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Skills

  • Team building
  • Business operations
  • Error resolution techniques
  • Process improvement
  • Compliance reporting
  • Project organization
  • Cross-functional team collaboration
  • Data management and backup
  • Client communication and updates
  • Invoicing support

Work Experiences

  • Assisted loan analysts in client document management, leading to a 36% increase in client retention for Austin.
  • Uploaded company policies and procedures to EDMS, which were then routed for approval and training.
  • Collaborated with internal team members to find proactive solutions to problems.
  • Cleaned, formatted, and applied styles to documents that were converted from one application to another.
  • Assisted in the development and maintenance of the documents that resulted from the continuous improvement activities.
  • Was in charge of the document control system, which included work instructions, procedures, and databases.
  • Compared incoming data to quality, integrity, and accuracy standards, found flaws, and implemented timely fixes.
  • Used initiative software to collect, review, and input cross-functional collaboration reports every day.
  • Identified flaws in the process and suggested or implemented changes.
  • Evaluated the effects of new technology and system upgrades on workflow.

Summaries

  • Multitasks effectively and manages shifting priorities.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Document Control Specialist with Banking and Financial Services experience of 18 years.
  • Working knowledge of document management systems.
  • Make management and control strategies and put them into action.
  • Document Review Specialist with a track record of successfully negotiating, researching, and communicating.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Microsoft Word formatting and document management skills.
  • Costs were consistently reduced while profits were increased.
  • Loan Documentation Specialist is a multi-talented Loan Documentation Specialist who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Proactively communicated with clients to retrieve missing documentation, reducing loan approval time by 8 days.
  • Developed training materials and led workshops for new hires on the company’s loan documentation and regulatory compliance best practices.
  • Implemented automated systems that improved document tracking and increased team productivity by 39%.
  • Reduced loan processing costs by implementing a document digitization effort that saved over 14 per year.
  • Awarded Lean for excellence in managing loan documentation processes and compliance.
  • Effectively managed and reviewed 10 loan files daily, ensuring all documentation was accurate and complete before submission.
  • Played a key role in the resolution of complex loan structures, supporting transactions totaling over $136,000.
  • Created and implemented a document retention policy that allowed for better audit readiness and reduced storage costs by 18.
  • Maintained a 66% data accuracy rate on reviewing loan applications and closing documents across Denver.
  • Collaborated with title companies to resolve discrepancies in loan agreements involving properties valued at over $244,000.

Affiliations

  • American Medical Informatics Association
  • National Association of Professional Mortgage Women (NAPMW) - Advocate for loan documentation best practices in mortgage underwriting.
  • Active member, Loan Processors Network - Shared best practices on optimizing loan package verification workflows with peers.
  • American Marketing Association
  • Loan Underwriting Certification - Successfully achieved certification in loan underwriting and risk assessment procedures from Meridian.
  • Alumni, Advanced Mortgage Loan Officer Program - Completed an intensive mortgage lending course with emphasis on documentation and compliance.
  • International Council of Nurses
  • Society of Corporate Compliance and Ethics (SCCE) - Received training in legal and regulatory frameworks for loan documentation in 2024.
  • National Loan Closers Association (NLCA) - Regularly contributed to best practice discussions on loan documentation and closing standards.
  • Participant, Data Management for Financial Services Taskforce - Focused on the accuracy and integrity of loan document databases.

Certifications

  • Certified Credit Risk Manager (CCRM)
  • MBA with a concentration in Finance or Risk Management
  • Certified Public Accountant
  • Certified Financial Services Auditor (CFSA)
  • Certified Mortgage Banker (CMB)
  • Certified Compliance Professional (CCP)
  • Financial Risk Manager (FRM)
  • CompTIA Network+
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Salesforce

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