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Work Background
Financial Wellness Consultant | Promoter of Financial Literacy
INTEGRITY MARKETING GROUP LLCFinancial Wellness Consultant | Promoter of Financial Literacy
Aug. 2025
Customer Service Representative
Goldberg Group Property Management & Real EstateCustomer Service Representative
Jan. 2023 - May. 2025Rockville, Maryland, United States* Responsible for answering the phone, screen and direct all inbound calls. * Assist Leasing Director with Rental Verifications, Employment Verifications and incomplete leasing applications. * Work within AppFolio software to enter data, Guest Cards and research property, tenant and owner information. * Perform other administrative tasks which includes: delinquency report management; landlord insurance audit; tenant pool pass application administration; maintain property key log; other duties as assigned.
Collateral Risk Manager
Apex Home LoansCollateral Risk Manager
Apr. 2022 - Dec. 2022Rockville, MD* Responsible for the acquisition and review of all condominium documents to approve/warrant the subject property's condominium project * Researched Investor, FNMA and FHLMC condominium guidelines for condominium project compliance * Worked within Encompass mortgage software to enter data and track condominium related fields * Read and understood condominium recorded documents, condominium questionnaire, and FNMA CPM usage * Resolved missing documentation and issues preventing condominium project approval
Licensed Loan Officer Assistant
Apex Home LoansLicensed Loan Officer Assistant
Aug. 2017 - Apr. 2022Rockville, Maryland, United States* Requested documents from borrowers to support application information entered into Encompass * Clearly and positively communicated with customers daily to request information and provide assistance with disclosure signing, to ensure adherence to sensitive timelines. * Worked closely with processing to ensure timely loan closings and adherence to contractual closing date. * Quickly resolved post closing issues for investor purchase. * Served with stellar customer service to support the Team's 95% plus average Net Promoter Score
Loan Officer Assistant
Alcova MortgageLoan Officer Assistant
Jan. 2014 - Mar. 2017Rockville, MD*Interacted with customers to complete the application process, ensure all necessary supporting loan documentation is obtained and accurate. *Responsible for inputting loan data into Encompass, configuring initial loan structure and organizing Dropbox for document management. *Worked with loan process team to ensure files were complete and conditions met to meet loan closings
Vice President of Loan Delivery
Frist Savings Mortgage CorporationVice President of Loan Delivery
Mar. 1991 - Apr. 2005Mclean, Viriginia* Built, developed and streamlined the Loan Delivery department by hiring and training personnel and by creating policies and procedures to improve efficiency * Created customized Mortgageware reports to monitor all operational aspects of Loan Delivery and to support Loan Officers with pipeline management * Served as primary liaison between First Savings and investors to resolve documentation deficiencies
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