Lorena Alonso Email & Phone Number

California, United States

Worked as a Full-time Remote Consultant for Arvest Bank throughout the Merger/Conversion phase through Heitmeyer Consulting. Worked East Coast hours, based in California.Conversion mapping from prior DB Software to New MSP DB Warehouse Metadata Mapping and Tran Building for conversion and Mass data updates Testing of all Workstation Facility Components for needed functionality and proper processing of converted data Set up of Escrow Headers and User Security Access for Employees, Management, and outside Vendors Worked with Cashiering, Corporate Accounting, Default Reporting, and other Department management for processing and setup of procedures for day-to-day functions, and reconciliation in system workstation settings Worked with Outside Vendors on system testing and corrections for reconciliation of all Escrow Portfolios. (update mass data, re-instate, and pay delinquent accounts). MSP- Passport – Created Escrow related reporting for Monthly, Weekly, Daily Processing – Delinquency/Bill Payment Built MSP Passport Transactions for System Metadata Processing and Updates Trained all levels of staff on use of System Reporting, along with Passport reporting for processing and tracking Attended Weekly meetings with Senior Management to advise on system updates and functionality of new database pros and cons Assisted other departments as needed in development of Passport Reporting for Daily processing as needed. Attended weekly Cashiering meetings for system implementation and relational processing for all Escrow products Work with system development company to troubleshoot and correct system errors and initial setup for company needs; implemented corrections or workarounds for Arvest needs depending on system functionality Scheduled meetings with Development company and Arvest to review and address company needs on products capabilities and output. Completed testing of all Escrow related functions to finalize conversion.

Pico Rivera, California, United States

Working Part Time as an Operations Consultant.Creating employee manuals consisting of company rules and regulations Researching state laws and available incentive programs for company to use as tax deductions. Creating employment applications with specific needs for company to market and obtain new hires with matching skills. Following up with Insurance Carriers on pending Claims Research Chemical Product/Data Sheets for daily use to confirm the safety at job sites. Order supplies/parts as needed.

United States

Database Reporting Analyst for Corporate FacilitiesCreate and distributes daily, weekly, and monthly data reports using Excel and Access, for internal and external use. Analyze results to ensure accuracy. Prepare and/or process advance facility funding and repay request. Reconcile cash and non-cash recovery activity of PI, Corporate, and Escrow advances. Reconcile new advance activity for PI, Corporate, and Escrow advances. Perform other duties as assigned.

Whittier, California, United States

Reconciliation of Invoices and ledger Calling on outstanding invoices of 2+ years, sending invoicing to insurance carriers for review Clean-up of past due invoicing and data reporting for accuracy and status Daily data entry updates for tracking and status of voucher status Assisting on many projects for company as growth requires it Working hand in hand with Executive Director on implementing new processes for better workflow.

Elgin, Illinois, United States

Assign Daily Tasks from Several System Proxys to all team members Review and update loans for accurate information according to loan closing data Review, and approve MI loan Deletion request from team members, process deletion of MI Run report for team member’s daily duties, and cover in their absence. MSP, LPS, Passport Report Suite, Visual Basic, Monarch report processing with supplied Macros. Manage Completion of Monthly reporting for PMI Deletion (VLOOKUP, Macro integration, Resolving report discrepancies, etc.). Review Loans for accurate/qualifying Deletion of Hazard Insurance – explaining policies and federal guidelines when necessary to Consumers and Staff Process MI/PMI deletion on 200+ loans based on federal and GSE guideline qualifications Review procedures for accurate processing- according to compliance, federal guidelines, and GSE guidelines – adjust, implement changes, and train staff with updates Call Borrowers regarding Appraisal Reviews/ Additional Funds needed Communicate with Management in loan level and processing issues. Delegate and complete projects assigned by management on loan updates Process payments on Government Websites and Reconcile for Bank Recs/and Accounting Records Process charges from Client GLs for loan level and report review processing Review loans assigned by Client Managers and Management for accurate processing according to GSEReview Escrow Deletion Report Daily for qualifying deletion procedure and process deletion Train employees on procedures and task processing for Mortgage, and Hazard Insurance Cross train employees for consistent workload processing and completion of work by deadlines Communicate with some clients and vendors on loan level issues for positive resolution- interpreting guidelines and regulations Communicate critical issues to Senior Management for approval of procedure changes on escalated issues Meet with management to review processing changes and team goals

Elgin, Illinois, United States

Run Daily Reports (WAVPMI, MODWAVPMI) to send timely and accurate correspondence to borrowers regarding Mortgage Insurance Guidelines for Deletion and or Denial Purposes Run monthly Termination Prep Reports – to review, analyze, project and correct MI lines and dates for proper and timely termination and deletion procedures following established Client and State Guidelines. Process monthly termination and deletion of several loans on a deadline schedule. Training- train new employees on certain procedures and guide them when they have questions. Disburse, Post, and reconcile a report of large volume loans and large volume funds for MI Premium Payments. (500-1000 loans weekly). Running and sending out weekly reports to NLSU/BULK NLSU departments for MI Line corrections and updates required. Reviewing corrections, and/or explaining procedures and review to departments responsible for processing setup once reviewed with Direct Supervisor. Communicate with Government Agencies, Client Managers, and Clients Directly to procure accurate data files, closing document copies, or written communication to update or correct loan values. Work with various provider websites and government agency websites on loan servicing windows to review, and correct MI line information against closing documents, and provider information. Train co-workers and other employees as requested by Supervisor on Report handling, Procedures. Work together with Direct Supervisor to analyze and correct loans in a timely manner for escalated issues, and or time sensitive issues, newly boarded loans and old Loans reaching termination projected dates. Work tasks through tasking window, LPS- Assigned by Supervisor and or opened by other Department Reps, for MI Processing, inconsistencies, and or escalated Issues. Re-project loan termination dates using amortization tools.

Carpentersville, Illinois, United States

Administrative Support for management of several propertiesGeneral office duties; filing, copies, ordering supplies, inventory control, calendar schedulingLogging repairs and expenses, processing rent receipts, creating leases/rental agreements for prospectsBank reconciliation/deposits and other duties as requested.Schedule and organize meetings as requested, food orders, etc.Cleaning and organizing office and job site workspaces as needed.

Elgin, Illinois, United States

Fill in for Collectors when necessary - Administrative Support for the Collections DeptMulti-tasking, generating customer data and processing correspondence from various spreadsheets. Work consistently with Word, Excel, and Data Merge. Work with Repossession Agents to schedule vehicle pick-up/delivery, and work with precision to expedite turnaround on invoicing, and fee processing. Work several different department managers in order to track maintain and change account status for collateral activity, schedule sale dates of repossessions, order titles to be mailed for auction schedules. Work with several corporate entities on wage assignments, garnishment processing. Prepare collection related correspondence manually (certified mail), document accounts, and make copies for hard file.

General Education

High School Diploma, General Education