Dedicated disclosure desk manager with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
10
10
years of professional experience
Work History
Disclosure Desk Manager
VIP Mortgage
09.2019 - Current
Trained new staff on correct procedures, compliance requirements, and performance strategies.
Attended staff meetings and brought issues to attention of upper management.
Managed and motivated employees to be productive and engaged in work.
Accomplished multiple tasks within established timeframes.
Cross-trained existing employees to maximize team agility and performance.
Maximized performance by monitoring daily activities and mentoring team members.
Onboarded new employees with training and new hire documentation.
Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
Developed and implemented business strategies to achieve business goals and stay competitive.
Trained and guided team members to maintain high productivity and performance metrics.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Communicated closely with inter-company staff members to promote quick and effective loan workflow.
Reviewed mortgage documents for accuracy, which included title abstract and insurance forms.
Checked loan documents for accuracy prior to closing.
Reviewed loan files and updated to match current standards.
Evaluated loan requests and documents to verify accuracy and completeness.
Monitored pipelines to track and log status of loans.
Mortgage Compliance/Disclosure Desk Supervisor
Bank 34
05.2016 - 07.2019
Assist the Mortgage Compliance Officer performing duties related to mortgage compliance and mortgage loans
Maintain and service the compliance/disclosure desk with initial disclosures, COC (LE), RESPA & Section 8 audits and approve CD's
Ensure compliance with TRID, state, federal & government regulations
Use computers for various applications, such as Point, Mortgagebot, Smart Fees and Doc Magic (set up loan packages according to state & federal guidelines.) Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
Create, maintain, and enter information into databases
Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions
Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs
Complete forms in accordance with company procedures
Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions
Establish work procedures or schedules and keep track of the daily work of my disclosure desk team
Manage projects or contribute to committee or team work
Order and dispense supplies
Learn to operate new office technologies as they are developed and implemented
Supervise other clerical staff and provide training and orientation to new staff
Train and assist staff with computer usage
Worked closely with all contributing departments including closing, secondary/lock desk, processors, LOA's and LO's
Participated in a monthly processing call to update all departments on policy and procedure changes
Review and acquire required documentation for internal QC audits
Contributed to pipeline maintenance
Provide employee training on compliance related topics, policies, or procedures.
Initial Loss Reporting
State Farm
01.2014 - 04.2015
Initial Loss Reporting (ILR) receives claims and ensures prompt routing to other claim handling teams
Communicating with customers and associates over the telephone
Gathering and documenting loss information
Working in a collaborative team environment to handle a large volume of claims and telephone calls
Using State Farm claims systems and other technologies to perform job duties.