Professional Documents
Culture Documents
Responsibilities included:
*Maintained customer contact data base .
*Primary contact for marketing materials, referrals and closing customers.
*Maintained referral tracking for all branches, compiled projections for the Hom
e Mortgage Consultants (HMC) in all branches.
*Maintained monthly reports on Affiliate Tracking and Protections.
*Provided customer assistance and issue resolution; compiled monthly customer su
rvey results.
*Prepared month close commission package for all HMC's for all branches.
*Completed expense reports for HMC's.
*Maintained compliance Reg B report weekly for 100% loan compliance.
*Assisted customers with credit report corrections
*Assisted branch manager with new employee hire and training.
*Created procedure manual for improved consistency and compliance.
*Maintained office supplies and answered multi-line phone system.
5/1985 to 5/2002 Chevy Chase Bank, FSB Bethesd
a, MD
Assistant Shipping Manager 1993 to 2002
Responsibilities included:
*Oversaw the distribution of employee work assignments.
*Maintained reports for loans to be shipped daily.
*Processed and shipped loans to multiple investors.
*Completed suspense notifications from investors.
*Reviewed and approved purchase advises from Investors for accuracy.
*Reconciled discrepancies on purchase advise.
*Processed and delivered Ginnie Mae pools.
*Wrote and conducted employee performance appraisals.
*Conducted applicant interviews.
*Trained new employees.
*Created and maintained Investor Guideline manuals.
Sr. Post Closing Coordinator 1990 to 1993
*Post close loan files.
*Reviewed all legal documents for accuracy.
*Reconciled monies and processed checks.
*Packaged loans for government insuring.
*Submitted loans for insuring and guaranty.
*Reviewed Mortgage Insurance Certificate's and Loan Guarantee Certificate's for
accuracy.
Document Control Coordinator 1985 to 1990
*Review Final Title Polices for accuracy.
*Review Recorded Deed of trust for accuracy.
*Create Assignments for recording.
*Send final documents to Investors.
*Monitor reports from Investors for deadlines on Final Documents.
Skill set:
Proficient in: Microsoft Office, ACT Data Base, Apptaker on the Web, Ginnie Net
2020, Freddie Mac Seller System and FNMA Seller System; Maryland Notary
Referrals available upon request