Wendy Manning
Charlotte,NC
Summary
- I work well independently, as well as in a team environment.
- I can effectively communicate with business partners and customers.
- I have strong organizational skills and the ability to manage multiple priorities.
- I have the ability to multitask with limited supervision, while producing accurate results.
Overview
20
20
years of professional experience
Work History
Wire Investigations
Wells Fargo Bank, N.A.
Charlotte, NC
01.2023 - Current
- Monitored progress of pending investigations to ensure timely completion.
- Ensured that all security protocols were followed during the course of an investigation.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Investigated and resolved various cases upon customer request.
Mortgage Loan Closer & Funder
Wells Fargo Bank, N.A.
Charlotte, NC
05.2015 - 07.2022
- Managed pipeline of home mortgage loans (Purchase & Refinance)
- Requested signed mortgage loan documents from the Settlement Agents and reviewed for accuracy
- Discussed and resolved closing issues with Settlement Agents and/or Escrow Officers in a timely manner
- Confirmed wire information with Settlement Agents and submitted funds for closings, 1 day prior to the scheduled closing date
- Cleared loan stipulations per compliance guidelines
- Cross-trained and assisted new team mates as needed
- Communicated via email or phone, giving authorization to the Settlement Agents to disburse funds.Mort
Loan Document Specialist
Bank of America
Charlotte
01.2012 - 04.2015
- Managed pipeline of mortgage loans
- Reviewed title commitments and sales contracts
- Verified the status of property taxes, and home insurance
- Worked closely with Attorneys and Title Agents ensuring the settlement statements were prepared accurately
- Worked with Loan Processors and Loan Officers as needed to assist with resolving any issues prior to closing
- Contacted customers to go over final numbers for closing
- Electronically sent closing documents to the Settlement Agents for signing
- Communicated with the wire dept as needed regarding funding issues that may arise
- Cross trained new team members as needed.
Tax Escrow Analyst
BB&T - Grandbridge Real Estate Capital
Charlotte
02.2005 - 07.2011
- Updated tax records for new Commercial Mortgage Loans
- Heavy data entry using Enterprise System
- Monitored, reviewed and paid tax bills per the Borrower's loan documents or Lender requirements
- Remitted payments of real estate taxes, in assigned portfolio, to the proper taxing authorities 30-days prior to the due date
- Communicated with taxing authorities and Asset Managers regarding tax issues and/or delinquencies
- Tracked tax payments for non-escrow loans and maintained accurate payment entries
- Analyzed escrow accounts, mailed escrow analysis statements to customers
- Assisted with Borrower inquiries, which required research at times, regarding tax amounts paid, escrow activity etc
- Managed weekly, monthly and quarterly lender certifications
- Generated quarterly and annual Lender reports according to regulatory guidelines
- Assisted with internal audits as needed.
Education
Bachelor of Arts - Organizational Communications
Queens College University
Charlotte, NCAssociate of Arts - Liberal Arts & General Studies
Central Piedmont Community College
Charlotte, NCSkills
- Customer Service
- Multitasking
- MS Office & Excel Skills
- Decision-Making
- Time Management
- Organizational Skills
- Attention to Detail
- Teamwork and Collaboration
- Time management abilities
- Documentation And Reporting
- Written Communication
Accomplishments
- I earned my Bachelors Degree while working full-time.
- I collaborated with Wells Fargo's Process & Procedure team while managing my daily tasks.
- I helped revise Confirmation of Disbursement template for Wells Fargo Funding team.
Additional information - Community service
- An advocate for children and spend time volunteering at various schools.
- Volunteer for Friendship Trays/Loaves & Fishes.
Skillsexperience
- Review & verify legal documents
- Microsoft Outlook, WORD & Excel
- Pipeline Management
- Customer Inquiry & Problem Resolution
- Team Mentor
Affiliations
- I enjoy spending time at bookstores such as Barnes and Noble, relaxing at the beach and giving back to my community by way of volunteering.
References
References available upon request.
Timeline
Wire Investigations
Wells Fargo Bank, N.A.
01.2023 - Current
Mortgage Loan Closer & Funder
Wells Fargo Bank, N.A.
05.2015 - 07.2022
Loan Document Specialist
Bank of America
01.2012 - 04.2015
Tax Escrow Analyst
BB&T - Grandbridge Real Estate Capital
02.2005 - 07.2011
Bachelor of Arts - Organizational Communications
Queens College University
Associate of Arts - Liberal Arts & General Studies
Central Piedmont Community College