DOC Specialist Resume Samples

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E Sipes

Emelie

Sipes

79871 Gusikowski Center

Houston

+1 (555) 137 8930

79871 Gusikowski Center

Houston

Phone

p +1 (555) 137 8930

Experience Experience

New York, NY

Data & Doc Specialist

New York, NY

Larkin-Cruickshank

New York, NY

Data & Doc Specialist

Ensuring client confidentiality is upheld and provide advice and guidance to the Front Office and other Operations teams
Preparation of monthly reporting for management or controlling purposes
Updating and monitoring of procedures and checklists to increase knowledge & process improvement
Engage in adhoc project, including systems testing (UAT), process improvement, cross-border initiatives, new regulatory
On occasion, work closely with IT to identify and rectify hardware and/or software issues. This may include testing, reporting issues
Provide help and support regarding all document processing matters
5 Status tracking and reporting of the progression of document review

Philadelphia, PA

Doc Review Senior Specialist

Philadelphia, PA

Dach Group

Philadelphia, PA

Doc Review Senior Specialist

May support business processes and testing, provide support to customer-facing teams, provide location support, or perform basic operations duties
Complete loan level reviews on aging loans which is provided to upper management
Effectively prioritize work to ensure efficiency
Process work with Accuracy and attention to detail
Review the following systems to determine eligibility or for tracking purposes
Communicate with internal teams or partners to facilitate resolution of outstanding items
Processing and reviewing request using multiple systems while maintaining service levels

present

Phoenix, AZ

Lead Specialist, Prod Doc Mgmt

Phoenix, AZ

Howell, Walker and Quitzon

present

Phoenix, AZ

Lead Specialist, Prod Doc Mgmt

present

Identify process breaks and created working solutions to eliminate problem areas ensuring smooth flow in processes
Analyzes processes and makes recommendations for improvement
Lead the development of operational measurements
Directly supports revenue targets by providing complete, accurate order codes to internal sales reps and Dell’s online customers
Manages product data (PD) marketing and engineering changes and deviations in support of new products across all sales motions and engines
Leads, deploys, maintains, and manages Product Data (PD)
Lead the development and analysis of key metrics and statistics to optimize efficiency of operational resources

Education Education

Bachelor’s Degree in Related Field

Liberty University

Bachelor’s Degree in Related Field

Skills Skills

Verifiable experience in an application, operations or support center is beneficial
Self-motivated, goal oriented and meticulous individual, who can adhere to departmental processes and procedures and able to work with minimal supervision
Able to multi-task and manage changing and possibly conflicting priorities to meet demands of internal and external customers
Excellent analytical, communication (verbal and writing) skills, process-oriented
VMware (ESX), KVM, or Xen experience and general virtualization best practices
Interested in emerging technologies in the digital media marketplace
Understanding of private/public IaaS or SaaS cloud service providers such as AWS or Rackspace leveraging EC2, S3 or other services
Works well with others in an integrated team environment
Our culture motto is More Fun, Less Fear, All in
Recognized as a powerhouse portfolio with 100+ brands in over 200 countries

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8 DOC Specialist resume templates

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Doc Review Senior Specialist Resume Examples & Samples

Minimum of 2 years of banking operations, compliance/legal operations, or case based service operations experience
Bachelors degree in related field (Corporate Law, Legal Assistant, Criminal Justice, etc)
Paralegal certification preferred
Proficient with Microsoft Office Applications including: Excel, Word, and Outlook and general desktop PC operation
Able to accurately type by touch at 45-50 wpm
Ability to interpret and extract data from complex legal documents
Able to identify and mitigate risk exposed to the firm
Excellent communication skills both verbal and non verbal
Professional behaviors, interactions, and partnerships expected
Able to work both independently and with others in a team based environment
Able to identify and communicate opportunities for process improvement
Prepared to commit to a rigorous 8 week training course with successful completion of multiple knowledge assessments
Due to the time sensitive nature of processing legal documents all candidates must be willing to work frequent and considerable overtime based on caseload volume
Committed to working in a high production environment with minimal errors
Legal requirements and risk controlled nature of work requires rigid adherence to performance standards as a condition of employment
Ability to work evenings and Saturday
Must be available for 8 week training schedule 8:00-5:00 M-F

