Sherri Moir
Bangor,ME
Summary
Highly skilled assistant and coordinator with more than 25 years of experience managing administrative tasks including workflow, monetary transactions, documentation, and events while providing outstanding communication and customer service. Manages high-volume loan paperwork in dynamic environments with high production, approval, and customer relations targets. Expertise includes reviewing and validating personal, employment, and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving, and organizational skills.
Overview
7
7
years of professional experience
Work History
Transaction Coordinator/Mortgage Processor
Cardinal Financial
11.2020 - 01.2023
- Collect and validate borrower mortgage loan documents and corresponding underwriting requirements, verification, analysis, and data entry into the system for loan files
- Process documents in a quick and accurate manner to ensure procedures are followed
- Work as a team with sales, transaction assistance, underwriting, closing, funding, and management to ensure assigned loans are processed on time
- Answer and handle daily call duties including
- Client Advocate emails in a timely manner
- Work diligently to meet deadlines
- Excellent communication and problem-solving skills
- Dedicated to achieving customer satisfaction as well as meeting or surpassing company expectations.
- Communicated with the originator and applicant concerning the progress of the loan file.
Home Preservation Specialist
Mphasis/Digital Risk
08.2020 - 11.2020
- Review mortgage accounts, research documents and analyze system notes to determine the best course of action
- Provide customers with alternatives to foreclosure through support and detailed responses
- Respond to inquiries regarding the status of information on loss mitigation and the Cares Act
- Report and code
- MSP progress
- Process mortgage and/or escrow payments.
Member Service Representative
Bangor Federal Credit Union
02.2020 - 08.2020
- Render optimal support to members and potential members with
- Credit Union needs, ensuring correct identification of needs and delivery of tailored solutions
- Ensure zero operational mistakes and losses by accurately opening accounts
- Enhance knowledge of products, services, and processing systems to cross-sell suitable products and services
- Helped to cultivate positive relationships with members, providing excellent service while explaining services and promptly solving problems.
Event Manager
Dysart's Transportation
01.2016 - 03.2020
- Coordinated events for customers planning workshops, meetings, bridal or baby showers, luncheons, reunions, birthday parties, bereavement, and other occasions
- Collaborated with individuals, families, staff, and vendors to arrange venue, menu, and audio-visual requirements
- Managed inventory of supplies, venue set up, tear down, and clean up
- Quickly addressed issues and resolved problems.
Education
High School Diploma -
Hermon High School
Hermon, ME06.1987
Skills
- Data Analysis/File
- Organization
- Written and Verbal
- Communication
- Regulatory
- Compliance/Mortgage
- Guidelines
- Microsoft Office Suite
- Closing Disclosures
- Critical Thinking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Transaction Coordinator/Mortgage Processor
Cardinal Financial
11.2020 - 01.2023
Home Preservation Specialist
Mphasis/Digital Risk
08.2020 - 11.2020
Member Service Representative
Bangor Federal Credit Union
02.2020 - 08.2020
Event Manager
Dysart's Transportation
01.2016 - 03.2020
High School Diploma -
Hermon High School