Summary
Overview
Work History
Education
Skills
Timeline
Generic

Robert Gee

Philadelphia,PA

Summary

A dynamic, self starting individual with a proven track record in customer service and executive support. Excelling in customer interaction, document management, review and regulatory compliance. Adept at risk assessment and problem solving, I drive productivity improvements and ensure project success through effective negotiation and conflict resolution. Committed to delivering exceptional results in every endeavor.

Overview

22
22
years of professional experience

Work History

Project Manager

Institute For Maximum Human Potential (IMHP)
Los Angeles, CA
05.2013 - 05.2019
  • Special Events Coordinator
  • Fund Raising
  • Project Development and Consulting

Document Specialist

Bank of Manhattan
05.2012 - 03.2013
  • Loan document review and extraction
  • Document Compliance
  • Scan documents into central data base via Laser Pro
  • Supervise loan servicing work flow
  • Create work flow chart
  • Report to and work closely with loan servicing manger/ AVP

Audit Support Analyst

Bank of America
12.2011 - 02.2012
  • Support underwriting audit team
  • Document review and analysis
  • Review MI audit decisions
  • Document Compliance
  • Review MI company Claim rebuttals
  • Regulate and set up MI claim documentation in the system

Sr. Loan Processor

China Trust
07.2010 - 09.2011
  • Search title and tax records
  • Open escrow and title
  • Verify employment / credit
  • Prepare loan docs
  • Loan document review
  • Clear conditions for funding

Sr Housing Counselor

West Angeles CDC
05.2008 - 12.2009
  • Document intake and review
  • Analyze Loan Documents
  • Working directly with loss mitigation department
  • Analyze home owner debt, credit and income documentation

Mortgage Loan Officer

S. B Myers & Co
Los Angeles, CA
07.2000 - 01.2008
  • Loan origination
  • Purchase and Refinance
  • FHA/Conventional/Sub Prime

Doc Drawer/ Sr. Loan Processor

Mortgage & Financial
09.1997 - 04.2000
  • Open file in Calyx Point and stack for submission
  • Gather all PTD loan conditions from third party vendors
  • Verify employment / credit
  • Retrieve appraisal and title report

Education

Some College (No Degree) - Business Administration And Management

Santa Monica College
Santa Monica, CA

Skills

  • Project management
  • Document management
  • Regulatory compliance
  • Risk assessment
  • Data analysis
  • Problem solving
  • Excellent verbal and written
  • Conflict resolution
  • Project closure
  • Productivity improvement

Timeline

Project Manager

Institute For Maximum Human Potential (IMHP)
05.2013 - 05.2019

Document Specialist

Bank of Manhattan
05.2012 - 03.2013

Audit Support Analyst

Bank of America
12.2011 - 02.2012

Sr. Loan Processor

China Trust
07.2010 - 09.2011

Sr Housing Counselor

West Angeles CDC
05.2008 - 12.2009

Mortgage Loan Officer

S. B Myers & Co
07.2000 - 01.2008

Doc Drawer/ Sr. Loan Processor

Mortgage & Financial
09.1997 - 04.2000

Some College (No Degree) - Business Administration And Management

Santa Monica College