Loan Doc Specialist Resume Examples & Samples

Reviews loan documentation for state specific requirements, file contents for all applicable supporting documentation, and verification of the rate as documented in the application processing system
Reviews loan file to ensure accuracy and completeness. This includes to checking for spelling errors, correct rates, and the inclusion of all required supporting documentation
Works with collateral and loan officer staff members to resolve any questions or issues associated with the file
Receives questions and assists branch personnel regarding loan documentation (i.e. verbiage, titling, disbursements, etc)
Provides additional support to other areas of Direct Lending Operations as required
Associate's degree in Business or Finance or equivalent combination of education and experience
One to two years of consumer lending experience preferred
Customer service skills
Personal computer skills
Written and verbal communication and interpersonal skills

Comml Doc Review Specialist Resume Examples & Samples

Review organizational documentation of business entities (such as corporations, limited liability companies, partnerships, etc.)
Work with commercial banking associates to properly document, denominate and describe commercial deposit account ownership of both new and existing business customers. Properly implement customer requests to add or change an authorized signer on a deposit account
Document beneficial ownership of commercial accounts (individuals that own the business entity account owner and individuals that will access the banking and payment systems through the account)
Conduct reviews of all of the required commercial deposit account ownership documentation to ensure completion and that procedures have been followed. Document and review findings with the Management teams. Resolve escalated issues
Analyze daily reports of new commercial accounts opened by commercial bankers
Analyze the Bank's systems reconciliation report for new accounts opened. Communicate with impacted banking associates to process account ownership through the Bank's systems. Note matters on reports for review by the Bank's Corporate Compliance Group
Document issues that are handled to conclusion, and analyze information to make recommendations for training or changes in procedure
Liaison with the UMB's Corporate Legal Division and Corporate Compliance Group as necessary
Demonstrates flexibility and ability to perform in a fast-paced environment with quick turnaround requests
Skillful attention to detail
Strong Microsoft Office (Word, Excel, Outlook) skills
Good time management skills and self-motivation
Ability to work independently with little or no direct supervision
Good interpersonal and networking skills to work with other internal areas to help resolve issues
Demonstrates a high level of concentration
Solid decision-making or problem-solving abilities
Demonstrates knowledge / understanding of financial institution accounts systems
Demonstrates knowledge / understanding of financial regulatory and compliance issues concerning customer due diligence and due authorization on business accounts
Familiarity with `Know Your Customer' compliance requirements of the Bank Secrecy Act and the Patriot Act and their regulations

DOC Specialist Resume Examples & Samples

Verifiable experience in an application, operations or support center is beneficial
Understanding of private/public IaaS or SaaS cloud service providers such as AWS or Rackspace leveraging EC2, S3 or other services
Interested in emerging technologies in the digital media marketplace
VMware (ESX), KVM, or Xen experience and general virtualization best practices
Self-motivated, goal oriented and meticulous individual, who can adhere to departmental processes and procedures and able to work with minimal supervision
Able to multi-task and manage changing and possibly conflicting priorities to meet demands of internal and external customers
Excellent analytical, communication (verbal and writing) skills, process-oriented
Must be able to communicate effectively with management, multiple business units and product development teams
Works well with others in an integrated team environment

Doc Review Senior Specialist Resume Examples & Samples

Processing and reviewing request using multiple systems while maintaining service levels
Process work with Accuracy and attention to detail
Making analytical decisions regarding the approval or denial of customer request
Complete loan level reviews on aging loans which is provided to upper management
Review the following systems to determine eligibility or for tracking purposes
Excellent research skills required
Prefer knowledge of Managing Customer Care Workbench-Alternative Instruments Inbox
Prefer knowledge of IVault, HL Federated Search, MSP Lending Portal, OnDemand and Lenderlive
Excellent analytical, problem solving and decision-making skills
Excellent problem-solving and analytical skills to identify opportunities for improvement, as well as improve customer satisfaction
Excellent time management and organizational skills with the ability to maintain detailed records

