Katie Wolfson Email & Phone Number

Dana Point, Ca, Us

Remote

Attained compliance with state and federal rules and regulations through both the Nationwide Multi-State Licensing System and internal company systems by coordinating expectations with state regulators, individual Mortgage Loan Originators, and retail branches.

Remote

Secured state licenses and renewed existing licenses by gathering the required documentation, preparing, and submitting the license applications through the Nationwide Multi-State Licensing System to the respective states.

United States

Prepared quotes, researched customers historical account information, and kept accurate data in internal reporting software.

Retrieved and stored compliance documentation to keep within compliance with the rules and regulations of the Transportation Security Administration.

Provided support and promoted independence for children with moderate to severe autism.