Experienced in providing quality care and service while being knowledgeable and attentive to the needs of clients, families, and fellow professionals. Dedicated to being useful, assuring and dependable on a daily basis. Skilled in the ability to problem solve, plan and execute. Adept to handling confidential/ sensitive information. Results-driven housing professional prepared for this role. Proven ability to navigate clients through housing challenges and deliver impactful solutions. Collaborative team player with focus on achieving positive outcomes and adapting to evolving requirements. Skilled in client advocacy and resource coordination.
Overview
6
6
years of professional experience
1
1
Certification
Work History
HUD Certified Housing Counselor
Neighborhood Housing Services of Oklahoma
04.2024 - Current
Meets individually with clients to provide financial coaching and housing counseling, using HUD’s Housing Counseling Rules and Regulations as a guide
In accordance with the National Industry Standards for Home Ownership Counseling, performs homebuyer client intake, counseling, and follow-up on spending plan, credit, savings, and home purchase and financing process
In accordance with National Industry Standards for Default and Foreclosure Counseling, performs default client intake, counseling, and follow-up on spending plan, credit, and savings
Timely client tracking via Counselor Max database
Participates in local area community outreach (i.e., presentations, fairs, etc.,)
In accordance with grant requirements, assists with quarterly and annual reporting to various funders
Acquires and maintains Train the Trainer Certification for VHDA Homebuyer Education
Coordinates and conducts monthly financial and homebuyer education workshops
Develops referral sources by building relationships with lenders, realtors and others working including attendance at twice-yearly VAHDC conferences
Assists with and/or initiate marketing activities that will fulfill our advertising goals for program services
Executive Administrative Assistant III
RCB Bank
05.2023 - 04.2024
Executive Administrative Assistant III daily duties consist of being the Executive Assistant to the Branch Marketing President and Associates while also providing the following responsibilities
Assist with Commercial / Consumer Closings
Prepare Workbooks for Consumer and Commercial loans
Process Renewals, CITs
Accounts Receivable for loan payments
Set up ACH and AFT transfer
Assist with Online Banking
Filing, AORs, UCCs
Process Car loans
Credit checks and Business Entity Checks
Reviews new/renewal loan files to ensure all regulatory and policy required documents are in file and provides funding approval prior to loan documents being sent out
Reviews all business corporate documents, collateral documents, and loan documents related to the new/renewal loans
Responsible for reviewing files for Flood and HMDA requirements
Responsible for reviewing signed loan documents that are sent into the Operations group for booking
Filling for Mortgage Recording / Public Notary
Managing Loan payments/Transfers
Experienced in Experience (SilverLake, Teller Menus, Work flow)
Application Specialist
Midland Mortgage
11.2022 - 05.2023
Inbound call center specializing in providing quality care to our mortgagors who are facing financial housing crisis
Financial advisor for loss mitigation
Efficiently reviewing options to help cure and resolve delinquent financial obligations
Knowledgeable with HUD guidelines
Works with FHA, Conventional and Va RHS loan types
Knowledgeable of Banking systems
Providing curing options in helping applying for mortgage assistance
Listening and providing assistance contacts for hardships and available resources in local areas
Handling repetitive calls and keeping an upbeat positive attitude and using company taught skills to make sure all calls are properly up to quality assurance
Mortgage Auditor
ADFITECH
10.2021 - 11.2022
Researching mortgages and titles for refinancing/ change of ownership
Fulfilling documents, auditing underwriters and title searches
Reaching out to title companies for corrections
Mortgage Compliance Loan Processor
NOVAD Management Consulting
02.2019 - 10.2021
Ensure mortgage account stay in compliance to mortgage terms (HUD FHA/HECM LOANS)
Provide ongoing assistance to the servicing team
Communicating effectively and efficiently with the borrowers to provide account specific information
Obtain and review legal documentation in relations to Loss Mitigation, Short Sale and/or Foreclosure
Assign specific case projects to in-house Servicing Specialist and/or HUD Housing Counselors
Education
Licensed REALTOR - Real Estate
KEVO Real Estate Academy
Oklahoma City, OK
04.2021
Skills
Research
Time management
Payroll
Management Consulting
Call Center
Accounting
Team Oriented
Customer Service
Underwriting
Customer Care
Office Management
Property Management
Fair Housing Regulations
Accounts Receivable
Cold Calling
Tax Experience
Escrow
Management
Auditing
Critical Thinking Skills
Accounts Payable
Banking
Financial services
Communication skills
Data entry
Sales
Analysis skills
Account management
Accounts payable
Homelessness Prevention
Financial Counseling
Foreclosure Prevention
Eviction Prevention
Housing Discrimination Awareness
Emergency Housing Assistance
Income Verification Process
First-Time Homebuyer Support
Homeownership Education
Family Self-Sufficiency Planning
Loan Modification Assistance
Real Estate Market Analysis
Mortgage Lending Familiarity
Debt Reduction Strategies
Credit Repair Knowledge
Housing Law Expertise
Affordable housing
Tenant rights
Property Inspections
Certification
Real Estate License, 03/01/21, Present
Personal Information
Authorized To Work: US
Timeline
HUD Certified Housing Counselor
Neighborhood Housing Services of Oklahoma
04.2024 - Current
Executive Administrative Assistant III
RCB Bank
05.2023 - 04.2024
Application Specialist
Midland Mortgage
11.2022 - 05.2023
Mortgage Auditor
ADFITECH
10.2021 - 11.2022
Mortgage Compliance Loan Processor
NOVAD Management Consulting
02.2019 - 10.2021
Licensed REALTOR - Real Estate
KEVO Real Estate Academy
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