Doc Review Senior Specialist Resume Examples & Samples

Strong attention to detail and ability to perform well in a fast-paced environment
Positive attitude and a strong commitment to customer service
Self motivated
Works well within a team environment
10-key by touch
Good analytical skills and ability to meet goals
Basic excel / computer skills
Ability to lift up to 50 lb
Must be able to work overtime during the week and possible Saturdays when volumes dictate
Prefer mortgage document experience

Data & Doc Specialist Resume Examples & Samples

Scanning and electronic filing of client records and maintain the banks archive and retrieval records and process, in line with the global operating model
Ensuring client confidentiality is upheld and provide advice and guidance to the Front Office and other Operations teams
Dealing with queries from key stakeholders across bank and process and re-direct unaddressed and returned outbound mail and understanding of the risk of the daily tasks ensuring escalation of issues where appropriate
Supporting the maintained of Standard Operating Procedures (SOP) and adhere to UBS Policies in relation to the archive and retrieval of bank records and the clear desk policy
Completion of End of Day checklist and undertake other ad-hoc duties and responsibilities as directed
On occasion, work closely with IT to identify and rectify hardware and/or software issues. This may include testing, reporting issues

Doc Review Senior Specialist Resume Examples & Samples

Maintaining production and quality standards to ensure that files pulled are completed timely and accurately
Tracking and reconciling daily work and performing other duties as assigned
Adhering to overtime requirements when necessary as the timely review of loans is critical to the transfer of loans

Doc Review Senior Specialist Resume Examples & Samples

Minimum of 1 year processing asset based orders in a banking environment
1-2 years call center experience preferred
1-2 years Quality Assurance/Quality Control experience preferred
Prior Court Orders and Levies experience required
Ability to work effectively and professionally with outside legal agencies
Able to confidently work with internal and external Attorneys

Loan Doc Specialist Resume Examples & Samples

Two-year certificate from college or technical school beneficial
Solid interpersonal skills including the ability to write reports and correspondence,
Ability to speak effectively with customers or employees of the organization
Proven ability to problem solves, prioritize tasks and meet required deadlines
Attention to detail required
Solid skill set in the use of the following software applications: Microsoft Excel, Word, and Outlook
Fiserv experience preferred

Loan Doc Specialist Resume Examples & Samples

Thorough knowledge of loan documentation, policies and procedures
Ability to identify and resolve quality exceptions through effective communication
Thorough knowledge of consumer and commercial lending operations
Proven ability to effectively prioritize work to exceed client's expectations

Doc Review Senior Specialist Resume Examples & Samples

Communicate with internal teams or partners to facilitate resolution of outstanding items
Refer problem / Identify issues on assigned queues and escalate occurrences to team leader or supervisor
Ensure adherence to departmental policies and procedures
Responsible for routine decisions and determination of course of action
Research miscellaneous items and identify appropriately based on research performed; escalate discrepancies, all within established guidelines, corporate policies and standards
Ensure adherence of operational procedures to complete task in an accurate and timely manner
Bachelor’s Degree with 2 years of work experience (preferably with Banking Industry/BPO)
Good written and verbal communication skills in English
Excellent MS office Skills
Time Management and Analytical Skills
Mortgage document and I vault knowledge are preferred skills
Must exhibit a keen attention to detail and a sense of urgency
Ability to work in a deadline driven environment and tight Service Level Agreements

Collateral Doc Specialist Resume Examples & Samples

Process manufactured home title eliminations for new, used or repossessed loans
Follow-up for the MSO with the builder or inventory financing source
Follow-up with the title company, county and state for the elimination documents
Provide service to borrowers with questions regarding titling
Assist processors and loan officers with titling questions
Follow-up with title companies to collect, review, log and image collateral documents
Submit original collateral documents to custodian for Ginnie Mae certification
Request original collateral documents from custodian
Close and fund direct loan installment contracts
Register loans with MERS
Government insuring (FHA, VA, USDA)
Logging and uploading of PMI confident coverage certificates
Additional administrative responsibilities including, but not limited to covering phones for the receptionist, light filing and backup for appraisal desk
Previous auto or manufactured home titling preferred, but not required
Excellent written, verbal, and organizational skills, with the ability to multi-task
Self-motivated with ability to work independently within a team
Strong researching and critical thinking skills
Strong understanding of Microsoft Office Suite

