SARI KING
Milwaukee,WI
Summary
Conscientious professional with extensive experience advocating for social and economic well-being of individuals and families. Skilled at providing guidance, support, and assistance. Expert negotiator, problem solver and organizer with over 12 years of experience in loan processing and mortgages. Continuously growing and implementing developmental activities for self and peers. Strong history of providing support and leading initiatives to increase productivity. Driven daily to encourage positive change and support others and will make an asset to any team. Earnest individual with experience in human services field providing support and guidance to individuals in need. Strong understanding of effectively working with people from diverse backgrounds. Passionate about helping others access needed services.
Overview
12
12
years of professional experience
Work History
IRIS Consultant
Molina Healthcare
06.2023 - Current
- Enhanced client satisfaction by efficiently addressing and resolving concerns related to individualized support plans.
- Collaborated with interdisciplinary teams for the development of comprehensive support plans, ensuring optimal service delivery.
- Improved communication between clients, families, and providers by maintaining regular contact and providing timely updates on progress.
- Streamlined documentation processes for increased efficiency in maintaining accurate records of services provided and client outcomes.
- Assisted clients in achieving greater independence by providing guidance on developing self-advocacy skills.
- Conducted comprehensive assessments to identify client needs, leading to more effective support plan development.
- Managed caseloads efficiently by prioritizing tasks based on urgency and impact while maintaining strong relationships with all stakeholders involved.
- Developed strong rapport with families and caregivers through empathetic listening and clear communication about expectations.
CASE MANAGER
Social Development Commission
03.2023 - Current
- Partnered with physicians, social workers, activity therapists, nutritionists, and case managers to develop and implement individualized care plans and documented patient interactions and interventions in electronic charting systems
- Identified care needs of individual patients and coordinated responses based on physician advice, insurance limitations, and procedural costs
- Evaluated treatment plans against individual goals and healthcare standards
- Facilitated individual and group sessions to promote positive behavior change for clients
- Maintain caseload of 25-100 client's participants providing case management, case assessment, supportive services, interventions and referral as needed assuring procurement of additional services as needed
SR. LOAN PROCESSOR
VISIO LENDING
09.2021 - 08.2022
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms
- Thoroughly interviewed clients regarding loan needs and financial histories conveying information regarding application processes
- Managed pipelines of account executives at different stages of approval process
- Processed over 30+ loans in purchases within various departments to achieve timely, accurate and fair proceedings every quarter
- Effectively provided support to brokers and underwriting teams by ensuring timely and judicious processing resulting in 100% accuracy of sales closing cycle.
MORTGAGE LOAN PROCESSOR
INLANTA MORTGAGE
01.2017 - 01.2021
- Processed FHA, VA, WHEDA, USDA and Conventional Loans
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout the entire mortgage process
- Analyzed case files; checked program eligibility and reviewed income to make sure borrower qualifies
- Routinely updated any pipeline reports with loan officers to ensure 100% accuracy
- Completed the 3rd party requests for processors ordering: Mortgage payoffs, Written & Verbal Verification of Employments, Credit Supplements, Verification of Rent, Tax & W2 Transcripts & Social Security Verification
- Worked with customers via telephone and email to answer questions, process transactions, and resolve issues.
MONEY LAUNDERING ANALYST
BMO HARRIS BANK
01.2015 - 01.2018
- Synthesized and analyzed data from multiple sources to provide accurate and relevant reports regarding changes to emerging risks
- Communicated with compliance manager to thwart potential money laundering or terrorist financing
- Interacted with law enforcement agencies, regulators and financial institutions to coordinate investigations related to fraudulent activities
- Investigated OFAC and CDC alerts by using supplied databases, to determine if customer is providing most accurate and up-to date information
- Collaborated with team members to follow-up, document and resolve issues identified through risk assessment process for new accounts reducing escalated fraud incidents by 65%
LOAN DOCUMENTATION SPECIALIST I/II
BMO HARRIS BANK
01.2012 - 01.2015
- Completed data entry and/or verification of all required system information by effectively utilizing standard business unit documentation software to meet all deadlines
- Provided support for document controls and worked with contract documents
- Successfully conducted training of new department personnel on new policies and procedures
- Performed financial analysis and obtain complete financial information packages from customers and counseling agencies increasing productivity by 27%
- Analyzed each situation to determine available loss mitigation options based on investor/insurer guidelines and delinquency status.
Education
Master of Arts - Psychology
Grand Canyon University
Phoenix, AZ03.2020
Bachelor of Science - Sociology
University of Wisconsin
Milwaukee, WI05.2018
Skills
- Documentation Proficiency
- Quality Assurance Controls
- Process Optimization
- Progress evaluations
- Account development
- Processing Procedures
- Application Preparation
- Organization and Time Management
- Conflict Resolution
- Problem Solving
Timeline
IRIS Consultant
Molina Healthcare
06.2023 - Current
CASE MANAGER
Social Development Commission
03.2023 - Current
SR. LOAN PROCESSOR
VISIO LENDING
09.2021 - 08.2022
MORTGAGE LOAN PROCESSOR
INLANTA MORTGAGE
01.2017 - 01.2021
MONEY LAUNDERING ANALYST
BMO HARRIS BANK
01.2015 - 01.2018
LOAN DOCUMENTATION SPECIALIST I/II
BMO HARRIS BANK
01.2012 - 01.2015
Master of Arts - Psychology
Grand Canyon University
Bachelor of Science - Sociology
University of Wisconsin
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