Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Custom
Timeline
Generic

Sara Burdette

Pensacola,FL

Summary

Astute Loan Review Specialist known for productivity and efficiency in task completion. Excel in critical thinking, problem-solving, and communication, ensuring seamless operations and effective coworker interactions. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Eager to contribute to a dynamic team and support organizational goals. Results-driven individual with a solid track record in delivering quality work.

Overview

22
22
years of professional experience

Work History

Post Settlement / Mortgage Loan Review Specialist II

Navy Federal Credit Union
Pensacola, FL
11.2016 - Current
  • Reviews VA, FHA, and Conventional mortgage loans post-closing to confirm compliance with all Federal, VA/ FHA / GNMA requirements and NFCU guidelines
  • Contacts borrowers, NFCU Mortgage and Underwriting departments, and closing agents to resolve problems and obtain corrected documents prior to submitting VA/ FHA loans
  • Multi-project experienced, highly skilled and resourceful in the use of Microsoft Office, Adobe Acrobat, and Google Drive/ Docs
  • Trained and experienced in preparing documents via Adobe for manual submission to the VA
  • Superior interpersonal, verbal, writing, editing, and proofreading skills
  • Experienced in working independently, and with significant experience in organizational, time management, and problem-solving skills
  • Experienced in working effectively with senior executives, and effective presentation skills
  • Provided training to loan reviewers on VA and Conventional loan review practices, policies and, procedures.
  • Collaborated with document specialists to update departmental procedures.
  • Managed workload efficiently by prioritizing tasks based on urgency and importance.
  • Compiled reports on GNMA procedures and presented them to the VP and AVP for management review.
  • Researched prior GMNA loans as part of the due diligence process related to audit responses.
  • Reviewed and analyzed loan documents to ensure compliance with federal, state, and local regulations.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Promoted high co-worker satisfaction by resolving problems with knowledgeable and friendly assistance.

Senior Tax Agent

Escambia County Tax Collector
Pensacola, FL
09.2002 - 09.2013
  • Acted as Supervisor of Customer Service Call Center department for five years
  • Responsible for creating, responding to, and maintaining email and written correspondence for Executive leadership
  • Formulated a new methodology for researching property tax and real estate Public Records, including tax liens and mortgage recordings
  • Analyzed daily reports for state auditors, prepared documents for annual county auditors and maintained DMV Report files for Downtown office
  • Held position of Liaison between the Downtown office of the Escambia County Tax Collector and the Department of Highway Safety and Motor Vehicles for six years
  • Oversaw the daily, weekly, and monthly calendar of the Chief Operating Officer to reconcile with the Florida Tax Collector Calendar and the Department of Revenue Calendar
  • Created and implemented a spreadsheet program by which the annual tax information for Escambia County could be more easily distributed among government agencies
  • Established a structure for the annual documentation of the Millage Certificate and Tax Roll Recap for the Property Tax Department to confirm all was in order for auditors
  • Trained and directed fellow employees on county and state motor vehicle rules

Education

Bachelor of Arts - Communication Arts, Business

University of West Florida
Pensacola, FL
12.2015

Skills

  • Loan servicing
  • Loan documentation
  • Adaptability and flexibility
  • Excellent communication
  • Process improvement
  • Complex Problem-solving
  • Interpersonal communication
  • Time management abilities
  • Multitasking Abilities
  • Report preparation

Accomplishments

  • 2024 Q1 Champion of the Quarter nominee
  • 2024 Q4 Winner of Real Estate Lending Culture Champion Award

Affiliations

  • Reading, karaoke, community musical events, painting and crafts

Custom

  • Relevant University-level Coursework: Interpersonal Communication, Conflict Management, Business Ethics, Organizational Communication, Speech Writing & Analysis, and Leadership Communication

Timeline

Post Settlement / Mortgage Loan Review Specialist II

Navy Federal Credit Union
11.2016 - Current

Senior Tax Agent

Escambia County Tax Collector
09.2002 - 09.2013

Bachelor of Arts - Communication Arts, Business

University of West Florida

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Sara Burdette