Financial Specialist Career Research and Resources
Citigroup
• Managed all aspects of loan bookings for assigned loans. • Managed all aspects of the monthly draw request process and other servicing needs for construction loans, multi-bank participations, and bond financings in a timely manner. • Ensured insurance coverage is appropriate and adequate. • Reviewed and prepared real estate tax and insurance payments. • Reviewed legal closing binders of loans serviced for completeness...
Avg. Salary: $60,000 · Company Rank: Not Available
North Fork Bank
• Originated and reviewed credit and construction files. • Coordinated between bank counsel, construction consultants and lending officers. • Reviewed loan documents, environmental audits and appraisals. • Attended loan closings to ensure the receipt of properly executed documents.
Avg. Salary: $60,000 · Company Rank: Not Available
JP Morgan & Co., Inc.
• Provided support to Corporate Trust Operations/Administration for data updates to system. • Coordinated and scheduled special reports, i.e. data base history and account lists.
Avg. Salary: $60,000 · Company Rank: Not Available
Prommis Solutions, LLC (Pite Duncan, LLP)
Process development and improvement. Daily tracking and billing reports. Preparing flat fee bankruptcy invoices per client fee schedules and federal mortgage guidelines. Monitor invoices for adjustments and rejections in client systems.
Avg. Salary: $45,000 · Company Rank: Not Available
GMAC Mortgage (Homecomings Financial)
Analyzed cash adjustment requests to determine best course for correction. Processed cash adjustment requests. Audited/researched loans for discharge and/or correction. Researched misapplied or missing funds. Trained employees to audit/research loans and other job functions.
Avg. Salary: $45,000 · Company Rank: Not Available
Fidelity National Foreclosure and Bankruptcy Solutions
Loan history audit project
Avg. Salary: $45,000 · Company Rank: Not Available
LessonLink
deveploped web-based educational programs
Avg. Salary: $45,000 · Company Rank: Not Available
Advanta Mortgage
Prepared mortgage and trustee funds for processing. Applied funds to accounts. Balanced and reconciled payment batches. Prepared payments for deposit. Processed return items (NSF, Stop Payment, etc.). Input information for payment dispersal. Proof-read disbursements prior to mailing. Processed disbursements for mailing. Monthly review of non-recoverable corporate advances for billing to RFC/vendors. Analyzed cash adjustment...
Avg. Salary: $45,000 · Company Rank: Not Available
Adecco Temporary Staffing
I was assigned to work at Prudential Insurance. I answered incoming calls from clients and agents regarding variable life insurance. I discussed options available to prevent policy from lapsing.
Avg. Salary: $40,000 · Company Rank: Not Available
Ameriprise
I answered incoming calls from contract holders, agents and other teams, regarding annuity contracts. I handled both simple and complex problems in a timely manner. I was promoted to the death claim team and processed death claims from beneficary notification to correct and prompt payment. I took charge of complex death claim cases with many or contested beneficiaries. I developed a system to return certified death certific...
Avg. Salary: $40,000 · Company Rank: Not Available
