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Derivative Loan Docucument Specialist III Resume Example

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DERIVATIVE LOAN DOCUCUMENT SPECIALIST III
Professional Summary
Energetic, client-focused professional looking for a position in Loan servicing, Client relationships, and financial industry with a financial employer to utilize my extensive knowledge and experience in order to assist the company's overall growth and success detail-oriented resourceful ability to multi-task effectively communication skills Ethical and trustworthy Team-Work courtesy, call center and compliance People oriented Organizational skills Top Performer in exceeding AHT and Quality Assurance goals. Consistently achieved highest scores in PAR, delinquency and utilization Junior Underwriter/ Loan Processor/ Loan Servicing Representative II- INTEGRA STAFFING, Charlotte NC 2009 with Wells Fargo Home Mortgage Assist with loss mitigations calls offering and scheduling workout options such as RPPs, MOD's, MODSF's as well as liquidation options such as Deed In lieu's and Short Sales. Participate in meeting departmental goals such as delinquency, utilization and PAR while working in a fast paced; team oriented environment. Demonstrated ability to maintain composure and work efficiently in a fast paced environment, while providing accurate information and quality customer service. Achievements Top Performer in exceeding AHT and Quality Assurance goals. Consistently achieved highest scores in PAR, delinquency and utilization
Skills
Work History
Derivative Loan Docucument Specialist III, 01/2014 to Current
Wells Fargo Bank – Charlotte, NC.
  • Exceeded daily production for processing inbound derivative counterparty and trade documentation.
  • Responsible for processing fully executed counterparty and trade documents.
  • Ensure that required data is appropriately tracked and recorded in Filenet P8 and GDD, as well as all pertinent information is added to project spreadsheet.
Loan Processor/Junior Underwriter/Customer Relationship Manager II, 01/2010 to 01/2014
  • Bank Of America.
  • Serve as a single point of contact to the borrowers.
  • Responsible for managing a portfolio of loans in default.
  • Educate customers on options such as Repayment plans, Special Forbearance plans, Modifications, Short Sale /DIL or Foreclosure .Activities include document validation, NPV modeling, and second mortgage modifications.
  • Authority to send completed packages to underwriter.
  • Managed caseload of over 500 FNMA/ FHLMC pipeline.
  • Extensive knowledge of (investors) GSE Loans- FHA, Fannie Mae, Freddie Mae, Bankruptcy, Multi- Lien, Non- GSE Loans- Service for Others (SFO), Held for Investment (HFI), Home Affordable Modification Program (Hamp /Non- Hamp), and Making Home Affordable (MHA).
  • Completed Manual modification underwriting calculations.
  • Achievements Top Producer in sending loans to Underwriting and Declines- First Quarter 2012- Bank of America/ Top Performer in exceeding AHT and Quality Assurance goals Trained teammates how to navigate systems and document guidelines.
  • Trained policy and procedure.
  • Held training sessions in boardroom settings and on individual basis.
Financial Crimes Specialist II, 01/2010
Wachovia Bank – Charlotte, NC
  • Document research findings and actions on cases for possible referrals for Suspicious Activity, Identity Theft Operations (ITO) and Suspected Financial Abuse Maintain an in depth understanding of compliance, regulatory and departmental policies and procedures.
  • This included obtaining a thorough knowledge of the regulatory requirements of the Bank Secrecy Act (BSA) and AMTS' internal BSA compliance and Visa policies and procedures.
  • Responsible for analyzing customer's spending patterns &/or ATM deposits on a case-by-case basis to prevent losses for both Wachovia and the customer Resolve discrepancies while monitoring fraudulent activities.
  • Analyze and documented all fraud trends as well as create the necessary action plan to prevent recurrence.
Mortgage Loan Processor / Jr. Underwriter./Loss Mitigations Counselor II, 01/2009 to 01/2010
SunTrust Bank – Orlando, Fl
  • Assist with processing; closing and compliance for loan products such as modifications and short sales; analyzing applicant, property, financial status, hardship, and documentation; requesting all required verifications, documentation and subsequent follow ups.
  • Evaluate the customer's financial ability, reason for default and ability to make payments.
  • Recommend and initiate loss mitigation options appropriate to the customer's situation according with investor's guidelines: FNMA, FHLMC, VA, FHA, SunTrust and other private invested loans, such as: Loan modification, Short Sale, Repayment Plan, Deed in lieu, Forbereance.etc.
Education
Bachelors of Arts: Communications and Media Studies, Pennsylvania State University - Erie, Pa
Communications and Media Studies
Skills
Adobe, As400, ATM, closing, CRM, documentation, Fax, Filenet, Financial, Lexis, managing, Access, Excel, MS Office Products, Outlook, PowerPoint, Word, modeling, Oracle, PeopleSoft, policies, Producer, Quality Assurance, research, sales, SAP, Seibel, spreadsheet, validation
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Resume Overview

Companies Worked For:

  • Wells Fargo Bank
  • Wachovia Bank
  • SunTrust Bank

School Attended

  • Pennsylvania State University

Job Titles Held:

  • Derivative Loan Docucument Specialist III
  • Loan Processor/Junior Underwriter/Customer Relationship Manager II
  • Financial Crimes Specialist II
  • Mortgage Loan Processor / Jr. Underwriter./Loss Mitigations Counselor II

Degrees

  • Bachelors of Arts : Communications and Media Studies ,

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