Adrian T. Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

• Hired to manage first mortgage interest rate lock adjustment, relationship benefits, pricing execution, competitor match pricing, and provide excelled customer service to all of Bank of America first mortgage Sales.
• Demonstrates great in dept knowledge of first mortgage pricing.
• Assist loan officers with non-routine product and pricing questions.
• Assist in reporting analytic and executions of Bank of Americas Lock desk reports.
• Performed analytical review on first mortgage loans to determine pricing exceptions warranted while remaining within the guidelines and Fannie and Freddie for profitability of loan investments.
• Work closely with MLOs to ensure First mortgage loans originated with BofA are within local, state, and federal government compliance.

Charlotte, North Carolina, United States

• Financial Crimes Specialist, AML [2022]Recruited by DYSIS to assist Wells Fargo Financial Crimes Investigations review and identify potential BSA violations, conduct investigative techniques to identify and determine.
• Conducted investigations on possible financial crime transactions and policy violation.
• Garnered knowledge of preparing SARs and EFEs or EFA.
• Became proficient in SVP, OIB, FCP, Newton and Lexis Nexis
• Performed analytical review on financial accounts, identifying patterns and possible suspicious activities.
• Maintained knowledge of AML and BSA laws and regulations.

Remote, United States

• Promoted after only 6 months to a remote Loan Processor accountable for assembling, administering, and processing client mortgage loan application paperwork, including submitting for final approval. Managed large.
• Ensured that all assigned loan files complied with company lending policies, including local, state and federal compliance regulations.
• Assisted in mortgage loan process by compiling all pertinent client documentation necessary for final loan approval.
• Served as primary point-of-contact for all parties associated with loan.
• Garnered knowledge of loan products such as FNMA, FHLMC, FHA, VA, Refi-Now, and Non-QM.
• Completed training for manufactured homes and ITBS HUD verification.

Remote, United States

• Assured all required documentation was ready, including reviewing and researching insurance and flood certificates.
• Collaborated with title department to ensure all title binders were clean prior to Underwriter submission.

Greenville, South Carolina Area

• Hired to evaluate accounts to refer Motion for Relief and Proof of Claims for bankruptcy clients, including researching documents to forward to appropriate legal counsel. Key Accomplishments:
• Compiled and evaluated research data, including statutes, decisions, and legal articles, codes, and documents.
• Insured smooth filing of pleadings by collaborating with case managers and attorneys to fulfill requests of documents and information needed.
• Provided outstanding communication between Shellpoint Mortgage Servicing and law firms.
• Became proficient in LPS Desktop Systems, general ledger, and Pacer (court records) during tenure.
• Ensured all fees associated with files were within government compliance.

Spartanburg, South Carolina

• Key Accomplishments:
• Delivered exceptional customer service by promptly responding to inquiries and requests from potential clients, including explaining rental fees, policies, and procedures and creating reservations and contracts.
• Tapped as key holder for multiple groups’ locations.
• Enhanced staff development and performance by aiding in training of new agents on company policies and procedures.

Spartanburg, South Carolina

• InternShadowed officers on their daily rutines, answered and transfred incoming calls. Drafted legal and corresponding documents for clients and other employees. Key Accomplishments:
• Computed, recorded, and proofread data and documents for special projects.
• Responded to multiple documented requests by reviewing files and records to obtain needed information.
• Prepared client intake forms, scheduled appointments, and updated clients’ information in database.

Greenville, South Carolina Area

• Shadowed the attorney in all areas of work. Resposible for gathering and reviwing intial discovery. Opened new case files for prospective clients. Actively attend all required court appeareances throughout the state of.
• Coordinate and interpret complex legal documents documents and prepare records for examination prior to trial and hearings..
• Prepared client intake forms, scheduled appointments, and updated clients’ information in database.
• Researched state statues and laws, assisted in drafting legal documents and corresponding documents to clients and other personel.

Juris Master Of Legal Studies, Law

Bachelor’S Degree, Criminal Justice, Alumnus

Activities and Societies: Alpha Phi Alpha Fraternity, Inc. NAACP Campus Activities Board