Summary
Overview
Work History
Education
Skills
Timeline
Generic

OLGA C. WILLIS

Roseville,MN

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

15
15
years of professional experience

Work History

Ivestment Account Research Specialist

US Bancorp Investments
01.2018 - Current



* Improve cash handling accuracy by conducting thorough daily reconciliations of all brokerage account transactions.

* Maintain compliance with company policies, federal regulations related to cash management practices.

* Process transactions efficiently to maintain accuracy in cash handling.

* Manage cash discrepancies, resolving issues promptly.

* Assist in day-end closing activities for seamless financial reporting.

* Facilitate communication between departments to streamline cash control processes.

* Analyze cash flow patterns to identify and address potential discrepancies.

* Monitor security measures surrounding the handling of company funds, minimizing risk of theft or fraud.

* Reduce financial discrepancies through meticulous attention to detail in reconciling transactions.

* Promote a positive work environment by effectively communicating with colleagues and supervisors on cash-related matters.

Escrow Specialist - Private mortgage insurance

DITECH FINANCIAL, LLC
02.2013 - 01.2018



  • Serviced Fanny May and Freddie Mac loans in a high-volume environment
  • Worked on customer PMI cancellation requests following RESPA guidelines
  • Research, identify, and resolve escrow discrepancies including overpayments and cancellations
  • Provided superior customer service to internal and external customers to efficiently and accurately resolve escalated escrow issues
  • Collaborated with other departments, including payment processing, cash group, investor reporting, and exceptions, on posting funds and escalated issues
  • Conducted thorough audits of escrow files, identifying discrepancies and rectifying them promptly.
  • Managed escrow accounts to ensure timely and accurate processing of transactions.
  • Ensured compliance with industry standards and regulations, maintaining integrity of escrow accounts.
  • Enhanced accuracy of transaction records by meticulously reviewing and verifying documentation.

Escrow Auditor

TCF NATIONAL BANK
05.2010 - 02.2013
  • Ensured accuracy of escrow real estate tax and insurance data on newly booked installment loans
  • Identified discrepancies and errors to escrow data, and perform corrections
  • Researched and collected data from secured website
  • Worked with counties, insurance companies, loan officers, and internal TCF departments to efficiently complete audit procedures
  • Conducted thorough audits to ensure compliance with financial regulations and standards.
  • Improved accuracy of financial reports by identifying discrepancies and recommending corrections.

Payment Processor

TCF NATIONAL BANK
05.2010 - 02.2013
  • Processed custom checks to apply towards escrow, shortages, and payments
  • Performed various other tasks including verifying mortgages, clearing Visa GL, entry data to Automated Journal Entry System (AJET), General Ledger entry, and updating customer requests

Education

AAS - Medical Office Professional

Saint Paul College
St. Paul, MN
06.2010

Skills

  • Data analysis
  • Problem solving
  • Time management
  • Detail orientation
  • Teamwork
  • Attention to detail
  • Multitasking
  • Reliability
  • Microsoft Excel proficiency
  • Data entry
  • Self motivation

Timeline

Ivestment Account Research Specialist

US Bancorp Investments
01.2018 - Current

Escrow Specialist - Private mortgage insurance

DITECH FINANCIAL, LLC
02.2013 - 01.2018

Escrow Auditor

TCF NATIONAL BANK
05.2010 - 02.2013

Payment Processor

TCF NATIONAL BANK
05.2010 - 02.2013

AAS - Medical Office Professional

Saint Paul College
OLGA C. WILLIS