Morris Ngo Email & Phone Number

- Obtain and authenticate borrower’s physical and electronic files (i.e. insurance policies, payoff requests, credit reports,) to ensure client profiles reflect the most current status and in compliance with regulatory guidelines.- Process daily monetary transactions involving client loans and deposit accounts including wire transfers, loan advances and interest/principal payments.- Collaborate with insurance agencies to obtain updated in-force certificates of insurance, renewals, and confirmation of necessary coverage. - Prepare payoff statements with high level of accurateness for loan payoff/refinance of loan.- Review and audit internal mortgage file by identifying errors and risks involved in mortgage loan processing.- Assist Mortgage Operations, Lending and Relationship teams to provide timely responses with client related inquiries and provide loan servicing expertise.- Track and monitor tax records in several counties to confirm clients are not delinquent.Primary Tools Used: Miser, Remedy, Encompass, CBS (Signature), eConnect, MS Outlook, MS ExcelSecondary Tools: Lereta, Documentum

San Jose, Ca

- Reviewed documents to define keywords and/or numbers to be recorded- Data enter documentation into a master Excel spreadsheet with high level of accuracy- Perform numeric and alphanumeric data entry functions from multiple document sources- Checked for errors within spreadsheet periodically to ensure all entered information is correct- Labeled and transported document boxes (25 lbs.) to numbered pallets for pickup to offsite location- Occasionally repacked, relabeled, and transferred old, damaged boxes into new ones

Bachelor Of Business Administration - Bba, Business Analytics

Associate Of Arts (A.A.), Business Administration And Management, General