Vanessa Ann Guedea
Summary
Resourceful and adaptable professional with a strong commitment to delivering exceptional customer service. Possessing excellent interpersonal skills, demonstrating a natural ability to build rapport with individuals from diverse backgrounds. Thriving in fast-paced and dynamic environments, skilled at multitasking while maintaining a professional and courteous demeanor.
Overview
11
11
years of professional experience
Work History
Accounts Payable and Receivables II
USAA
07.2021 - Current
- Applies intermediate knowledge of financial operations to ensure internal systems are in working order
- Under general supervision, assists with processing of financial transactions in a timely manner to meet service level agreements
- Applies intermediate knowledge of financial operations and collaborates with team in identifying issues for escalation and problem resolution
- Collaborates with team members in documenting process maps and procedures for key processes
- Consistently contributes to team and organizational goals
- Acquires and applies intermediate knowledge of policies, processes, industry practices, systems and / or equipment
- Performs all other tasks as assigned.
Loan Officer Associate II
USAA
07.2017 - 07.2021
- Collect Appraisal fees from USAA Members for loan applications and verify accuracy of information provided
- Prepares loans in accordance with prescribed workflows, timelines quality and productivity standards
- Provide members with assistance in collection of required loan documentation and informs members of origination process and timeliness
- Ensures the accuracy of member data entered the Loan Origination System (Cadence)
- Meets and exceeds members expectation and target dates within the loan application process
- Work closely with USAA Members and the Loan Officers during preparation of the mortgage loan application for submission to the processing team
- Performs other loan setup and originations- related tasks as requested.
Appraisal Fee Project (Balance & Controls)
USAA
03.2018 - 12.2018
- An exception report was created with items that need to be researched - the items on this report are from a manual process of Collecting Appraisal Fees, this report would identify either missing or incorrect information
- After research the correct information would be sent over to Member Services to correct and post the transaction in Cadence
- Appraisal Account (183421) consists of balancing the account
- Verifying all accounts are offset with the Clear Commerce entry and the Cadence transaction using Accurate, Approval Soft, Cadence and the Exception Report
- Intracompany Funds Transfer- Manual entries of members Property Insurance Premiums collected at Closing
- Using Accurate, Intracompany Funds Transfer and Portal
- Pick up printed checks from a secure room - once in possession they were manually entered in PeopleSoft with serial numbers and then ready for distribution
- Checks are picked up by whomever requested/approved the check
- Daily Activity reports consist of daily screenshots and Monthly statements for 33 accounts and are sent to the investor (Nationstar).
VOE Specialist (Contractor)
USAA
10.2015 - 07.2017
- Review documentation and assure all customer authorizations are signed and complete
- Maintain an up to date, complete and accurate communication log and follow up accordingly
- Verify all employers through a third-party source
- Review employment verifications for accuracy and completion
- Ability to handle confidential or sensitive information
- Daily contact with employers and Human Resource departments to obtain employee information.
Operations Processor
Wells Fargo
06.2013 - 06.2015
- Review documentation and assure all customer documents are complete and meet program guidelines
- Responsible for daily, weekly, and monthly reports to assist Loan Officers and Operations Manager.
Education
High School Diploma -
Fox Technical High School
San Antonio, TX05.2007
Skills
- Bank Reconciliation
- Payment Scheduling
- Cash Flow Management
- Data Entry
- Account Reconciliation
- Payment Processing
- Cash Flow analysis
- Financial Reporting
- Statement Review
- Report Preparation
- Attention to Detail
- Time Management
- Critical Thinking
- Organizational Skills
- Interpersonal abilities
- Invoice Processing
Timeline
Accounts Payable and Receivables II
USAA
07.2021 - Current
Appraisal Fee Project (Balance & Controls)
USAA
03.2018 - 12.2018
Loan Officer Associate II
USAA
07.2017 - 07.2021
VOE Specialist (Contractor)
USAA
10.2015 - 07.2017
Operations Processor
Wells Fargo
06.2013 - 06.2015
High School Diploma -
Fox Technical High School
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