Rashanta Horton
NewRez
Philadelphia,PA
4
years of professional experience
Dynamic, customer-focused professional with a proven ability to build strong relationships and effectively understand client needs. Possesses a solid foundation in financial principles and lending practices, complemented by exceptional analytical and communication skills. Dedicated to facilitating seamless mortgage processes while consistently striving for high levels of client satisfaction. Passionate about leveraging expertise to enhance the client experience and drive successful outcomes in the financial services industry.
Work History
Mortgage Specialist
1 Year 1 Month- Interpreted borrower documentation, verifying income, assets, and credit details for underwriting submission.
- Managed mortgage loan pipeline, tracking disclosures, conditions, and closing readiness for accurate processing.
- Coordinated with processing, underwriting, and closing teams to resolve exceptions and maintain file momentum.
- Applied RESPA and TRID requirements to support compliant loan documentation and timely disclosures.
Client Relations Specialist
6 Months- Managed diverse client portfolio, consistently meeting specifications and exceeding client expectations through tailored service.
- Resolved complex client inquiries across retirement and investment accounts with accuracy and professionalism.
- Cultivated strong connections with potential clients during sales calls, enhancing prospect-to-client conversion rates.
- Documented call details and solutions in internal system, ensuring accurate record-keeping and effective follow-up.
- Worked remotely from home, managing tasks and communications effectively.
Client Relationship Associate/ES
1 Year 3 Months- Acted as primary communication liaison for clients, addressing inquiries related to investments, funds, and accounts.
- Executed monetary and administrative transactions in compliance with standardized procedures, documenting client feedback to inform process improvements.
- Utilized consultative approach to present and position products and services, enhancing client understanding and engagement.
- Worked remotely to support team operations
Financial Processor
1 Year 1 Month- Processed and reviewed client transaction requests for accuracy and compliance with internal and external regulations, including checks, withdrawals, and account changes.
- Collaborated with associates to resolve complex processing issues, facilitating timely and accurate transaction completion.
- Engaged with clients through outbound calls and written communication to clarify and rectify incomplete or invalid paperwork, ensuring compliance with SEC guidelines and internal policies.
- Worked remotely to manage client inquiries and transactions.
Education
High School Diploma
Bachelor of Science - Information Technology Business
Associate of Science - Information And Communication Technology
Skills
Project management
Document review
Residential mortgage lending regulations
Client communication
Analytical Skills
Problem-Solving
Troubleshooting
Computer Proficiency
Payroll Processing
Knowledge of Payroll Software
HRIS
ADP workforce
Data Entry
Microsoft Office
Loan servicing
Client needs analysis
Timeline
Mortgage Specialist
NewRez
08.2025 - 09.2026Read More
Client Relations Specialist
Vanguard
02.2025 - 08.2025Read More
Client Relationship Associate/ES
Vanguard
11.2023 - 02.2025Read More
Financial Processor
Vanguard
10.2022 - 11.2023Read More
Abraham Lincoln High School
High School Diploma
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Peirce College
Bachelor of Science from Information Technology Business
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Community College of Philadelphia
Associate of Science from Information And Communication Technology
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