Summary
Overview
Work History
Education
Skills
Timeline
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Robert Daniel

Midlothian,VA

Summary

Seasoned specialist offering several years of comprehensive experience interpreting and implementing quality assurance standards and investigating customer complaints and non-conformance issues. Practiced and knowledgeable professional possessing excellent problem solving and analytical skills paired with strong knowledge of qa terms, tools and methodologies. Committed to improving overall business processes.

Overview

37
37
years of professional experience

Work History

Document Cure Specialist

Truist Bank
Richmond, VA
04.2009 - 07.2024
  • Audited legal documents to validate adherence to established policies and procedures.
  • Maintained positive working relationship with fellow staff and management.
  • Collaborated with settlement agent and clients to amend legal paperwork by addressing discrepancies.
  • Obtained legal documents electronically from county websites.

Correspondent Note Clerk Team Leader

Truist Bank
Richmond, VA
02.1992 - 04.2009
  • Images of the original mortgage notes were received and uploaded
  • Sorted and processed all incoming mail from various carriers such as UPS, FedEx, airborne and USPS
  • Facilitated communication between the custodian and correspondent departments.
  • Managed the operations of three departments including Collateral room, Mailroom room, and Original Mortgage Notes.
  • Handled and oversaw Excel worksheets to rectify original mortgage documents.
  • Generated and distributed reports for corresponding division.

Mailroom Supervisor

Investors Savings Bank
Richmond, VA
09.1987 - 02.1992
  • Monitored and tracked incoming and outgoing packages and shipments, ensuring timely delivery of items.
  • Coordinated and supervised mailroom staff, ensuring that all tasks were completed efficiently.
  • Developed procedures for sorting, distributing, delivering, and collecting mail throughout the organization.
  • Maintained accurate records of all mail and parcels received or dispatched from the facility.
  • Assigned duties to mailroom staff members according to their abilities and skillsets.
  • Performed daily checks of equipment such as printers, copiers, scanners, postage machines, ensuring they are functioning properly.
  • Provided guidance to new employees regarding job roles and responsibilities in the mailroom environment.
  • Processed outgoing mail using appropriate postage meters or other methods per postal regulations.
  • Scheduled regular maintenance activities for mailing equipment to ensure optimal performance levels.
  • Trained staff on proper use of mailing systems including software programs used for tracking purposes.
  • Evaluated existing processes within the department regularly looking for ways to streamline workflow.
  • Checked incoming mail for proper sorting and dissemination to correct personnel.
  • Addressed major machinery issues immediately by notifying professionals.
  • Removed jams, assessed machine problems and performed basic maintenance tasks to promote continued usability.
  • Sorted and placed materials or items on racks, shelves, or bins for transport to recipient or destination.
  • Operated mail processing equipment and manually sorted mail.
  • Collaborated with other employees to complete large shipment orders and during high-volume mailing periods.
  • Bundled, labeled and routed sorted mail to designated areas depending on destinations and according to established procedures and deadlines.
  • Delegated work to staff, setting priorities and goals.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Reviewed employees' work to check adherence to quality standards and proper procedures.
  • Interpreted and explained work procedures and policies to brief staff.

Education

Associate of Arts - Liberal Arts And Sciences

J Sargeant Reynolds Community College
Richmond, VA
06-2009

Skills

  • Document Controller
  • Proofreader
  • Customer Service
  • Records Maintenance
  • Effective Leadership
  • Postal service product knowledge
  • Mail handling
  • Managing Confidential Information
  • Officer of Truist Bank
  • Self-Motivated Professional
  • Independent Contributor
  • Software Competency
  • Attention to Detail
  • Strong Work Ethic
  • Effective Multitasking
  • File Management

Timeline

Document Cure Specialist

Truist Bank
04.2009 - 07.2024

Correspondent Note Clerk Team Leader

Truist Bank
02.1992 - 04.2009

Mailroom Supervisor

Investors Savings Bank
09.1987 - 02.1992

Associate of Arts - Liberal Arts And Sciences

J Sargeant Reynolds Community College

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Robert Daniel