Joseph Canada Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

• Reconcile multiple DDA accounts daily, and work with HUD and GNMA to complete monthly reporting and remittances with our reverse mortgage portfolio.
• Complete monthly remittances for six small portfolios on our S&D desk.
• Determine interest not collected, payments received, and complete a monthly remittance for a 6,000 loan prime portfolio.
• Verify wire instructions and send wires to complete RMBS purchases.
• Work with the CMBS desk to help fund commercial projects nationwide.
• Ensure the placing of incoming wires to the appropriate receivable.

Charlotte, North Carolina Area

• Managed disclosure pipelines by reviewing, generating, and sending disclosure packages throughout the loan process using Encompass, DocuSign, Ellie Mae and Doc Magic.
• Worked closely with the lock desk to process and review COC’s throughout the loan process.
• Managed title pipeline by effective ordering and receiving title while communicating the status to the appropriate vendors, processors, loan officers and underwriters.
• Identified process improvements during the transition from Ellie Mae to DocuSign disclosures.
• Worked side by side with management to help improve business process and workflow.
• Developed process for clearing RESPA/TILA fails during TRID implementation.

Charlotte, North Carolina Area

• Acted as a single point of contact to assist attorneys with moving loans from referral through the foreclosure date.
• Ensured accuracy on highly time-sensitive legal documentation submitted for recording in the county court system.
• Ensured that my group of foreclosure attorneys have sufficient documentation to address escalated issues, related to borrower specific metrics and appraisals, ultimately reducing foreclosure dismissals.
• Maintained open communication between foreclosure attorneys and internal foreclosure processing units by interpreting both legal and internal Wells Fargo process information.
• Ensured that the System of Record (SOR) reflected accurate foreclosure workflow data.
• Handled multiple phone calls and emails from external and internal business partners.

Mebane, North Carolina

• Completed biweekly payroll, sales, and income taxes before they are due.
• Paid invoices before they are due and discount time period runs out.
• Completed daily income reports based on general ledger summaries in QuickBooks.
• Prepared reports for general manager to help with budgeting decisions and hiring decisions.
• Processed and mailed member statements on monthly basis, as well as process automatic credit card payments of member statements.
• Answered questions for members regarding their statements, and assisted with inventory management.

• Answered phone calls, arranged appointments for customers, as well as assisted prospective buyers in selecting and purchasing shop merchandise.
• Completed cash and credit card transactions when customers check-in.
• Assist with the management, scoring, and operations of events such as tournaments.
• Maintained knowledge of customers to provide a personal business experience.
• Developed personal relationships with customers to create new business.

Delivery Transportation+ Delivered products to businesses in conjunction with schedules and meetings+ Responsible for inventory assessment prior to delivery+ Created appropriate displays of products once delivered to businesses+ Packed display and restored areas to normal at conclusion of eventEvent Staff+ Provided support as needed at events+ Offered.

Daily management of a cash drawer and its related funds+ Balanced various accounts on a daily basis to verify company records+ Maintained confidentiality of many customer accounts+ Developed relationships with customers to provide the best personal service+ Responsible for processing customer transactions+ Responded to in-depth account inquiries to meet.