Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Yoselin Loaiza-Gonzalez

Edmond,OK

Overview

10
10
years of professional experience

Work History

Tax Administrator

Paycom
03.2023 - Current
  • Research requested returns, create reports and assist with double checking all returns for accuracy.
    Assist in researching, tracking and resolving tax issues on a timely basis.
  • Assist with screening and sorting tax issues by tax type or assigning to correct queue.
  • Assist with working assigned audits.
    Assume responsibility for maintaining effective communication with Paycom personnel and management.
  • Assist other Paycom associates as needed.
    Inform management of area activities and of any significant client problems.
    Attend and participate in meetings as required.
    Maintain a positive attitude with all Paycom personnel and management.
    Assume responsibility for assisting Paycom management with special projects including quarter-end and year-end processing.
  • Work additional hours as required to meet tax issues queue deadlines.
    Assist coworkers and Paycom management when requested.
  • Performs other duties as assigned

Collateral Specialist

Caliber Home Loans
10.2016 - 11.2022
  • Identify, process, and prepare required documents (Assignments of Mortgage, Release of Liens, Allonges, Lost Note Affidavits, Lost Mortgage Affidavits, etc.) to create files for loan services.
  • Review prepared loan documentation to ensure thoroughness, accuracy, and completeness with documentation standards
  • Request collateral files from investor designated document custodians to ensure that all needed documentation is obtained to efficiently process Loss Mitigation, Bankruptcy, and Foreclosure proceedings
  • Call and Email prior mortgage companies, clients, title agencies in regard obtaining original or certified copies by email, secure upload or mail.
  • Update Mortgage Electronic Records System, Inc. database to ensure adequate reporting of changes in mortgage servicing rights and beneficial ownership interests in loans serviced
  • Update and annotate all actions/follow-ups processes on loans in all appropriate systems.
  • Created UPS Labels to ship out Documents
  • Have signed as a witness for assignments of Mortgages
  • Update DokTrak system of the location of files by UPS Tracking Number and out bound calls with bank to confirm arrival of documents.
  • Weekly audit to confirm files location and are stored and which need to be sent out to different lender
  • Update daily transmittal report on DokTrak for Caliber home loans employees to accurately generate daily metric.
  • Developed training materials for new hires on proper handling and documentation procedures for different types of collaterals.
  • Collaborated with other departments with providing requested documents and creating exceptions into doktrak system.

Customer Service Specialist

Caliber Home Loans
09.2015 - 10.2016
  • Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer''s needs.
  • Managed high call volume while maintaining a courteous and professional demeanor.
  • Established trust with clients through clear communication, patience, and understanding their unique challenges fully before offering solutions tailored to their needs.
  • Adapted quickly to changes in company policies or procedures ensuring consistency in delivering accurate information to customers.
  • Inbound customer service-related calls, as well as contact homeowners across the country to collect past-due mortgage payments, identify their issues,
  • Handling inbound Customer Service calls, assisting with an assortment of questions from website assistance, escrow to processing payoffs
  • Assist with creating workable payment solutions that satisfy both our clients/investors and our company


Customer Service Cashier

Khols
08.2014 - 07.2015
  • Responsible for greeting and offering assistance to customers as needed.
  • Answer incoming phone calls, transfers phone calls to correct department.
  • Provides proper information and instruction to customers.
  • Solicits, opens and activates Kohl’s Charge applications in accordance with Company standards
  • Solicits e-mail addresses from customers.
  • Initiative to work independently to meet presentation and recovery expectations.
  • Resolves ad issues as needed by changing signs to reflect current sale price.
  • adjust price changes of products uploaded to the store's system.

Education

High School Diploma -

North High School
Edmond, OK
05.2014

No Degree - Computer/Business in Special Effects Tech

Francis Tuttle Technology Center - Rockwell
Oklahoma City, OK
10.2013

Skills

Continuous Learning Attitude

ability to learn new software

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Timeline

Tax Administrator

Paycom
03.2023 - Current

Collateral Specialist

Caliber Home Loans
10.2016 - 11.2022

Customer Service Specialist

Caliber Home Loans
09.2015 - 10.2016

Customer Service Cashier

Khols
08.2014 - 07.2015

High School Diploma -

North High School

No Degree - Computer/Business in Special Effects Tech

Francis Tuttle Technology Center - Rockwell

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Yoselin Loaiza-Gonzalez