Collaborated with real estate agents to enhance client service experiences.
Resolved customer inquiries regarding property listings and transaction processes.
Documented customer interactions in the internal CRM system for tracking purposes.
Educated customers on website features and functionality for better navigation.
Escalated complex issues to management for timely resolution and follow-up.
Provided expert customer support via phone, email, and chat channels.
Investigated customer complaints regarding product quality or service rendered.
Recorded all customer interactions into the database system accurately and completely.
Collaborated closely with other departments such as sales or marketing to resolve complex customer issues quickly and efficiently.
Ensured customer satisfaction through effective communication skills and problem resolution techniques.
Provided technical support to customers by responding to inquiries and resolving issues in a timely manner.
Participated in team meetings to discuss strategies for improving customer experience.
Title Curative Specialist
NewRez
Tempe
07.2024 - 02.2025
Prepared and reviewed title documents for accuracy and compliance.
Reviewed title documents to identify potential title issues and determine appropriate action.
Drafted legal documents such as affidavits, quitclaims and other conveyance instruments.
Researched public records, including deeds, mortgages and liens for accuracy.
Examined chain of title to identify discrepancies or irregularities.
Evaluated documents to determine property ownership.
General Ledger Accountant
1First Bank
Miami
03.2023 - 04.2024
Managed monthly general ledger reconciliations for financial accuracy.
Analyzed financial statements for compliance with banking regulations.
Prepared journal entries and maintained comprehensive supporting documentation.
Collaborated with auditors to facilitate year-end audit processes.
Reviewed account variances and communicated findings to management teams.
Updated journal entries to ensure accurate reporting of transactions.
Performed monthly closing activities such as accruals and deferrals.
Prepared bank reconciliations on a regular basis.
Reviewed and reconciled general ledger accounts for accuracy and completeness.
Assisted with external audits by providing necessary documents and information.
Provided support to other departments regarding financial matters.
Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
Posted financial data in Excel spreadsheets and managed inventory.
Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
Closing Processor/Seasonal Worker
Desjardins Bank
Hallandale
02.2022 - 03.2023
Communicated with customers, lending personnel and title companies to coordinate closing activities.
Managed validation of documentation to regulate underwriting and closing requirements.
Worked with credit analysts and loan origination team to prepare settlement documentation packages.
Examined and verified information in loan application and closing documents.
Assembled credit file for review by post-closing review team.
Worked with third-party vendors to address and clear loan closing requirements.
Prepared and delivered loan documents to title and escrow teams.
Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
Carried out pre-funding and funding functions.
Mortgage Loan Processor
Network Capital Funding
Miami
09.2020 - 10.2021
Evaluated financial statements and contacted institutions and customers to clarify details.
Managed any conditions sent from underwriting departments.
Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
Checked approvals against established bank and government lending standards.
Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
Maintained complete confidentiality of all submitted information according to release guidelines.
Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans.
Filed completed packages quickly and efficiently.
Completed closing process by collaborating with attorneys, title companies and government clerks.
Reviewed historical customer accounts to assess payment compliance and adherence to loan terms.
Organized, filed and maintained customer, department and regulatory loan records.
Examined and verified information in loan application and closing documents.
Prepared and delivered loan documents to title and escrow teams.
Carried out pre-funding and funding functions for more than 30 cases per month.
Worked with third-party vendors to address and clear loan closing requirements.
Submitted completed loan applications, including recommendations for underwriting approval or denial.
Conveyed acceptance or rejection to customers by mail, telephone or in person.
Checked applicant credit, personal references and employment histories.
Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
Mortgage Loan Processor
LOANDEPOT
Scottsdale
10.2018 - 08.2020
Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
Evaluated approvals against established bank and government lending standards.
Coordinated closing process with attorneys, title companies and government clerks. Maintained compliance with privacy and security requirements, as well as federal statutes covering all loans.
Maintained compliance with privacy and security requirements, as well as federal statutes covering all loans.
Upheld complete confidentiality of all submitted information according to release guidelines.
Handled any conditions sent from underwriting departments. Reviewed financial statements and contacted institutions and customers to clarify details.
Conducted pre-funding and funding activities for over 30 monthly applications.
Produced and submitted completed loan packages to title and escrow professionals.
Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
Verified credit histories, personal references and employment backgrounds for each applicant.
Reviewed and validated details of loan applications and closing documentation. Assessed customer account histories to determine previous compliance with payment plans and loan terms.
Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Filed completed loan applications with underwriting and made approval or denial recommendations.
Consulted with outside vendors to identify and resolve loan closing issues
Education
Associate of Science - Psychology
Miami Dade College
Miami, FL
06.2002
Skills
Financial analysis
General ledger reconciliation
Compliance auditing
Bank reconciliation
Month-end closing
General ledger management
Oracle financials
Sarbanes-oxley (SOX)
Loan processing
Title examination
Customer relationship management
Financial document review
Escrow coordination
Proficient in Encompass, Empower Microsoft outlook, Simplifile, Oracle, Salesforce