Mitchell Caldwell Email & Phone Number

Ventura, Ca, Us

Carpinteria, California, United States

Serves as a technical advisor for members of the public, their representatives in addition to a variety of internal and external stakeholders, providing technical and procedural information alongside face-to-face assistance. Works diligently to facilitate a path towards resolution for taxpayer and business accounts, received payments, alongside providing technical advice & procedural information for taxpayer notices and various account issues as they present themselves through routine correspondence, case files, field visits and in person.

Point of contact for Partial Release, Deed Correction, and Subordination requests from borrowers/third parties.Assisted borrowers requesting to sell, add, and swap portions of their property.Analyzed received documents/correspondences (especially Property Surveys & Appraisal Reports) to determine accuracy and validity, according to each request type. Maintained communication and followed-up with borrowers, attorneys, title companies, and management.Worked with city/county personnel directly regarding Easement and Right-of-Way purposes. Prepared Write-Up Reports of department results for management review.Worked in compliance with several home loan investors (FNMA, FHLMC, FHA, VA, RHS) and their guidelines. Prepared and mailed Lien Release & Satisfaction of Mortgage documents from custodians/outsourcing providers to ensure completion of the Lien Release process within specific state requirements.Assembled and issued Recording & Payoff Fee Overcharge and Refund Checks to borrowers and Treasury.

Researched and resolved various property tax issues for borrowers via telephone, escrow accounts, and public information.Completed specific Refund Research Inquiries within escrow systems.Created Tax Research Forms that are shared with offshore teams to disburse and update taxes accordingly. Called and spoke to several types of agencies to obtain information related to borrower tax issues.Updated borrower escrow accounts to reflect correct tax amounts paid.Verified borrower taxes were paid accurately, on time, and were compliant.

*Mortgage Operations Support Technicians are re-allocated to different departments based on current company needs, at management's discretion. We were transferred to the Tax Services Department to assist with their urgent needs for the upcoming Property Tax Season.*Ensured that loans are managed and compliant with investor and insurer requirements.Operated and utilized loan management portals and escrow applications. Ensured that in-line QA’s and post mortem QC’s are completed accurately and timely.Performed quality control audits on a monthly basis to any default related processes.Acted as a quality control checkpoint throughout the company.

Ventura, California, United States

Enforced facility rules and educated patrons about potential hazards while creating a safe environment.Helped facilitate swim lesson and summer camp enrollment by obtaining interest from clients, following-up to confirm enrollment, organizing types of swim lessons/camps, and assigning students to specific swim lessons/camps based on skill level and need. Taught several aquatic classes affiliated with the City of Ventura.Taught the Junior Lifeguard summer camp in a classroom-based way.Positive attitude and exceptional customer service with exposure to many ethnicities and nationalities.

Psychology, Psychology And Business Communications

Associate'S Degree, Psychology, 3.5 Gpa, Dean'S List

Activities and Societies: Ventura College Water Polo: 2016-2018