Doc Review Senior Specialist Resume Examples & Samples

Excellent communication skills both verbal and non-verbal
Candidates will commit to a rigorous 8 week training course with successful completion of multiple knowledge assessments 8:00-5:00 M-F. During the training course, requests for vacation will not be accepted. All vacation requests must be for dates AFTER the training course has been successfully completed
By applying for this position candidates are confirming that I understand and agree to the conditions of attending the training class and overtime policy

Senior Loan Doc Specialist Resume Examples & Samples

Underwrite primarily agency loans but also have ability to underwrite portfolio loans
Review and evaluate loan documents to ensure accuracy, completeness, and compliance with company standards, federal and agency standards and guidelines, as well as any applicable state-specific and or local regulations, ordinances, etc
Analyze customer's loan-to-value ratio, debt-to-income ratio, credit report, application, income and assets, source(s) of down payment funds, and supporting documentation to identify potential fraud or misrepresentation
Review appraisals to ensure that loans meet secondary market, investor, and company standards
Work with Loan Processors and Loan Officers on collecting information and documentation necessary to finalize incomplete loan packages
Determine if additional documentation or information would aid loan decision; request additional documentation or information accordingly
Provide options and recommendations to borrowers regarding suitable loan programs
Stay abreast of current regulations and industry trends that affect compliance and decision-making
Verify that system input is accurate and that company systems match Automated Underwriting System (AUS)
Use expertise to answer questions and resolve escalated issues from junior-level teammates
High school diploma or equivalent required; college courses/technical training related to Business, Finance/Accounting, Legal, or related field is preferred, along with total recent work experience that includes five or more years underwriting conventional loans
Expert-level knowledge of overall mortgage lending processes, including underwriting, funding, and loan processing
Expert-level knowledge of valid documentation related to the processing consumer mortgage applications (e.g., tax returns, financial statements and records, verification of income and deposits, etc.)
Expert-level knowledge of underwriting and regulatory requirements; detailed knowledge of federal, state, and regulatory requirements/guidelines related to consumer mortgage lending and internal processes and controls
Ability to think critically, including the ability to evaluate facts and data to draw conclusions, and determine the downstream impact of decisions and associated risks
Ability to prioritize multiple tasks in a deadline-driven environment; strong sense of urgency and responsiveness
Intermediate math skills
Strong detail orientation and highly organized
Prior experience using internal data entry systems, Microsoft Word, Excel and PDF/Document Retention programs
Experience working within Encompass preferred

Loan Doc Prep Specialist Resume Examples & Samples

Prescreens loan requests to insure accurate documentation/information has been received in order to proceed with request. This duty is performed daily, about 90% of the time
Reviews closing settlement statement before releasing documents to insure compliance with regulatory requirements. This duty is performed daily, about 20% of the time
Understand and recognize when exceptions to bank policy and procedures are present. This duty is performed daily, about 10% of the time
Accurately assign various loan codes to meet regulatory and company reporting requirements. This duty is performed daily, about 15% of the time
Prepare loan documents based upon information submitted from lenders or loan assistants, and ensure all regulatory and state requirements have been met. This duty is performed daily, about 90% of the time
Process preliminary RESPA and Regulation Z disclosures as applicable. This duty is performed daily, about 20% of the time
Answer phone requests and inquiries promptly and professionally. This duty is performed daily, about 30% of the time
Completes required BSA/AML training and other compliance training as assigned. This duty is performed annually, about 2% of the time
Perform any other related duties as required or assigned

