Shelby Wise
Parker,CO
Summary
Detail-oriented candidate with strong analytical, communication, and teamwork skills. Proven ability to quickly adapt to new environments, contributing to team success and developing professional skills. Positive attitude and unwavering commitment to continuous learning and growth. Equipped with strong problem-solving abilities, willingness to learn, and excellent written communication skills. Poised to contribute to team success and achieve positive results.
Overview
26
26
years of professional experience
Work History
Exam Proctor
Rocky Vista University
04.2023 - Current
- Monitors student entry, ensuring compliance with the University's Honor Code.
- Sets up and monitors testing areas to maintain exam result integrity
- Closely monitors all students during exam sessions
- Reports any irregularities or inappropriate behavior to Office of Testing management
- Demonstrates respect, friendliness and willingness to help wherever needed
Capital Markets Associate
Cherry Creek Mortgage Company
03.2021 - 07.2022
- Produced and proofread internal documents (product profiles, alerts, and other written communications) for companywide distribution to ensure staff remained current on market trends and regulatory changes
- Analyzed developments in the mortgage industry to determine need for revisions in previously published materials
- Worked successfully on the 'Deals Desk' answering production staff questions regarding internal, agency, and aggregator products, policies and interpretations ensuring compliance with loan file submission and approval requirements and borrower eligibility
- Successfully navigated Allregs and engaged with agency staff to find answers that weren't otherwise readily available
- Analyzed market data to identify trends and anticipate company needs
- Created and managed database of information gathered from research
- Researched and evaluated potential new markets and products
Quality Assurance Analyst/Investor Delivery
Cherry Creek Mortgage Company
03.2014 - 03.2021
- Reviewed loan documents for accuracy prior to closing to minimize delays
- Reviewed loan documents for accuracy prior to investor delivery to ensure timely loan purchase and warehouse line relief
- Developed and maintained defect databases for known issues
- Gathered data on integration issues and vulnerabilities, reported findings and recommended improvements
- Monitored pipelines to track and log status of loans
- Worked with originators and underwriters to correct documentation discrepancies and resolve issues
QC Analyst
MegaStar Financial Corporation
05.2009 - 03.2014
- Helped maintain agency rating and approval by reviewing the required percentage of closed mortgage loan files
- Assessed completed files and provided feedback to improve operations staff performance
- Identified deficiency trends so key decision makers could effectuate any necessary process changes with loan originators, processors, and underwriters in order to increase production quality and loan salability
Account Executive - Correspondent
Aurora Loan Services, LLC
01.1999 - 01.2008
- Managed client base consisting of retail mortgage companies, banks and credit unions in CA, CO, NM, AZ, UT, WY and MT
- This included pipeline monitoring and product and process training both on-site and via conference calls in order to encourage client satisfaction and retention thereby increasing company market share
- Assisted clients in resolving loan pricing and commitment issues, reducing commitment fallout
- Served as a liaison between clients and internal operations staff by addressing escalated matters to secure a mutually beneficial business relationship
- Remained up-to-date on emerging industry and product standards and trends to reinvigorate accounts
Education
Certificate - Computerized Accounting
Community College of Aurora
Aurora, CO08.2010
Skills
- Effective Team Engagement
- Consistent Deadline Management
- Effective Problem Resolution
- Detail-Oriented Approach
- Strong Written Communication Skills
- Quality Control
- Competent in Managing Multiple Tasks
- Task Prioritization
- Operational Process Enhancement
- Dispute Resolution
- Relationship Management
- Account Management
- Needs Assessments
- Pipeline Oversight
- Punctuality
- Document review
- Relationship management
- Objective Oriented
- Document Evaluation
Timeline
Exam Proctor
Rocky Vista University
04.2023 - Current
Capital Markets Associate
Cherry Creek Mortgage Company
03.2021 - 07.2022
Quality Assurance Analyst/Investor Delivery
Cherry Creek Mortgage Company
03.2014 - 03.2021
QC Analyst
MegaStar Financial Corporation
05.2009 - 03.2014
Account Executive - Correspondent
Aurora Loan Services, LLC
01.1999 - 01.2008
Certificate - Computerized Accounting
Community College of Aurora
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