Sharease Pattillo
Gastonia,NC
Summary
Extensive, skilled professional with outstanding experience in a variety of industries including mortgage, banking, and customer service. Exceptionally organized with a proven ability to manage multiple priorities while meeting important deadlines. Track record in paying attention to details. Expertise in contributing to a team-oriented environment.
Overview
14
14
years of professional experience
Work History
Post-Closing/Trailing Docs Coordinator
Finance of America Commercial, LLC
12.2020 - 10.2023
- Received, checked in and stacked closing packages from title companies.
- Contacted title/escrow companies for missing closing packages.
- Resolved any document discrepancies/corrections in a timely manner
- Performed monthly loan sales to various Investors.
- Enhanced the efficiency of loan closing processes by ensuring accurate documentation and timely communication with Investors.
- Maintained strict compliance with regulatory guidelines by regularly reviewing and updating policies and procedures related to post-closing activities.
- Served as a subject matter expert within the team, offering guidance on various aspects of post-closing procedures as needed.
Post-Closing Specialist
Deephaven Mortgage
02.2020 - 03.2020
- Performed post-close audits and compliance review of mortgage loans closed by Deephaven and other mortgage origination companies prior to purchase.
- Register MERS
- Enhanced customer satisfaction by providing timely and accurate loan closing documentation.
- Reduced errors in loan documents by conducting thorough reviews prior to submission.
- Kept detailed records of all post-closing activities, providing accurate and up-to-date information for management reporting purposes.
Trailing Document Escalation Specialist I
Movement Mortgage
09.2019 - 01.2020
- Provided final title policies, recorded mortgages, and recorded assignments to the Investor in a timely manner.
- Obtained missing documents and/or correct deficiencies to avoid being assessed late fees/penalties by Investor
- Kept PCL updated with all notes, comments, emails, etc
- Followed up on customer interactions to maintain customer communication and successfully close resolved issues.
Collateral Analyst
Movement Mortgage
10.2016 - 08.2019
- Verified receipt of all loan documents and ensure they have been scanned into loan system.
- Reviewed collateral documents for accuracy and completed QC checklist process.
- Shipped completed collateral package to the warehouse within expected timeframe.
- Prepared daily collateral report for seven warehouses and uploaded and completed daily two-day reports within expected deadlines.
- Demonstrated a commitment to continuous learning by staying current on industry trends, regulatory changes, and emerging technologies relevant to the collateral analyst role.
- Contributed to a positive work environment through effective teamwork and open communication lines between colleagues across various departments within the organization.
Inbound Customer Service Representative
Medix Staffing Solutions
10.2015 - 06.2016
- Received and responded to inbound calls from patients with questions regarding their bills.
- Handled arrangements and applied payment for outstanding balances.
- Resolved problem that may have resulted from incorrect or incomplete information, therapy changes, and pharmacy or shipping errors.
- Worked closely within and outside of the department to address patient billing errors.
Senior Collateral Associate (Team Leader)
PNC Bank, NA
06.2009 - 09.2015
- Handled routine and complex customer inquiries and issues from customers and internal service partners via telephone, email, or written correspondence.
- Assigned and distributed daily work to team members to ensure the work flows correctly.
- Released paid loans documents, stock/bonds and vehicle titles in accordance to PNC’s bank policies and procedures.
- Authorized signer for PNC Bank.
- Held daily team meetings to inform team members on company news and updates.
- Mentored and guided employees to foster proper completion of assigned duties.
- Monitored associate performance metrics closely, identifying areas for targeted coaching or training interventions as needed.
Education
Duff’s Business Institute
Pittsburgh, PASkills
- Data Entry
- Organizational Skills
- Adaptability
- Time Management
- Communication
- Microsoft Proficient
- Encompass
- Multitasker
- Attention to detail and accuracy
- Professionalism and work ethic
Timeline
Post-Closing/Trailing Docs Coordinator
Finance of America Commercial, LLC
12.2020 - 10.2023
Post-Closing Specialist
Deephaven Mortgage
02.2020 - 03.2020
Trailing Document Escalation Specialist I
Movement Mortgage
09.2019 - 01.2020
Collateral Analyst
Movement Mortgage
10.2016 - 08.2019
Inbound Customer Service Representative
Medix Staffing Solutions
10.2015 - 06.2016
Senior Collateral Associate (Team Leader)
PNC Bank, NA
06.2009 - 09.2015
Duff’s Business Institute
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