Senior Specialist, Doc Quality Resume Examples & Samples

Create Section 508-compliant versions of documents in various formats
Create and modify documents using software applications such as Adobe Professional DC, MS Word, MS Excel, and MS PowerPoint
Perform thorough quality assurance and quality control reviews of documents and deliverables for Section 508 compliance using prescribed checklists
Develop and coordinate processes to ensure document Section 508 compliance
Create Section 508-compliant templates
Analyze, troubleshoot, and correct documents for Section 508 compliance
Identify and remediate areas of non-compliance in documents and deliverables
Maintain project and document-specific Section 508 compliance checklists
Format MS Word documents, MS PowerPoint presentations, MS Excel spreadsheets, and PDF documents in accordance with specifications
Store and maintain documents on the team’s SharePoint site
Review documents and deliverables for spelling, grammar, and consistency
Stay abreast of updates and changes in Section 508 standards and regulations
Provide Section 508 document compliance support for other projects, as needed
3-5 years of related 508 document experience
Proficiency in MS Office Suite, Adobe Professional DC, and SharePoint
Expert-level proficiency in formatting MS Word, MS PowerPoint, MS Excel, and PDF documents for Section 508 compliance
In-depth knowledge, understanding, and application of HHS Section 508 compliance standards for documents
Ability and willingness to learn new software applications
Ability and willingness to learn and follow processes
Ability to maintain professional and ethical working relationships

Loan Servicing Doc Specialist Resume Examples & Samples

Send paid out reports to loan officers and assistants. This duty is performed daily, about 15% of the time
Process 10 day pay off loans (Title, UCC, Deposit Accounts, Life Insurance, etc.). This duty is performed daily, about 20% of the time
Process 30 day pay off loans (Mortgage). This duty is performed daily, about 20% of the time
Send original docs to borrower upon completion of paid out process. This duty is performed daily, about 20% of the time
Pull original docs from file location for processing. This duty is performed weekly, about 10% of the time
Completes required BSA/AML training and other compliance training as assigned. This duty is performed annually, about 5% of the time

Team Lead Doc Specialist Resume Examples & Samples

Minimum 5 years of Experience in mortgage loan processing
At least 5 years of computer experience, preferable with automated origination system
Strong customer service skills and ability to manage difficult conversations to a successful outcome and positive customer experience
Excellent organizational skills (ability to prioritize) preferred
Excellent written and verbal communication skills preferred
Solid analytical and problem solving skills preferred

Loan Doc Specialist / Credit Plus Supervisor Resume Examples & Samples

One to three years of operations experience in the financial services industry
One or more years of supervisory experience
Working knowledge of operation functions, systems, policies and procedures for the assigned area
Basic knowledge of computer applications and/or the equipment used in the assigned area
Good organizational and problem-solving skills
Well-developed customer relations skills
Strong interpersonal, verbal and written communication skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Basic knowledge of banking operations and human resources

