Rebekah Neufeld

-Records plats/maps/deeds for general public and County employees -Notarizes documents for general public and County employees. -Maintains simple bookkeeping, financial and statistical records requiring some technical accounting knowledge; receive and receipt various payments, fees and fines; makes proper distribution and record entries, or code incoming material for further processing. -Process spend authorizations, expense reports, requisitions, vouchers and invoices; validate payments and place orders for department. -Establish and maintain effective working relationships with County officials, employees and the general public. -Researches governing directives to answer questions and resolve routine problems encountered.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.

-Operate office equipment, machines, and computer software to establish, edit, and maintain documents and to create program brochures and graphic arts materials -Assist in the assembly of the department budget by collecting data and typing documents, financial records, and files -Perform customer service activities: answer telephone calls for the department; interact with visitors in-person; take messages and/or refer calls to appropriate to appropriate person or department; schedule appointments and meetings; provide administrative support for department Council committees and commissions, provide information on City codes, regulations, and procedures to other staff and the public; explain programs and policies and procedures within the scope of authority; provide forms and review for accuracy and completeness.

-Go to’ for training the Tacoma Admin Assistants on order outs -First person to great visitors with a smile (in person or on the telephone); answering questions and referring inquiries -Sorted and distributed mail, and parcels Ordering title and escrow, insurance binders, and employment verifications -Calling to verify if the borrowers are still employed Loan Processing Assistant -Calling to verify if the borrowers are still employed -Helping our Processor with insurance binders and title and escrow documents -Emailing title and escrow to make sure we are on track for the loan closing process

Completing Borrower Withdraws per the process/procedures -Helping define and implement the process to review appraisal write-offs, and process appraisal and long-term lock charges -Processing credit cards for appraisal fees and lock term lock fees -Responsible to disputes from Merchant Services regarding credit card charges Responsible for sending journal entries to the accounting department for credit card charges -Go to’ for special one-off projects such as HMDA audits, department training, and pipeline maintenance Disclosure Specialist June 2018-December 2020 -Participating as a SME in developing Change-in-Circumstance for a new centralized department -Monitor and maintain CIC Requirements to stay within regulatory timing (sending LE to borrower(s) when required) ‘Go to’ when Processors need assistant to insure proper re-disclosure

-Responsible for all re-disclosures for the wholesale division. Go to key resource/questions regarding process especially for new hires -Reviewing loan file to ensure that all aspects are complete and accurate to ensure the loan is ready to proceed on with the rest of the loan process -Reviewing documents included in the loan file to ensure that the requirements for the initial disclosure/re-disclosure procedures are met

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, and updated client records.
• Answered phone promptly and directed incoming calls to correct offices.
• Sorted and distributed doc packages, mail, and parcels
• Tracked doc packages and sending emails out to Loan Officers regarding their loans
• Called to verify if the borrowers are still employed Compliance Specialist -Completing cancelling/denying client’s loans and sending out the Adverse Action notices per HMDA
• Used proprietary programs as well as Microsoft Excel daily to accomplish tasks.