Martha Huerta Email & Phone Number

Walnut Creek, Ca

The Underwriting Support Specialist III acts as the department lead, assisting management to monitor and allocate the workload, audit the support staff function and train new staff. Register loans, processing and/or assigning rush loan files while providing stellar customer service to clients. Operates under established processes and procedures with a limited degree of supervision, receiving detailed instruction on new or more complex assignments

Walnut Creek

Walnut Creek, Ca

- Registered incoming loan files and inputs loan data into the system for processing. Ability to review file for specific documentation in order to assign to the correct channel of business. - Verified lender eligibility and appraiser status for each loan file. Reviews prior claims history and validates whether there is any existing insurance coverage on all borrowers. - Organized and prepares the loan file to be underwritten. Reviews file thoroughly to ensure that all required documentation is legible, complete, accurate and valid. - Coordinated retrieval of missing documentation and information with customer and/or document imaging team. Monitored conditions received and trailing docs queue to ensure information is routed to underwriters. - Identified loans that contain Fraud Triggers during registration and inputs loan data to obtain FraudGuard report for underwriter to identify potential fraud risk and errors in mortgage loans. - Monitored multiple email inboxes and process requests, as needed. - Answered all underwriting support calls to the Underwriting Network, borrower calls through the FCRA line, and calls to home office. Maintained exceptional level of customer service by responding to basic inquiries in a timely manner and providing regular loan status updates

Walnut Creek, Ca

-Received incoming lender rebuttals and enters loan data in the appropriate system. Ensures that all systems are properly updated to reflect correct status/location of loan file.- Organized and prepared the critical document package for the Underwriters/Appraisers. Identified key documentation needed for the review process and reviewed files for completeness and accuracy. Obtained missing information and/or documents from customer or document imaging team. Locate appropriate underwriting guidelines upon request.- Assigned loan files to Underwriters/Appraisers based on workload, urgency of specific loan situations, knowledge of work needed, and skills of Underwriter/Appraiser. Redirected files as requested by Manager.- Provided quality customer service by responding to inquiries and requests in a timely manner within assigned level of authority. Acted as main contact regarding routine questions pertaining to loan file allocation/location and/or review status. - Finalized all response letters for delivery to external customers by clarifying changes made in the committee process and entering the correct re-instatement figures from Policy Servicing. - Achieved minimum standards for turnaround time, productivity, and data accuracy.- Ensured data encryption of customer’s private information-Developed Desktop Procedures for the Reconsideration Support Team and crossed train team members- Performed a wide variety of general secretarial duties; process invoices and new user id set up; order supplies and computer equipment

Walnut Creek, Ca

- Collected on all accounts over 60 days, monthly with a minimum 100% completion before the end of the month by calling and/or sending follow up letters to internal/external customers.-Performed regular detail level billing record reconciliations and monitored accounts receivables aging to ensure collection of outstanding fees. -Maintained special relations with specific National Account Directors, Vice Presidents, Managing Directors and external customers to facilitate collection efforts.- Controlled the quality of data entered into Contract Underwriting Operating systems, ensuring the accuracy of records relating to billing requirements.- Coordinated and produced monthly invoices including per diem, electronic, and standard versions sent to customers.- Supported peers within the same unit when necessary to achieve office goals and objectives.

Walnut Creek, Ca

Walnut Creek, Ca

- Provided administrative support for all levels of management- Ensured that underwriting operations relating to specific contracts met compliance standards, policies and procedures- Generated monthly reports utilizing PMI’s systems

-Provided administrative support to the Vice President of National Underwriting and seven direct reports.-Produced and maintained confidential records, documents and correspondence using desktop applications.-Generated reports using various company systems/databases, accurately capturing information.-Arranged appointments, travel, and meetings.-Assisted in Budget Planning process and managed the monthly reconciliation of the department budget and expenses (20 Cost Centers).-Organized Annual Event Meetings.

Walnut Creek, Ca

-Provided extensive administrative support for the Director of Risk Management and 15 direct reports.-Coordinated travel arrangements for the Director of Risk Management Services.-Provided support in day-to-day management of schedules, appointments and visitors.-Assisted in Budget Planning process and managed monthly reconciliation of department budget.-Responsible for monitoring all incoming calls.-Processed expense reports for staff.

Walnut Creek, Ca

- Responsible for gathering and analyzing data from clients.- Verified data information required for underwriting and actual pricing for pool insurance.- Prepared pricing specification sheets and loan schedules.- Assisted with development and testing of mainframe and PC based Mortgage Pool Insurance systems

Walnut Creek, Ca

- Provided administrative support to the Director of Structure Transactions and 20 direct reports.- Produced and maintained confidential records, documents and correspondence using desktop software applications.- Arranged appointments, travel, and meetings for Director and direct reports.- Prepared documents required to complete a pool insurance policy.- Maintained filing systems and timekeeping records

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