Ashley Conklin Email & Phone Number

Responsible for overseeing client and MSR seller invoicing, reconciliations, release settlements, and advance control responsibilities.

Assigned to reevaluate existing processes and controls, as well as, create additional reporting for business units to review to control losses, maximize revenues, and ensure appropriate applications align with accounting intentions.

Overseen the complete overhaul of the client billing processes and controls with an implementation of client billing software.

Charlotte, North Carolina Area

Oversee all daily and monthly investor reporting activity for the subservicing portfolio. Ensure all reports, remittances, and reconciliations are completed by the applicable deadlines and in compliance with the applicable policies.Serve as the primary contact for all matters pertaining to the subservicing portfolio including regular investor and client communications to ensure we are delivering the best possible service to all investors and clients.Redesign processes, implement technology solutions and develop reporting on results.Ensure all policies and procedures reflect the actual processing within the area. Assist in training, staff development, performance reviews and disciplinary actions.Meet regulatory with staff and Senior management to identify areas of improvement.Lead the gathering of any internal or external audit requests for information and be the primary contact for the auditors as it related to the assigned portfolio.Communicates any trends and/or problems with recommendations for solution to Senior management.

Charlotte, North Carolina Area

Prepared and processed loan level activity to investors and clients while conforming to the applicable investor guidelines and the RoundPoint Reporting, Remitting and Reconciliations Policy each cycle. Contributed to initiatives by preforming routine tasks, and raising concerns or submitting suggestions in areas for improvement.Headed and created processes to augment our abilities in servicing loans with 203K components on behalf of the client, enabling responses to requests for generating payee codes and creating a payable to contractors.Enhanced daily service transfer exercises for subservicing and MSR serviced transferred loans while preparing, expanding, and accommodating service transfers with the interim-servicing component on a daily or monthly basis combined with the monthly billing and remittance processes.Quickly adapted daily tasks and responsibilities in order to respond to requests from compliance teams, clients, and investors with absolute accuracy, awareness of deadlines, and sensitivity of data safekeeping.Broke down silos to harmonize and ensure seamless bulk service transfers across various departments all while working client requests for irregular reporting or servicing processes by accommodating their sub-servicing needs with the creation of special reporting or new processes.Administered new investor setups including but not limited to, new headers, custodial accounts, and billing reports.Understood, redesigned, and implemented the way data is delivered to Accounting for the booking of monthly activity to ensure monthly billing aligns with the General Ledger.

Charlotte, North Carolina Area

Accumulated and assembled daily and monthly reports using Agency Reporting Systems, Banking websites, MSP, Monarch, SharePoint, and Excel.Calculated the collections, advances, and fee activity for the loans we service on the behalf of clients and settle the amounts owed to or due from our clients.Processed month-end investor reporting activities like sending reports, remittances, and completing reconciliations in compliance to applicable policies.Configured money transfers submitted to treasury to send internal and external wires.

Charlotte, North Carolina Area

Documented Policies and Procedures.Completed ad hoc reports and miscellaneous projects as assigned.Provided assistance to existing team members and management on various tasks.

Charlotte, North Carolina Area

Demonstrated high-levels of superior customer service when aiding customers by providing information, directing customers based on their needs, diagnosing problems and formulating a solutions every day on the job.Analyzed, coordinated, and implemented a floor plan for merchandise.Operated the register as a cashier.Advised and encouraged new employees while training.

Researched and analyzed data and information within the Home Mortgage Default Servicing business line.Observed in meetings involving team members, managers, and investors working together to create solutions that will result in a growing and profitable company.Worked alongside team members researching and coordinating information to acquire a final presentation on how diversity drives team member engagement to accomplish business excellence through communication within a Fortune 500 company.