Lisa (Dunn) Scavitto Email & Phone Number

United States

United States

• Primary treasury support for department• Guided new businesses through the process of their banking portfolio while creating and building high quality professional relationships • On-boarded 10-20 business members on a monthly basis• Trained new business accounts on inputting Automated Clearing House (ACH) deposits and collections, international and domestic wires• Completed account analysis and ACH returns reporting• Charged with underwriting new business accounts to process international and domestic wires, ACH deposits and collections• Audited business accounts to ensure they met the standards for wiring and ACH processing• Handled Quality Control for branch new business packages for compliance and accuracy and reconciled with branch managers• Learned nCino and Vertify as well as Fairwinds proprietary software

Longwood, Florida, United States

• As an only child, became Caregiver for parent who had long term illness• Took her to and from doctor appointments• Handled all housework, moved her from chair to shower and other tasks requiring stamina, compassion, and strength, prepared meals, and assisted her to dressOpted to be with her continuously until she passed.

Orlando, Fl

• A new computer management system / proprietary software was integrated into the company• Attended classes to familiarize with the new system for each department and implement updates • Reviewed all procedures and updated accordinglyRESPA Analyst 12/2011 – 01/2014• Became expert at Real Estate Settlement Protection Act (RESPA) • Due diligence on closed loans to ensure that disclosures to clients were sent out on a timely fashion• Provided management with information to be processed on those loans that weren’t disclosed properlyData Base Research Analyst 08/2011-12/2011• Researched client data prior to being sent to underwritersProcessor/Closer /Junior Underwriter 06/2009 – 08/2011• Maintained a “pipeline” of 30+ loans to be processed at any given time• Trained as a junior underwriter and closerMortgage Processor (Contract) 09/2008 – 06/2009

Maitland, Florida, United States

Client Service Manager 06/2005 – 07/2008• Managed 14 Relationship Specialists • Developed and monitored service standards and goals for Relationship Specialists who dealt with 4 area sales managers within a 5 state territory• Serviced 57 account executives • Coordinated staff, budget, and resources Client Service Supervisor 12/2004 – 06/2005• Worked with 6 Client Relationship Representatives to produce mortgage and consumer loans • Collaborated with 20 Account Executives and their Area Sales Managers. • Maintained contact with 1200+ external customers, and brokers to ensure follow-up and follow-through of loan application and closed loan packages• Monitored the underwriting closing process• Resolved file problems, bottlenecks, suspense items and credit issues• Liaison to Human Resources in hiring and coaching• Became expert at Home Mortgage Disclosure Act (HMDA)Client Service Representative 01/2004 – 07/2004• Launched new wholesale branch• Worked with 4 Account Executives and 240 brokers as a liaison between operations and sales Provided client relationship management support in pipeline management, loan operations, pricing, programs, products, and technical support• Oriented and trained 25+ new and existing clients • Communicated by telephone with customers on the status of loans and reconciliation of discrepancies on their loansManaged a team of 13 Client Service Representatives, who were responsible for managing the accounts of 6-7 Account Executives (wholesale). We covered five states, (FL, NC, SC, KY and TN). Our team acted as a "liason" between operations and sales. We had to have a solid knowledge of all products that Wells Fargo had to offer, including FHA and VA - along with being able to go into the broker shops and train them how to use the Wells Fargo proprietary module, as well as explaining how to use FHA Connection and the VA website. It was a fast paced, extremely interesting and exciting job!

Altamonte Springs, Florida, United States

• Coordinated client portfolio with the underwriters to “clear conditions”• Monitored process documents from the builder/borrower with the Corporate Construction Department to obtain a construction approval• Liaison to loan closer, title company and broker to provide the necessary documentation for insuring proper closing procedures• Completed file for Post Closing Department• Answered questions from brokers on the “construction to perm” guidelines• Created “kits” for the brokers to use to ensure submissions were complete

Bachelor Of Science, Nutrition And Food Sciences

Activities and Societies: Sigma Phi Epsilon Little Sister Secretary (sophomore), Vice President (junior) and Events Coordinator (senior).

High School Diploma

Activities and Societies: Choir, theatre, numerous social clubs, speech and debate.