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.• Completed 2016 end of year tax reporting for both the CMBS and RMBS paid invoices and purchases.• Use Excel and other company systems on a daily basis to create accurate reports for management and our vendors.

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. • Generated a daily report to ensure all loan applications disclosure in accordance with federal and state guidelines.

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.• Developed and assisted in the new hire on-boarding process, assisted with foreclosure pipeline maintenance, and end-user interactions, and developed daily metrics around foreclosure reporting using Microsoft Access and Excel.

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 services and products to customers at events+ Worked with customers to create and maintain a pleasant and satisfied atmosphere+ Assisted in operational management of event creation and conclusion

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 customer demands+ Assumed responsibilities of telephone operator and office directory when required+ Maintained supply inventory for the entire branch+ Assisted the City Executive in daily financial tasks and inquiries