Tesheena Williams
EverBank
Jacksonville,FL
20
years of professional experience
Accomplished financial services professional with expertise in structured mortgage finance and loan servicing. Manage funding processes with a focus on regulatory compliance and accuracy, while enhancing team performance through effective training initiatives.
Work History
Structure Mortgage Finance Funding Specialist
5 Years 10 Months- Reviewed loan documentation for accuracy, verified compliance requirements, and ensured alignment with company guidelines.
- Managed coordination of borrower, lender, and title company communications to support efficient funding timelines.
- Directed end-to-end funding process, coordinating milestones to ensure adherence to deadlines and regulatory requirements.
- Delivered hands-on training for junior team members covering funding procedures, operational best practices, and practical guidance.
Tax Professional
2 Years 7 Months- Managed preparation and review of individual and small-business tax returns to support accurate compliance with federal and state regulations.
- Delivered clear, actionable tax advice to clients on income reporting, deductions, and year-round tax planning strategies to reduce liabilities and improve financial outcomes.
- Conducted accounting analysis in QuickBooks, reconciling accounts and correcting discrepancies to ensure accurate financial expense reporting for tax preparation.
Special Loans Analyst
11 Years 6 Months- Provide specialized servicing support for HUD235, Farm Loan Recertification, CEMAs, Section 8, Co-Op Continuations, Balloon loans, and SCRA.
- Resolved Chain of Title issues and acted as primary point of contact for routine and complex research requests, enhancing efficiency in service delivery.
- Trained newly hired employees on Special Loans servicing processes, while maintaining and updating servicing procedures to improve onboarding experience.
- Completed requested modifications and assignments accurately and on time.
- Research and resolve Chain of Title issues and serve as a primary point of contact for routine and complex research requests.
- Train newly hired employees on Special Loans servicing processes and maintain and update servicing procedures.
- Adhere to investor requirements and maintain current knowledge of bank policies, procedures, regulations, systems, products, and services.
- Executed modifications to loan agreements as per client requests. and assignments accurately and within required timelines.
- Processed and respond to subpoenas.
Customer Service Representative
2 Years 3 Months- Delivered exceptional service by addressing product and service inquiries, cross-selling relevant offerings, and ensuring customer satisfaction through courteous interactions.
- Resolved product and service issues by diagnosing root causes, articulating effective solutions, expediting resolutions, and proactively following up with customers.
- Ensured compliance with federal, state, and local banking regulations while supporting bank operations through adherence to established policies and procedures.
Education
High School Diploma
No Degree
Skills
Funding management
Regulatory Compliance
Audit compliance
Loan servicing
Loan processing
Risk Assessment
Report generation
Excel
QuickBooks
MSP/LPS
LexisNexis
Loan Compliance
Loan Documentation
Promerit
Operational Training
Word
Timeline
Structure Mortgage Finance Funding Specialist
EverBank
12.2020 - CurrentRead More
Tax Professional
H&R Block
09.2020 - 04.2023Read More
Special Loans Analyst
EverBank
06.2009 - 12.2020Read More
Customer Service Representative
EverBank
03.2007 - 06.2009Read More
William M Raines
High School Diploma
Read More
Florida State College
No Degree
Read More