CompTia A+ certified professional seeking a technology position to utilize critical thinking skills, address customer support issues quickly and consistently exceed performance standards.
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•Oversee and execute the timely receipt, data entry, scanning and shipping of over 100 closed loan packages per month
•Achieve and maintain all departmental post closing resolution timeframes, service levels , and volume standards
•Effectively communicate with lenders, brokers, and clients, consistently responding to and following up on phone/email inquires within 24 hours of receipt
•Cross train within other departments in the unit to provide back up and assist as needed
•Supervised and assigned daily tasks for a team of 2 associates in Quality Control Department
•Immediately resolved conflicts as they arose, assessing and prioritizing workload for team
•Managed and maintained effective departmental workflow
•Meticulously audited closed loan packages for completion, assuring accurate files
•Executed trades with third party Hedge Funds, Managed Futures, Limited Partnerships, Offshore Funds and Private Equities
•Coordinated with trust administrators and fund companies to get necessary paperwork signed in order to complete transfers/re-registrations
-Maintained consistent follow up to ensure transfers/re-registrations were completed in a timely manner
•Provided team support, training, and direction during peak processing periods including addressing and resolving complex processing issues
•Consistently planned and implemented new/revised policies and procedures
•Cross trained on other jobs in the unit to provide back up and assist supervisor as needed
•Appointed as departmental representative to handle all Limited Partnership processes and inquiries for one of Wachovia Securities largest sub-firms, VSR Financial
•Facilitated a 4-week training pilot program for Wachovia's off shoring company, Genpact
•Successfully trained new staff on the day-to-day tasks associated with Limited Partnerships
•Awards:
Managed all aspects of the department including overseeing a team of 4 settlement officers closing 350 residential mortgage loans per month.
•Led team to be the top ranked branch (of 16) for closings and revenue since January 2005
•Ensured consistent and open communication with mortgage brokers, underwriters, lenders, real estate agents, and clients to facilitate timely completion of real estate transactions and promote future referrals
•Addressed and initiated appropriate resolutions to conflicts that arose during or after the loan process
•Coordinated interaction between Funding, Closing, and Final Policy Departments to ensure accurate and timely completion of real estate transactions
•Trained and developed settlement officers
Coordinated, scheduled, and executed 100 loan closings per month.
•Completed HUD settlement statements, organized lender's closing packages, and facilitated closings
•Performed pre-settlement and post-settlement responsibilities assuring complete and accurate closing files
•Provided excellent customer service for all internal and external clients
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