Minh “Angie” T. Email & Phone Number

Atlanta, Ga, Us

Coral Gables, Fl, Us

Coppell, Tx, Us

- VA Default Reporting- SBO Reporting- Audits- Business administration for Blackline application

Virginia Beach, Va, Us

Identify problem areas and develop a control processes in the Investor Accounting Support TeamAnalyze and transfer GSE loans into their permanent investors portfolio on the daily basis Balance active bank account to prevent overdraftSet up GNMA and FNMA Pool HeadersPerform different quality control checks for Investor Purchase Advices, Pool Setups, Loans that got dropped out from the loan transfer process, and ensure loans are compiled with RESPAHandle audit requestsCreate and maintain procedure documents for the team

Charlotte, Nc, Us

Managed Reconciliation team and providing coaching/ training to associatesReconciled about 83 accounts each month and attest it to Corporate Accounting teamTroubleshot different issues that might come up throughout the dayProvided Quality Assurance work to ensure the team is compliantDevelopment of new internal control reports to better control IR’s processesWork on audit requests within Investor ReportingWorked closely with other team members on their processesAnalyzed different processes and develop new tools/ applications to enhance the efficiency Calculated different matrics

Charlotte, Nc, Us

Charlotte, Nc, Us

•Review and research Private investors servicing agreement to identify relevant contractual obligation.•Prepare monthly S/S and A/A trial balance, payoffs, and remittance reports for investors and trusts•Facilitate the accurate and timely submission of reports, funds transfers, wires, and General Ledge (GL) entries to investors and trusts as specified by the servicing agreement.•Perform an audit, analysis and comparison of remittance reports to investor custodial domain deposit account for portfolio of approximately 800M to 1B a month. •Respond to Investor inquiries and perform research.•Assist with external and internal audit responses for Freddie Mac, Fannie Mae, Ginnie Mae, and Private Investors servicing relationship.•Perform Daily balancing of assigned investor custodial DDA’s (47 Custodial DDA)•Created a user form in excel for CARVSS (Custodial Account Reconciliation Validation Summary Sheet) to management the data input, decreased the production time and efficiency by 60%.•Created an access database for Investors Timeline to check off the completed items and notify the management team once checked. This increased the productivity by 90% and improved visibility.•Created macro in access database for investor reconciliations (differences) for varies comparison. This narrow down the finding time by 80% and give the analyst more time to research the issue thoroughly.•Created a lookup database for Step Rates. This process eliminate the time one has to open all the excel sheets to find one step rate loan. This increased the efficiency and accuracy by 95%.•Developed a macro to screen scrape relevant data point from servicing system (MSP) for comparison and update. This increased the productivity and efficiency by 95%.•Automated investor custodial accounts balancing for FNMA, GNMA, and Private Investors using screen scrape and modeler for data validation. This helped decrease the production time down by 80% and increase the accuracy

- Download banks’ data from FDIC, clean up and manage data- Calculate different metrics and evaluate banks’ performance and compare to peers- Create dashboard using PowerBI

- Research various special topics including a financial conclusion- Help gather information and put financial conclusion together for departmental presentation.

- Use Access Advisor to manage clients’ investment accounts, retirement planning, and client relationship management- Use MorningStar and Thompson Reuters for stocks, funds, and bonds reports- Pull data to prep meeting, and meet with clients

Cullowhee, Nc, Us

- Worked with faculty to assist them with panopto (create videos, edit, and update videos) - Used handbrake to convert video format- Used piktochart and Microsoft Sway to create posters, interactive reports, or presentations- Focused on helping customers on their specific needs.

Atlanta, Us

- Worked to troubleshoot computers issues- Transferred files/folders to new computers using PC Mover- Worked on Caster Image to image Mac computers- Learned and used iNews, MediaSource, and Mira to support the on- air shows - Used Remedy to keep track of customer tickets

Nc, Us

- Worked with customers to troubleshoot computers issues- Assisted students to install programs using Imaging and Frozen Student Labs - Set up printers/ IP Address for faculty and students to print directly from labs

Bachelor'S Degree, Computer And Information Systems Security/Information Assurance, Finance

Associate Of Science (A.S.)