Work Preference
Overview
Work History
Timeline
Summary
Education
Skills
Software
Work Availability
Languages
Interests
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Teresa Mosley

Teresa Mosley

Concord,NC

Work Preference

Location Preference

RemoteHybrid

Important To Me

Career advancementCompany Culture

Overview

10
10
years of professional experience
3
3
years of post-secondary education

Work History

Valuation Coordinator Specialist

Wells Fargo
Charlotte, NC
07.2024 - 12.2025
  • The role of Valuation Coordinator Specialist, involves ordering and preparing Homeowner Association Questionnaires, and Master Certificate of Insurance for Condominium Purchase or Refinance. Review the certificate of insurance for Property and Liability to ensure the correct coverage amount and endorsements are listed on the policy. Review, and managed loan documentation to ensure accuracy, compliance, and completeness. They work closely with loan officers, underwriters, and clients to facilitate the loan process. Responsibilities may include: Order Questionnaires from Third Party websites to order and pay the required fee for document. Complete a monthly expensive report each month for all order that month.
    Collaborating with loan officers and underwriters for necessary information for loan applications and documentation.
    Complete daily task. Adhere to SLA requirements.
    Monitoring and adhering to federal and state lending regulations, with training provided as necessary.
    Identifying and addressing potential risks in loan files
    Maintaining clear and consistent communication with clients, providing updates on loan status and requirements.
    Utilizing loan origination software and document management systems to streamline processes and ensure accurate record-keeping.
    Ensuring all loan-related activities align with company policies and procedures Contributing to process improvement initiatives aimed at enhancing loan administration efficiency.
    The role requires a proactive approach, strong attention to detail, and the ability to work collaboratively within a team while also being self-motivated. It is an essential position for ensuring the smooth operation of loan processing and compliance within the financial institution.

Escalations Representative / Customer Service

Wells Fargo
Charlotte, NC
12.2022 - 06.2024
  • Investigated and resolved complex customer inquiries and complaints, ensuring customer satisfaction and adherence to company protocols.
  • Reviewed cases for both regulatory and non-regulatory risk indicators, contributing to risk mitigation and compliance efforts.
  • Acted as liaison to de-escalate issues, facilitating timely resolutions and maintaining customer relationships.

Loan Processor

Aspire Financial / Texas Lending
Dallas, TX
11.2020 - 06.2022
  • Processed and verified loan documentation with accuracy and efficiency, ensuring compliance with company standards and regulations.
  • Scheduled appointments and coordinated client communications to facilitate seamless interactions and improve client satisfaction.
  • Maintained confidentiality of sensitive client information while collaborating with various departments to ensure smooth loan processing.

Internal Quality Specialist/Mortgage Loan Processor

Indecomm Global Services
01.2016 - 01.2020
  • Conducted thorough reviews of mortgage loan files to ensure compliance with industry regulations and company policies.
  • Identified and resolved discrepancies in loan documentation, enhancing the accuracy and integrity of data processing.
  • Collaborated with cross-functional teams to streamline processes, resulting in improved operational efficiency.
  • Maintained up-to-date knowledge of ever-changing mortgage industry standards to provide informed recommendations.
  • Played a key role in reducing processing errors by implementing effective quality control measures.
  • Successfully processed a high volume of loan applications, ensuring timely and accurate completion.

Timeline

Associate of Science - Medical Administration Assistance

Ultimate Medical Academy
01.2026 - Current

Valuation Coordinator Specialist

Wells Fargo
07.2024 - 12.2025

Escalations Representative / Customer Service

Wells Fargo
12.2022 - 06.2024

Loan Processor

Aspire Financial / Texas Lending
11.2020 - 06.2022

Internal Quality Specialist/Mortgage Loan Processor

Indecomm Global Services
01.2016 - 01.2020

High School Diploma -

Stonewall Jackson High
09.1986 - 06.1989

Summary

Highly organized and detail-oriented professional with strong work ethic and dedication to achieving goals. Knowledgeable in business processes and customer service best practices. Dependable Coordinator provides excellent office management and administrative support. Possesses strong communication and interpersonal skills with demonstrated ability to manage competing priorities and meet deadlines. Creative problem solver with strong analytical and critical thinking skills. Outgoing Valuation Coordinator with experience overseeing multiple tasks. Hardworking professional committed to providing outstanding customer service and assistance. Organized and efficient Valuation Coordinator supporting corporate level officers and senior management personnel with demonstrated the skills in process, procedure and policy improvement initiatives. Accomplished in workflow optimization techniques implementation which increase productivity, reduce labor and maintain business integrity and quality of service. Self-motivated Valuation Coordinator brings proven leadership, organizational and customer relations skills. Independently solves problems and keeps teams on task to handle diverse business requirements.

Education

High School Diploma -

Stonewall Jackson High
Charleston, WV
09.1986 - 06.1989

Associate of Science - Medical Administration Assistance

Ultimate Medical Academy
Clearwater, FL
01.2026 - Current

Skills

  • Information collection
  • Task prioritization
  • Relationship building
  • Work Planning and Prioritization
  • Decision-making
  • Operations management
  • Customer service
  • CRM software
  • Time management
  • Multitasking and organization
  • Client coordination
  • Insurance verification
  • MS office

Software

Microsoft Word

Encompass

SharePoint

Docu/Signed

Collateral Management Systems

CORE

ICMP Image System

Concur Monthly expense system

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages

English
Full Professional

Interests

Sports: Playing sports, participating in team sports, or exercising

Teresa Mosley