Lead Specialist, Prod Doc Mgmt Resume Examples & Samples

Leads, deploys, maintains, and manages Product Data (PD)
Works directly with functional areas across marketing, sales, engineering, pricing, and demand/supply in support of new and sustaining offers
Direct project management to define and design, build and ship systems configuration & software & peripheral requirements
Helps guide product marketing and sales on product offer strategy to help grow sales and gain market share
Establishes and maintains PD governance and cadence of customer offer types globally across company sales catalogs to control sales offer stability and product data (PD) volumes globally
Directly supports revenue targets by providing complete, accurate order codes to internal sales reps and Dell’s online customers
Establishes and implements configuration and offer management policies and procedures in support of PG, Engineering, Sales and Marketing requirements across hardware and software configuration requirements
Manages product data (PD) marketing and engineering changes and deviations in support of new products across all sales motions and engines
Manages current products and peripheral components through product release and the associated change activities, post release
Validates, processes and verifies product data (PD). Ensures data integrity does not fall below established departmental expectations across all global online and offline sales motions and engines
Coordinates activities in support of assigned commodities with appropriate customers to establish product schedules and release activities
Establishes and maintains product data (PD) governance and cadence of customer offer types globally across company sales catalogs in conjunction with organizations such as sales, demand/supply, finance, IT, marketing, engineering and our outsourcing partners
Methodically directs product data (PD) change control activities by researching, analyzing and validating PD in accordance with configuration management guidelines, specifications, documentation and alerts
Ensures offer stability to sales and valid information through the release of product data (PD) across all sales motions online & offline
Identify strategic opportunities across catalog, supply chain types, and markets globally to help guide PG product marketing to develop and gain market share
Identify and implement product data (PD) long-term operational efficiencies and process improvements in support of revenue targets
Prioritizes and routes product data (PD) for new product launches and sustaining data change requests through the product life cycle, ensuring all relevant and appropriate approvals are in place. Minimizes the amounts of change requests associated to the product data (PD) in Work in Process (WIP) by improving status and follow-up techniques with customers
Validates and verifies all product data (PD) is compliant with customer expectations e.g. Marketing, Pricing, Online, New Product Information (NPI), and ensures Engineering Change Order (ECO) package is complete in accordance to Product Group Configuration Management (PGCM) and Product Group Documentation Services (PGDS) documentation standards prior to review and final approved distribution
Leads one small/medium project to closure with the agreed timelines and quality standards
Ensures that work product is delivered in accordance with departmental specifications for quality and turnaround time
Identify process breaks and created working solutions to eliminate problem areas ensuring smooth flow in processes
Daily problem/issue resolution. Daily escalation management
Support of all data structure activities related to Dell online stores
Ability to speak and read English and Chinese required. In addition, ability to read and/or speak Japanese a plus (although not required)
Ability to interact / communicate daily with extended support teams in India
Strong understanding of Microsoft Office applications, especially Outlook, Excel and Powerpoint
Solid analytical, problem solving skills, multi-tasking and prioritization skills
Ability to work through ongoing change and strong dealing with ambiguity skills
Ability to function remotely from manager and extended team, and ability to work productively and effectively with low daily supervision
Ability to work Asia Pacific evening hours some days each week in support of meetings, conf. calls and video calls both globally and with corporate headquarters in USA
Ability to multi-task and manage a large daily flow of both operational support needs, and project/process improvement related needs
Strong operational tactical skills to manage daily, weekly and monthly requirements
Daily request management for all product requests (product activations, deactivations, changes/updates, etc.) received from authorized requesters across all regions
Support, along with and per direction from regional lead, of regional (and global where applicable) data management reports, metrics & goals
Support, along with and per direction from regional lead, of all audit management and test requirements for Asia Pacific Japan region
Support, along with and per direction from regional lead, of daily, weekly and monthly IT testing requirements as they related to managing current tools & process and launching new regional and/or global projects
Support for daily questions / needs from sales and support teams through walk-ups, email, phone and other communication vehicles
Daily proactive communications & engagements with regional sales & support teams, and other similar teams across region
Proactive engagement in local & regional meetings as required, acting as subject matter expert for Asia Pacific Japan region as related to S&P Offer Mgmt. Responsible for communication of updates within these meetings to represent all APJ needs and provide necessary updates
Ability to support some weekly evening hours work required each week, in addition to normal daily Asia Pacific hours, in support of global team staff mtgs, global cross-team conf. calls/meeting and/or conf. calls/meetings with corporate headquarters within USA
Ability to build strong relationships and solid proactive communications across region (and globally) beyond immediate office location, working with multiple internal organizations and customers
Strong communications and interactions skills, and ability to work proactively with many different groups and individuals both locally, across Asia Pacific Japan region and globally
Ability to manage & support multiple regional projects and support virtual project teams. Past project/program management skills a plus
Ability to work afternoon/evening shift to help with support early morning Europe, Middle East, Africa regional hours
Systems application knowledge
Knowledge of Product Data
Typically requires 2+ years of related experience in a professional role with a Bachelor’s degree, or an advanced degree without experience; or equivalent experience

Loan Doc Specialist Resume Examples & Samples

Bachelor's degree, or equivalent work experience
Two to three years of operations experience in the financial services industry
Minimum one year of supervisory/management experience
Strong knowledge of operation functions, systems, policies and procedures for the assigned area
Good organizational, managerial and project management skills

Clin Doc Specialist Resume Examples & Samples

Establishes and maintains a system to track and analyze outcomes of documentation improvement program. Prepares regular outcomes progress reports and presents as designated to administrative staff and committees
Uses performance improvement methodologies and education strategies to develop formal training and improvement programs for staff concerning clinical documentation opportunities, coding and reimbursement issues. Provides ongoing updates as regulations change
RN, 3 years clinical experience

