Robert W. Email & Phone Number

Dallas-Fort Worth Metroplex

Complete suite of life insurance policies, investments, and healthy lifestyle rewards

Life Insurance & Annuities

Dallas, Texas

Operations SpecialistDaily review of settlement offers to ensure they meet criteria specified by clients and quality review amounts and percentages per guidelines. Processing settlement and paid in full report. Follow up on declined offers and offers needing further information. Responding to support inbox requests such as request for credit information.

Bankruptcy Specialist IIDaily duties consisted of monitoring the status of bankruptcy accounts in assigned states of Florida and Kansas. This included filing POCs, affidavits for motion for relief and responding to attorneys and trustees with regard to actionable items pending in bankruptcy. Negotiated values on collateral and set up formal and informal.

Preparing and reviewing affidavits and declarations to support our request for Motion for Relief. Reviewing prior servicer payment histories and accurately creating a paylog of new money sent by clients. Reviewing and assessing fees per state, federal and municipal bankruptcy guidelines. Corresponding with attorney and trustee offices to follow up on.

• 4th Largest non-bank mortgage servicer SPOC – Single Point of Contact Relationship Manager III Managing a portfolio of 400 + customers by placing outbound calls based on appointments to advise of options to retain.
• Saved over $250,000 in the compensatory project by settling several accounts and avoiding foreclosures
• Re-established contact with several bankruptcy clients to move forward in loss mitigation or liquidation processes
• Resolved and executed several modifications and liquidations that were stalled due to incorrect information and other errors