Leti Diaz-Goff Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

Houston, Texas

• Process Broker Commissions• Analyze Vendor Invoices• Execute Weekly Check Selections• Manage Employee Expense Report Records

Houston, Texas

• Process 400 invoices per month for payment• Establish new vendor accounts• Process and approve employee expense reports• Administer semi-monthly check run of 200+ checks• Facilitate and maintain check selection report for positive pay using Excel• Monthly Inventory invoice reconciliation• Maintain Accounts Payable records• Prepare annual 1099 & 1096 for vendor accounts• Prepare and scrub customer aging for collections• Make collection calls• Prepare and mail monthly customer statements

Houston, Tx

• Prepared and facilitated 133 loan closings documents through July 2013 for Wells Fargo customers.• Analyzed final HUD settlement statement for accuracy to ensure all expenses related to the loan transaction were included and correct. • Scheduled loan closings with the Title Company and customer. • Collaborated with Underwriters, Processors, and Mortgage Consultants to problem solve loan challenges to lead to a positive customer experience.• Worked effectively with department team members to establish processes for a successful daily work-flow.

Houston, Tx

• Supported Home Mortgage Consultants in the processing of mortgage loans. • Interacted with customers, duties included interpreting policies while analyzing applications, property specifications and documentation • Ordered required verifications and conducted follow up with customers or internal contacts as needed. • Analyzed credit, income, and assets for accuracy and loan approval. Make sound business decisions based on credit risk policy and procedures. • Performed high volume, time sensitive tasks related to the loan documentation process which includes researching and problem solving to ensure compliance with customer loyalty, quality and timeliness standards.

Houston, Tx

• Responsible for personal mortgage sales production of 1M minimum per month.• Analyzed borrower credit, income, and assets for accuracy and loan pre-approval. Provide pre-approval commitment letter to perspective borrowers for home shopping.• Develop individual market sphere of influence in the Houston, Oak Forest community through networking and events. • Maintain network relationships of two Wells Fargo Bank Stores to generate customer referrals of 85% of personal production.• Executed presentations to the public regarding mortgage products.• Review mortgage contracts, title work, surveys, notes, deed of trust, and other mortgage documentation to expedite loan process.• Remain current on federal mortgage industry regulations.• Maintain 100% Information File Quality scores.• Manage schedule for maximum performance activities.

Houston, Tx

• Originate reverse mortgage loans in the Greater Houston Area market. • Build partnership with bank and mortgage consultants to generate mutual referrals. • Develop business relationships through networking in the Houston community.• Execute presentations to the public on Reverse Mortgage products.

Houston, Tx

• Led a team of 15 mortgage consultants for top branch profitability within the region.• Responsible for Recruiting and Managing Houston, Corpus Christi and the South Texas Valley. • Developed a market area business plan to successfully increase market share to 36%. • Facilitated and coordinated initial field technical training for new certified reverse mortgage consultants for general sales skills, and cross-sell skills with other business lines.• Track and report sales performance feedback, such as volume and conversion ratios. • Analyze and reconcile Branch P&L, General Ledger, and Budgets on a monthly, YTD, and annual comparison method. • Manage Branch Expenses to company guidelines.• Provide Reverse Mortgage presentations to the public and internal partners; groups of 10 to 200. • Assured loan applications were accurate and met program guidelines.• Performed other administrative tasks such as reports, commissions, and marketing collateral development.

Houston, Tx

• Recruited and managed a team of 5 Reverse Mortgage Consultants (RMC) for top branch profitability within the region.• Responsible for increasing market share within assigned territory to 32%. • Train RMC's on product knowledge, general sales skills, and cross-sale skills with other Wells Fargo business lines. • Develop and implement marketing strategies for the team.• Provide Reverse Mortgage presentations to the public and internal partners; groups of 10 to 200. • Assured loan applications were accurate and met program guidelines.• Performed other administrative tasks such as reports, commissions and marketing collateral development.

Houston,Tx

• Recruited and managed Houston central, known as Area 3, within Region 49. • Trained Reverse Mortgage Consultants on product knowledge, general sales skills, and cross-sale with other WF business lines. • Develop and implement marketing strategies for the team. • Assured loan applications were accurate and met program guidelines • Performed other administrative tasks such as reports, commissions, and marketing collateral development.

Houston, Tx

• Originate reverse mortgage loans in the Greater Houston Area market. • Build partnership with bank and mortgage consultants to generate mutual referrals. • Develop business relationships through networking in the Houston community.• Execute presentations to the public on Reverse Mortgage products.

Texas Chapter

• Assist with local Houston, and Austin Recording Academy event productions.

Houston, Texas Area

• Maintain financial records for multiple retail stores.• Administer weekly check run • Manage daily deposit• Manage daily, weekly, and monthly company financial reports

Houston, Texas Area

• Manage team of 10 Customer Service Representatives• Manage team of 5 Inventory Specialists • Daily, weekly, monthly sales and inventory reports via Excel - Inventory reports - In stock and sold items - Employees sales quantity totals plus trends reports - Customer satisfaction reports• Facilitate monthly customer billing and payment collections

Houston, Texas Area

Theatre, Musical Theatre, Commercials, and Industrials.