Carla Jones
Hampton
Summary
Dynamic Trust Operations Specialist at Old Point Wealth Management with a strong work ethic and proven ability in operational efficiency. Expert in transaction monitoring and asset management, enhancing workflow and customer satisfaction. Adept at utilizing trust accounting software and collaborating with teams to resolve inquiries, ensuring compliance and accuracy in all processes.
Overview
27
27
years of professional experience
Work History
Trust Operations Specialist
Old Point Wealth Management
12.2022 - Current
- Assisted with daily processing of trust transactions, ensuring accuracy and compliance with regulations.
- Supported team in preparing documentation for account openings and maintenance, enhancing workflow efficiency.
- Learned and utilized trust accounting software to track and manage client accounts effectively.
- Collaborated with senior specialists to resolve client inquiries, improving customer satisfaction rates.
- Maintained organized records of financial transactions and communications for audit purposes.
- Adapted quickly to new procedures and technologies within trust operations, demonstrating flexibility in a dynamic environment.
- Participated in training sessions on compliance requirements, enhancing understanding of industry standards.
- Ensured accuracy in transaction processing by performing regular audits and identifying discrepancies.
- Reduced operational risk through thorough review and reconciliation of trust accounts.
Mortgage Loan Processor/Title Abstractor
Exact Title, LLC
01.1999 - 12.2022
- Reviewed financial documents for accuracy and completeness to expedite loan approval.
- Collaborated with underwriters to resolve discrepancies and enhance application efficiency.
- Maintained detailed records of loan transactions and customer interactions in CRM systems.
- Monitored loan processing timelines to ensure timely closings for clients.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Handled any conditions sent from underwriting departments.
- Prepared file for final clear-to-close by branch management.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Optimized workflow management by prioritizing high-priority tasks and meeting strict deadlines consistently.
- Communicated with originator and applicant concerning progress of loan file.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Facilitated smooth closing processes by collaborating effectively with title companies, appraisers, and attorneys.
- Provided exceptional customer service while guiding borrowers through the entire loan process from pre-qualification to closing.
Education
Advanced Diploma -
Hampton High
Hampton, VaSkills
- Operational efficiency
- Cash management
- Transaction monitoring
- Asset management
- Willingness to learn
- Strong work ethic
- Teamwork
- Customer service
- Time management
Timeline
Trust Operations Specialist
Old Point Wealth Management
12.2022 - Current
Mortgage Loan Processor/Title Abstractor
Exact Title, LLC
01.1999 - 12.2022
Advanced Diploma -
Hampton High
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