Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Shunna Wells

Heartland,TX

Overview

4
4
years of professional experience

Work History

REMOTE SENIOR PROJECT FUNDER

GRANITE RISK MANAGEMENT (Division of Altisource)
Addison, TX
01.2022 - Current
  • Review and Audit: Conduct thorough reviews and audits of state-specific contractor documents, ensuring compliance with lender guidelines.
  • Inspection and Budget Management: Perform daily residential video inspections, updated and balanced budgets with new information, and revised reports accordingly to maintain data integrity and quality.
  • Client and Team Communication: Facilitate effective communication between clients and team members to resolve account-related issues and ensure smooth operations.
  • Funding Authorization: Review and authorized daily funding packages, ensuring contractor draws complied with company guidelines.
  • Workflow Optimization: Organize and prioritized incoming work orders, optimizing team workflows and resources to handle dynamic demands efficiently.
  • Leadership and Training: Demonstrate leadership by improving work processes, training team members, and delegating daily tasks to optimize group productivity.
  • Compliance and Reporting: Create and verified daily reports for regulatory compliance, investigated discrepancies, and ensured the business unit met or exceeded 99% compliance with Service Level Agreements (SLAs), Quality Assurance (QA), and Revenue Targets.
  • Strategic Collaboration: Collaborate closely with senior management on long-term strategic planning initiatives for projects in development or execution stages.
  • Project Management: Manage multiple projects with competing deadlines simultaneously, monitoring progress to ensure timely delivery of deliverables in accordance with established quality standards.
  • Risk and Improvement Identification: Identified areas of risk or opportunity for improvement in the project lifecycle to enhance overall efficiency and effectiveness.

REMOTE SENIOR ACCOUNT FUNDER

Caliber Home Loans
Coppell, TX
10.2020 - 01.2022
  • Document Review and Compliance: Compiled funding documents and double-checked signed documents for accuracy and notarization.
    Reviewed data input to ensure required loan document information was correct (e.g., note, property address, vesting, interest rate, loan amount, closing disclosure, and legal description).
    Ensured signed loan package met compliance guidelines and addressed any discrepancies as necessary.
  • Funding Calculation and Coordination: Calculated funding amounts for each loan package, balanced closing disclosures with the title agent, and ordered and released wire and funds on loan.
    Completed work within established funding deadlines.
  • Training and Assistance: Responsible for training and assisting other team members.
    Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
  • Regulatory Awareness and Execution: Stayed abreast of lending regulations, industry trends, and market rates.
    Executed and authorized wire transfers to local and nationwide title offices.

Education

Health And Life Insurance

Xcel Solutions

Certified Signing Agent

National Notary Association
Austin, Tx

Some College (No Degree) - Accounting

NORTHEAST LOUISIANA UNIVERSITY
Monroe, LA

Skills

  • High-level document review and auditing
  • Residential inspections and budget management
  • Workflow optimization and resource management
  • Leadership and team training
  • Regulatory compliance and reporting
  • Strategic planning and project management
  • Risk assessment and process improvement
  • Excellent communication and interpersonal skills
  • Loan funding and compliance
  • Customer service and issue resolution

Affiliations

Accomplished and detail-oriented professional with extensive experience in high-level review and auditing of contractor documents, residential inspections, budget management, and report revisions. Proven expertise in optimizing workflows, managing projects, and ensuring compliance with regulatory standards. Strong leadership skills with a focus on process improvement and team training. Excellent communicator with a track record of successful client and team interactions. Adept at identifying risks and opportunities for process improvements to enhance overall efficiency and effectiveness.

Timeline

REMOTE SENIOR PROJECT FUNDER

GRANITE RISK MANAGEMENT (Division of Altisource)
01.2022 - Current

REMOTE SENIOR ACCOUNT FUNDER

Caliber Home Loans
10.2020 - 01.2022

Health And Life Insurance

Xcel Solutions

Certified Signing Agent

National Notary Association

Some College (No Degree) - Accounting

NORTHEAST LOUISIANA UNIVERSITY
Shunna Wells