Sarah Valdez

• Process 35–50 mortgage loan payment changes daily within Chapter 13 bankruptcy cases

• Handle P&I, escrow, and HELOC payment change notices for mortgage servicers

• Prepare and electronically file 410S1 forms and Notices of Payment Change with proper Proof of Service

• Process payment updates related to Fannie Mae, FHA, Partial Claim, and Loan Modification accounts

• Identify and resolve loan impediments and processing errors to prevent filing delays

• Process loan withdrawals, corrections, and modifications when payment changes are rescinded or adjusted

• Communicate daily with clients and internal teams regarding loan status, impediments, and time-sensitive filings

• Work closely with firm attorneys to finalize filings and ensure accuracy prior to submission

• Recognized as a go-to processor for complex loan issues and workflow troubleshooting

• Assist with training and onboarding new processors on bankruptcy filing procedures and internal systems

• Maintain accurate loan documentation using Phoenix case system and client servicing platforms (LPS, SSE)

• Processed and reconciled customer invoices, ensuring timely payments and accurate records.
• Managed account inquiries, resolving discrepancies to enhance customer satisfaction.
• Utilized ERP systems for tracking accounts receivable and generating financial reports.
• Collaborated with cross-functional teams to streamline billing processes and improve efficiency.

• Processed customer transactions accurately and efficiently.
• Assisted customers with account inquiries and service requests.
• Maintained cash drawer and balanced transactions daily.
• Educated clients on banking products and services available.
• Trained New Tellers
• Conducted vault audits and ensured cash balancing compliance
• Processed Loans