Randy Burgin
Norwalk,Iowa
Summary
Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Proficient in leadership standards and regulations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Lead Investor Servicing Specialist
Wells Fargo
08.2022 - 02.2024
- Developed customized client solutions by thoroughly analyzing individual financial circumstances and needs.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Maintained up-to-date knowledge of industry regulations to ensure compliance when handling sensitive customer information and transactions.
- Maintained comprehensive record-keeping practices that facilitated quick retrieval of account information when needed.
- Construct Powerpoint Presentation, to present Monthly remittances across each vendor we support to discover discrepancies and trends.
- Manage projects for automating reports and risk analysis.
- Perform extensive research on high-risk items and ensure that the quality of research done is excellent.
- Balance and reconcile Investor accounts to discover any discrepancies month by month.
- Facilitate and present high-level figures of remittances, refunds, and advances between all Investors to leadership.
- Review investor accounts with zero activity monthly to determine whether or not to close them.
Senior Operations Processor
Wells Fargo
08.2019 - 08.2022
- Accessed and used computer software applications to update and maintain records.
- Prepared files for archiving and exchanges, tracking file movement and history.
- Checked records for accuracy and completeness, and corrected errors.
- Provided training and support to new hires, contributing to a cohesive and knowledgeable team environment.
- Established connections with outside networks and groups such as LERETA and CoreLogic to negotiate claim deals and influence change to both companies.
- Collaborate with Risk Consultants to identify risks within procedures and opening change controls to fix any issues.
- Supervising quality control functions such as tax line changes and the correcting of payment made in error.
- Converting modified letters into Letter Maker.
- Submitting JIRA requests to update and improve processes.
- Holding one on ones with team members to discuss recognition, production, potential projects, and development opportunities.
- Compiling report information and presenting the results to Leadership to identify trends and possibilities for improvement.
- Creating test scripts and executing them to provide insight into system issues.
- Facilitate meetings with leadership resulting in orderly discussions and progression on projects.
Loan Servicing Specialist 4
Wells Fargo
06.2017 - 08.2019
- Contacted customers via mail, telephone and email to relay information regarding claims of repayment.
- Maintained detailed records of borrower interactions for audit purposes, ensuring full regulatory compliance at all times.
- Maintained a strong working knowledge of federal regulations, staying up-to-date on changes affecting the industry.
- Performed extensive research through mortgage and legal documents to determine if Wells Fargo has the correct legal ties to the properties to mitigate risk to the homeowner.
- Reviewed discrepancies in GL accounts owned by the Operations and Analytical Support team and action planning on proper resolution of the account.
- Identified trends and planned out projects to improve the operations of multiples teams, then updating the procedures surrounding the process.
Education
Master of Science - Industrial/Organizational Psychology
Purdue Global
New York, NY08.2020
Bachelor of Arts - Psychology/ Human Services
Buena Vista University
Storm Lake, IA05.2016
Skills
- Collections Management
- Problem Resolution
- Extensions of Credit
- Accounting Software
- Loss Protection
- Customer Communication
- Improvement plan knowledge
- Policy Enforcement
- Data Analytics
- Staff Development
- Analytical Thinking
- Business Development
- Strategic Planning
- Motivational Leadership
- Relationship Building
Timeline
Lead Investor Servicing Specialist
Wells Fargo
08.2022 - 02.2024
Senior Operations Processor
Wells Fargo
08.2019 - 08.2022
Loan Servicing Specialist 4
Wells Fargo
06.2017 - 08.2019
Master of Science - Industrial/Organizational Psychology
Purdue Global
Bachelor of Arts - Psychology/ Human Services
Buena Vista University
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