Summary
Overview
Work History
Education
Skills
Education and Training
Contact
Timeline
Generic

Latasha Bates

Glen Allen,VA

Summary

Results-driven case management professional with track record of effective client advocacy and support. Experienced in conducting thorough assessments and creating individualized care plans to meet client needs. Collaborates seamlessly with multidisciplinary teams and adapts to dynamic situations to ensure optimal client outcomes.

Experienced with maintaining precise cash posting records and resolving discrepancies efficiently. Utilizes deep knowledge of financial systems to ensure accurate and timely data management. Strong understanding of key cash posting procedures and adherence to compliance standards.

Overview

17
17
years of professional experience

Work History

Cash Posting Specialist III

Atlantic Region CBO
12.2023 - Current
  • Reconciled unapplied payments using various sources including remittance advices, EOBs and statements.
  • Conducted periodic reviews of assigned accounts for accuracy and completeness according to department standards.
  • Identified discrepancies, ensuring proper allocation of funds.
  • Effectively communicated with insurance companies to obtain necessary information for accurate payment processing.
  • Assisted in month-end closing procedures to ensure timely completion of financial statements for senior management review.
  • Demonstrated adaptability by handling various tasks such as charge entry, claims submission, or denial management when required by workload demands or staffing shortages.

Senior Foreclosure Specialist

Citizens Bank
09.2018 - 04.2023
  • Improved internal communication by streamlining processes between various departments involved in foreclosure process.
  • Reduced foreclosure timelines by efficiently managing high volume of cases and prioritizing tasks.
  • Managed complex foreclosure cases from initiation through completion, achieving optimal resolutions for all parties involved.
  • Coordinated with legal teams to prepare comprehensive documentation for court proceedings, ensuring accuracy and timely submission.
  • Conducted thorough risk assessments on delinquent loans, identifying potential issues and recommending appropriate action plans.
  • Diligently monitored bankruptcy filings affecting active foreclosures, ensuring proper handling of impacted cases.

Foreclosure Case Manager

SunTrust Banks Inc
02.2008 - 09.2018
  • Performed thorough review of mortgage documents (Declarations, Substitutions of Trustees, Affidavits, Complaints, Assignments of Mortgage, and Deeds) submitted by business partners within organization for issues, analyst, discrepancies, or errors to ensure documents were ready for execution.
  • Communicated with Attorneys regarding judgment, payoff, and reinstatement figures for home loans.
  • Coordinated client care plans to ensure comprehensive service delivery.
  • Prepare and submit for processing all monthly remittances on assigned portfolios within applicable required remittance deadlines.
  • Improved client satisfaction by effectively managing case loads.
  • Monitored industry trends and emerging legal or regulatory changes, proactively updating company procedures as needed to maintain compliance and mitigate potential risks.
  • Assisted in development of company policies related to loss mitigation efforts in response to changing industry standards or regulatory requirements.

Education

High School Diploma -

John F Kennedy High School
Richmond, VA
06-2004

Skills

  • Office Administration
  • Portfolio management
  • Banking
  • Financial data reconciliation
  • Asset management
  • Legal compliance
  • Eviction process
  • Organizational and planning skills

Education and Training

Richmond, Va

Contact

Glen Allen, VA 23059

Timeline

Cash Posting Specialist III

Atlantic Region CBO
12.2023 - Current

Senior Foreclosure Specialist

Citizens Bank
09.2018 - 04.2023

Foreclosure Case Manager

SunTrust Banks Inc
02.2008 - 09.2018

High School Diploma -

John F Kennedy High School
Latasha Bates