Beth Davis Email & Phone Number

Birmingham, Alabama, United States

Birmingham, Alabama Area

• Prioritize work according to UAHSF established policies and procedures• Provide administrative support to the department staff, such as handling paperwork for CME, preparing On Call monthly schedules, and coordinating MRI’s for all patients in this clinic.• Perform other duties as back-up receptionist, such as distributing incoming faxes, logging voicemail messages, and scanning/uploading outside documents, along with answering phones• Provide operational support for the assigned providers and their clinics in various capacities, such as sending referrals to other offices, scheduling appointments, and preparing various correspondence.

Birmingham, Alabama Area

Homewood, Al

•Use policies, procedures and laws to perform a quality review of bankruptcy documents and records.•Chosen to conduct research on escalated, high dollar, and high profile inquiries to determine appropriate steps to take to address any issues that may be identified.•Perform analysis on product information, terms, conditions, and contracts•Ensure identified risks and problems are clearly documented•Make recommendations based on research and results•Selected to research and remediate within federal bankruptcy regulations for individual bankruptcy courts•File Notices of Payment Change in the appropriate bankruptcy district•Perform testing on bankruptcy files and identify issues with test scripts in the Application Lifecycle Management website•Manage system reporting and mailing of corrected 1098 letters and forms to bankruptcy clients.•Complete imaging uploads of research/remediation documentation of bankruptcy mortgage files for future review.

Homewood, Al

• Created loan modification documents, which included a thorough review of loans, running evaluation tools and understanding program guidelines.• Communicated errors, status, and information requests with underwriters, specialists, closers, and external vendors such as title companies and foreclosure attorneys.• Researched and analyzed problems and recommended solutions.• Conducted training classes for unit.• Chosen to lead the Disaster Modification process for the department.• Chosen to act as a lead contact for litigation loan modifications.• Consistently performed above goal set forth for my team of mailing out 18 loan packages per week, typically sending out at least 23 loan packages.

Homewood, Al

• Interviewed borrowers to understand their specific situation; identified and requested the appropriate documents required for loan modification review, and tracked documentation throughout the process.• Answered inbound inquiries from borrowers regarding the status of the loss mitigation, loan modification, short sale and foreclosure process.• Accessed information on multiple systems to inform borrowers of loan terms, important dates and deadlines.• Notified customers and ensured their understanding of current status, options, timelines, coordination touch points, borrower obligations through the process and the loan modification decision.• Communicated and coordinated with multiple Servicing departments (both internal and external to WF).• Effectively worked in a team environment in an effort to achieve team/volume goals and provide superior customer service.

Homewood, Al

• Obtained resolutions to escalated issues for a team of 11 Client Service Officers.• Analyzed call tracking tickets and coached as needed for improvement and accuracy in job processes.• Collaborated with other Team Leads, Project Team and other management staff, including other departments, on issues facing the Welcome Center to ensure consistency and to share knowledge.• Provided daily and monthly reports to management, detailing department core competency trends and recommendations.• Oversaw new hire coaching for incoming Client Service Officers, acting as a leader and initial point of contact.• Assisted with coordinating team member training to ensure 100% completion before required deadlines, and ensure all team members understand daily work flow, policies, procedures and expectations.• Maintained expert level of understanding with underlying systems and operations groups• Selected to lead the Credential Migration project for users with repeated unsuccessful attempts to migrate from WGC to CEO

Homewood, Al

• Remained in the top 10% of 150 processors by maintaining a 90% upload percentage with Express & HARP loans• Cleared title issues and completed employment verifications• Worked closely with originators, title agency, & clients• Assisted junior lenders in expediting subordination agreements• Chosen to handle all loans with Wells Fargo employees as borrowers

Birmingham, Al

•Assisted VP on over 150 trust accounts and estates.•Authorized and reviewed various payments for clients.•Prepared requests for payments on accounts requiring committee approval.•Reviewed daily cash sheets, overdraft reports & transaction reports.•Assisted the tax area and real estate area with research, payments, & fees.•Completed annual reviews for all accounts assigned to my trust officer.•Trained incoming assistants.•Prepared reports for Trust Officer approval and execution.•Hand selected to work on CEO’s personal trust accounts.

Birmingham, Al

• Assisted department manager and another Trust officer on over 300 trust accounts.• Authorized and reviewed various payments for clients.• Prepared requests for payments on accounts requiring committee approval.• Assisted officers with the preparation of routine reports and letters, including expense reports.• Coordinated computer training for department.• Assisted trust tax department with research.

Homewood, Al

• Provided technical support for all of SouthTrust’s branches.• Troubleshot and resolved software and hardware problems for branch personnel or escalatedto next level of support if necessary.• Documented and tracked all reported problems in a database program.• Participated in the Quality Assurance Team to provide better customer service.• Took an average of 50 calls daily, which placed me in the top 5% of team production.