Loan Iq Customer Service
Resume:
Sy'Donia Adams
Communications, Loan IQ, AFS Consultant, Strategic Operations Team Leader
Indian Land, SC 29707
*************@*****.***
Professional Summary
Experience with Underwriting Financial, FHA, VA, Bank Loan IQ Software and Compliance Analyst, Commercial Administration, Attention to detail, Multi-tasking, Organizational skills, Critical Thinking skills, MS software experienced, Customer Service, NC Certified Notary, Insurance Agent. Authorized to work in the US for any employer
Work Experience
Financial Consultant
OneMain Financial-Fort Mill, SC
January 2024 to Present
Speaking to customers in a call center environment with inbound and outbound calls regarding their credit card accounts and making payments and arranging payments with customers daily with goals. Reviewing various types of individual and business tax documents along with assisting with preparations. SBA Loan Underwriter Trainer
U.S. Government-Remote
June 2022 to December 2023
Working through the government on commercial loans for fraud in the PPP loan division. Responsibilities included verifying business documentation income assets along with the guidelines that is set forth by the state regulations as it relates to businesses. We evaluate the customers account history and check the sources of where the money came from making sure that it's within the guidelines and not coming in from layering illegal activity or anything such as that if it is then we would normally send it to a special department for further investigation. Loan IQ systems used.
Team Lead Underwriting Mentor
ICG America-Melville, NY
June 2020 to December 2022
Underwriting, creating and clearing conditions on conventional and Fha, VA loans. On Refinancing and Purchases with an average pipeline of 100 loans. Used loan IQ as a customer database for conditions along with calculating W2, Self Employed, Retired or Military income. Verifying assets and Appraisals, HOI, rental properties and liabilities with Credit authority. Sr Financial Loan Processor
RoundPoint Mortgage Servicing-Fort Mill, SC
February 2018 to June 2020
Outbound and inbound calls to customers to answer loan questions and Oversee Conventional, FHA and VA loans with an average pipeline of 80 files. Assisting with conditions or complex loans based on the asset income appraisal and the aus findings and helping to clear conditions for areas needed along with meeting production goals.
Loan IQ Data Analyst
Bank of America-Charlotte, NC
December 2016 to January 2018
Responsible for verifying funds in accounts over a certain amount. Verifying assets for anti money laundering guidelines. Using Loan IQ software that houses the loans. Training different departments on Loan IQ and assisting with producing an online manual was essential and helpful to the organization. Senior Credit Analyst
Wells Fargo-Charlotte, NC
April 2011 to December 2016
Managed a pipeline of 80 + files. Ordered title, appraisals, insurance, pay stubs, vom's, voes, credit review, liability reviews for repayment and modification approvals. Primary responsibilities was to clear and fulfill conditions set to ensure a resolution was merited. Education
Associate in Science (AS) in Business Accounting
CPCC - Charlotte, NC
October 2000 to March 2007
High school diploma or GED
Skills
• Mortgage servicing
• QuickBooks
• Accounting (10+ years)
• Bookkeeping
• Sales
• Product demos
• Customer service
• Leadership
• Purchasing
• Telemarketing
• Documentation review (10+ years)
• Underwriting (7 years)
• Banking (9 years)
• Communication skills (10+ years)
• Financial Analysis
• Data entry (10+ years)
• Internal Audits
• Microsoft Word (10+ years)
• Underwriting
• Credit analysis
• Negotiation
• Purchasing
• Banking
• Research (10+ years)
• Investment banking
• Operating systems
• 10 key calculator (10+ years)
• Upselling
• Customer service (10+ years)
• English (10+ years)
• Account reconciliation
• Fair Housing Regulations (7 years)
• Loan processing (8 years)
• Operating systems (10+ years)
• Loan processing
• Procurement
• FNMA
• Project management
• Accounting
• Project management
• Process Improvement (4 years)
• Quality control (10+ years)
• Microsoft Office (10+ years)
• Lending
• Account Reconciliation (7 years)
• Communication skills
• Quality assurance (9 years)
• Microsoft Excel (8 years)
• Business Analysis
• Credit Analysis (10+ years)
• Quality control
• Analysis skills (10+ years)
• Retail math
• Leadership
• Basic math
• Dealership experience
• High-end sales
• Phone etiquette
• Medical terminology
• Quality assurance
• Office management
• Analysis skills
• Computer skills
• Supervising experience
• Office Management
• Medicare
• Fair Housing regulations
• Retail sales
Languages
• English - Expert
Certifications and Licenses
pharmacy technician certification
driver's license
CPR Certification
Certified Bookkeeper
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