Lead Specialist, Prod Doc Mgmt Resume Examples & Samples

Understand NPI Master Data Attributes and how they will be applied across Dell NPI’s
Creation of Master Data Attribute Use Cases as they will apply to Dell NPI’s
Own the Quality of Materials and BOM information and it’s suitability for downstream processes
Monitor and Improve the quality of the NPI Master Data process
Close collaboration with partners across Dell to support New Products and Services
Document and create training and procedural documents
Lead the development of operational measurements
Lead the development and analysis of key metrics and statistics to optimize efficiency of operational resources
Prepares reports and conducts trending analysis / root cause analysis
Analyzes processes and makes recommendations for improvement

DOC Claims Service Specialist Resume Examples & Samples

High School Diploma/General Education Diploma (GED), plus one year of customer service experience in an office environment
Excellent customer service skills and a passion to help others
Ability to be a self-starter and work independently
Strong computer, typing and grammar skills
Prior Military are encouraged to apply

B Doc Specialist Resume Examples & Samples

Provide customer service, documentation support and project management /coordination of global account opening/ maintenance solutions for global clients
Provide assistance in negotiation of contracts, terms and conditions etc., with the support of legal/compliance
Compile corporate and legal documentation requirements from various countries and provide those requirements to the Client along with the guidance necessary to complete those documents accurately and quickly
Work closely with internal business partners to ensure correct information is being provided to the client. Once completed documents are received, the Documentation Specialist will complete the transaction timely and confirm completion with the client
Interact with Account Managers, Implementations, Service and Management on daily activities
Collaborate with internal teams to optimize processes and build relationships with our partners
Able to handle large multi country account requests simultaneously and be proactive in account opening/maintenance process
Candidate should be able to work under tight deadlines with various internal parties in order to ensure timely execution of Client requests
In depth understanding of complex non-standard legal documentation
Demonstrated proficiency with global documentation
Prior experience working with high profile clients
Understanding of Citi’s internal risk & controls policies and processes
2+ years working cross-functionally to achieve a common goal
Exhibit strong written and verbal communication skills
Possess the ability to work with various levels of management and the ability to build and maintain effective working relationships
Proven success in a team environment and strong influence/negotiation skills
Ability to proficiently use MS Office products, particularly Excel
Bachelor's Degree or equivalent in related work experience
3 to 5+ years of customer/client facing experience in a Financial Institution or related industry
MS Office proficiency in: Word, Excel and MS Access a plus
Project management experience a plus

Doc Review Senior Specialist Resume Examples & Samples

2+ years Mortgage Banking experience
Basic knowledge of Windows, MS Word, and Excel is preferred
Strong working knowledge of Chase Servicing / Production systems is preferred
Strong knowledge of mortgage documents is preferred

Loan Fulfillment Doc Prep Specialist Resume Examples & Samples

Performs complex and/or non-routine administrative tasks exercising significant judgment and discretion in the performance of duties usually in support of a single team within Loan Operations
All duties and responsibilities for Loan Fulfillment Doc Prep Specialist I
Prepare and deliver detailed commercial loan documents such as promissory notes, deeds/mortgages, and security agreements for intermediate to complex loan types within specified due date and time, and in compliance with Bank, regulatory and investor guidelines
Prepare and deliver detailed interim loan documents for acquired banks, using the legacy bank’s document preparation system
Perform complex/non-routine administrative tasks exercising significant judgment and discretion in the performance of duties
Perform Quality Control review of loan documents prepared by peers

Loan Doc Specialist Lead Resume Examples & Samples

Five to eight years of experience in loan/lease processing activities, or other relevant experience
Thorough knowledge of legal documents used to support applicable loan/lease processing
Ability to apply critical thinking for all elements of loan documentation construction
Comprehensive knowledge of applicable credit policies and approval processes for assigned product(s)
Ability to work effectively and accurately in a fast paced, high production, professional environment

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