Linh Phan Email & Phone Number

Charlotte, Nc, Us

Boston, Massachusetts, United States

- Onboard newly originated investments within our investors’ custodian portfolios- Review and reconcile any exceptions generated by our investors’ custodians- Document processes and procedures on exception reconciliation- Facilitate collaboration between title companies and custodians to resolve documentation exceptions that arise- Assist in managing fund audits with internal and external parties- Cross-functional collaboration with finance and capital teams on custodial processes- Oversee documentation management within internal systems- Facilitate compliance outreach to homeowners

Marlborough, Massachusetts, United States

As a Mortgage Investor Specialist at Digital Federal Credit Union, I have dedicated myself to conducting comprehensive research and analysis on mortgage loans, with a particular focus on 1098 forms. My role involves executing detailed auditing tasks to guarantee accuracy and adherence to regulatory standards. Furthermore, I am responsible for preparing and coordinating all the necessary documents for partial releases on first mortgages, an initiative that has significantly streamlined our processes and boosted overall efficiency.In my daily responsibilities, I play a crucial role in investor compliance, reporting, and oversight, especially concerningFreddie Mac and Fannie Mae, thereby contributing to the operational excellence of our department. I am also actively involved in creating and updating business process procedures for our team, leading to enhanced workflows and increased productivity. My commitment to ensuring that all our work is in strict compliance with relevant laws, regulations, and guidelines is unwavering, as I strive to uphold the highest standards of compliance and integrity in every aspect of my role.

As a realtor, I expertly coordinate and take charge of dynamic meetings with lenders, attorneys, inspectors, and property managers, ensuring swift project timelines and flawless completion. My exceptional communication skills and unrivaled market knowledge enable me to skillfully negotiate sales contracts, contingencies, and prices, resulting in highly advantageous outcomes for all parties involved.Through meticulously crafted and targeted marketing campaigns, I have achieved an astounding 25% surge in real estate sales, captivating the attention of prospective buyers and maximizing the exposure of every property. My unmatched salesmanship and astute business acumen have contributed to a remarkable yearly sales volume of approximately $2.4M.

Oxford, Massachusetts, United States

During my tenure as a Business Banking Specialist, I focused on educating clients about our various products and services. I excelled in cross-selling and making qualified referrals, tailoring solutions to meet each customer's unique financial needs. By building rapport and establishing strong business relationships, I played a key role in enhancing customer loyalty and elevating the branch's reputation.My responsibilities also included utilizing established guidelines to obtain Lending Authority. I diligently processed loan requests and ensured that all conditions were met, emphasizing accuracy and compliance in every transaction. In addition to these duties, I accurately processed teller transactions, assisted with end-of-day balancing, and conducted branch audits. These activities were crucial in maintaining the high standards of operational excellence that Webster Five is known for.

Master Of Business Administration - Mba, Business Administration And Management, General, 3.8

Bachelor'S Degree, Business Administration And Management, General