Investor Reporting/ Realestate advisor/ Banking and Mortgage Servicing

Rate, USD
$30 / hour
Work schedule
Full Time,
Language skills
English
Available for Hire
Yes
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About me

I am writing to express my interest in joining your team and contributing my expertise in the mortgage, insurance, and escrow industry. With a strong background as a real estate agent in both commercial and residential sectors, I believe I can make a valuable contribution to your team.

Throughout my 18 years of experience, I have developed a comprehensive understanding of loss mitigation, insurance loss draft, default claims, and escrow procedures. My knowledge of the real estate industry and my experience in financing, risk assessment, and credit evaluation enables me to approach challenges with a well-rounded perspective.

I am recognized for my problem-solving skills, analytical mindset, and dedication to meeting production goals while maintaining exceptional quality standards. I have worked with colleagues who can attest to my ability to provide outstanding service and my commitment to process improvement.

My career has encompassed managing complex transactions, ensuring accuracy, and upholding high-quality standards. I possess effective communication and collaboration skills, enabling me to establish strong relationships with diverse stakeholders and drive successful outcomes.

I am enthusiastic about the opportunity to contribute to Chase and its continued success. I am confident that my industry knowledge, problem-solving abilities, and strong work ethic align well with your organization’s needs.

Thank you for considering my application. I have attached my resume for your review. I would welcome the opportunity to discuss how my qualifications align with your organization’s goals and how I can contribute to your team’s success. Please feel free to contact me at your convenience.


Professional area



Education

2-1-2002 to 12-2004 Bachelors @ Dallas Baptist University

I have a bachelors in marketing from Dallas Baptist University


Experience

Feb 2021 - Present Escrow Funder @ Zillow

Monitor and maintain files scheduled to close, ensuring accurate status tracking.
Train new employees on funding procedures and systems
Perform quality control activities post-closing, verifying payees and file balance.
Facilitate wire data transmission and resolve rejected wire matters.
Print checks and ensure proper delivery.
Reconcile escrow accounts

Dec 2020 - Present Agent @ US Realty Partners

Conduct Comparative Market Analysis and property valuations.
Negotiate contracts and leases
Implement real estate marketing strategies.
Provide mortgage and financing guidance
Manage transactions and client relationships
Tour and inspect properties for potential buyers

July 2020 - Jan 2021 Fidelity National Agency Solutions/Robert Half @ Fidelity National Agency Solutions/Robert Half

Verify payments for taxes, insurance, and liens
Handle escalated funding questions.
Investigate and recover erroneously disbursed funds.
Balance accounts and clear trail balances
Collect additional funds for payoff and tax shortages.
Initiate, approve, and issue disbursements via wire and checks.

September 2018 - May 2020 Accounting @ OS National Title

Reconcile and balance accounts.
Initiate, approve, and issue disbursements via wire and checks.
Verify payment of taxes, insurance, and liens
Ensure timely bulk transaction and fund verification.
Update HUD and Atla statements
Assist in updating standard operating procedures.
Verify the accuracy of supporting documentation.
Escalate financial discrepancies and provide solutions.

May 2014 - September 2018 Insurance loss draft/accounting @ Altisource

Reconcile and balance accounts.
Initiate, approve, and issue disbursements via wire and checks.
Verify payment of taxes, insurance, and liens
Ensure timely bulk transaction and fund verification.
Update HUD and Atla statements
Assist in updating standard operating procedures.
Verify the accuracy of supporting documentation.
Escalate financial discrepancies and provide solutions.

Loss Draft Specialist | May 2014 – December 2016
Handle escalations and research
Investigate and process fraudulent checks and fraud claims
Assess and allocate funds for property repairs.
Timely update and file claims
Follow guidelines and procedures to protect interests.
Conduct inquiries and provide claim summaries.
Review property inspections
Create timelines for escalations.
Follow loss draft procedures.


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