Mona Campos Email & Phone Number

Center Valley, Pennsylvania, US

Charlotte, NC, US

Pewaukee, WI, US

The Lehigh Valley's premier residential mortgage lender.

New York, NY, US

Global Wealth & Investment Financial Review ESPP AccountingTrade and Tax Lot Account reconciliation of share transfers and sales.

Mountville, PA, US

Residential Mortgage

Irving, TX, US

Residential Lending

Irving, TX, US

Market to database of past clients and realtors through mail, phone, seminars, and one on one meetingsProvide financing/refinancing for residential properties and trained on guideline enhancements such as risk based pricingUse of ACT! Database to maintain client relations

• Created mortgage brokerage with residential builder in order to better capture market demand
• Represent mid-size building firm for all residential financing in Lehigh Valley, PA, originating over $13 million in loans per year
• Relationship development and management with banks, title companies, and realtors
• Qualified and counseled borrowers/business owners for financing of residential and commercial properties

Represent mid-size building firm for all residential financing in; Relationship management with banks, title companies, and realtorsQualified and counseled borrowers for financing of residential and commercial properties Originated over $13 million in loans per yearBroad mortgage product knowledge

Created mortgage brokerage with residential builder in order to better capture market demandRepresent mid-size building firm for all residential financing in; originating over $13 million in loans per yearRelationship development and management with banks, title companies, and realtorsQualified and counseled borrowers/business owners for financing of.

• Instrumental in starting and fostering a new mortgage affiliated bank arrangement with National City Mortgage
• Collaborated with sales of new construction homes in the Lehigh Valley, PA; over $10 million in loans originated per year
• Developed and maintained relationships with lending institutions, appraisers, title companies and realtors

New York, NY, US

• Block trading, special equities, real time for retirement sector of ML
• Projects involving launching of new products such as Protected Shares, Non-Qualified retirements and other enhancements to ML’s leading retirement service along with department Six Sigma projects

New York, NY, US

Participated in Six Sigma Black Belt project of involving internal employees taking service calls from clientsAssist with 401(k) account related calls during high call volume periodsReceipts Specialist - Asset Support & Services of ML's Retirement Group

New York, NY, US

Block trading, special equities, real time for retirement sector of MLProjects involving launching of new products such as Protected Shares, Non-Qualified retirements and other enhancements to ML's leading retirement service along with department Six Sigma projects

New York, NY, US

• Acquired new business from areas outside of Financial Services & Reporting, which included transitioning of processes from their former to the current and improved process. This involved networking, orders for.
• Collapsing of 6 separate check/ACH/wire departments automating them to iGate Web-based format
• Acquisition of Third Party Processing and 529 check batch business, transitioning to a compliant platform
• Training, development, and mentoring of five receipts team members
• Championed Six Sigma Greenbelt Project-401(k) Distribution Maintenance Review - Reduced 100% of defects

New York, NY, US

• Team member of migration of wire and check process from Access database to iGate Web-based format
• Developed standard operating procedures for research and training materials of all fed wire receipt functions
• Trade Wire consolidation- From sending 8750 wires a year to 1250, reduced time to process by 70% and reduced wire fees, annual cost of $30,000
• Reduction of wire suspense account traffic by 60%, benefiting clients in allowing their funding to be received and applied in a more timely manner
• Elimination of 550 out of 710 inactive repetitive line items that were in violation for control, reducing exposure and increased control standards
• Implementing security measures such as signature card expiration increasing control standards

Over $10 million in loans originated per yearInstrumental in starting and fostering a new mortgage company affiliated bank arrangement with National City MortgageCollaborated with sales of new construction homes in the; Developed and maintained relationships with lending institutions, appraisers, title companies and realtors

Instrumental in starting and fostering a new mortgage affiliated bank arrangement with National City MortgageCollaborated with sales of new construction homes in the; over $10 million in loans originated per yearDeveloped and maintained relationships with lending institutions, appraisers, title companies and realtors

Performed all dining room functions in relation to management and service for a family owned fine dining restaurant

Participated in Six Sigma Black Belt project of involving internal employees taking service calls from clientsAssist with 401(k) account related calls during high call volume periods

Block trading, special equities, real time for retirement sector of MLProjects involving launching of new products such as Protected Shares, Non-Qualified retirements and other enhancements to ML's leading retirement service along with department Six Sigma projects

Acquired new business from areas outside of Financial Services & Reporting, which included transitioning of processes from their former to the current and improved process. This involved networking, orders for systems enhancements, training, procedure implementation, relationship development, and controls. This also involved constituting processes.

Team member of migration of wire and check process from Access database to iGate Web-based formatDeveloped standard operating procedures for research and training materials of all fed wire receipt functionsTrade Wire consolidation- From sending 8750 wires a year to 1250, reduced time to process by 70% and reduced wire fees, annual cost of $30,000Reduction.

Team member of migration of wire and check process from Access database to iGate Web-based formatDeveloped standard operating procedures for research and training materials of all fed wire receipt functionsEstablishment and fostering of relationships with Internal ML Clients and banking affiliatesTrade Wire consolidation- From sending 8750 wires a year to.