Tim S. Email & Phone Number

Walnut Creek, Ca

• Team lead• Client-driven, ensuring customers receive timely feedback • Point of contact for all Default Reporting related questions and escalations• Assist the Actuaries group in forecasting claim reserve predications• Analyze the month over month changes and resolve any discrepancies• Edit EDI files to ensure accurate data is processed while adhering to compliance regulations• Review portfolio metrics to ensure servicers are following Master Policy requirements • Manage month end duties to ensure the team completes all tasks by end of month• Create and manage custom reports and visualizations for VPs • Support internal audit team for annual audits• Assist Account Managers by providing default information• Train and mentor new hires remotely • Create and co-created process documents for future reference• Collaborate with the Claims and Policy Servicing teams to better support our customers and processes• Received Arch Keystone Award for 2021 • Well versed in Microsoft Suit

Walnut Creek, Ca

• Reviewed workout/financial packets submitted to PMI• Provided borrower(s) with foreclosure alternative workout options• Collaborated with PMI’s borrower outreach department to increase our cures• Worked on special projects/committees involving new ways to mitigate loss, and improve our current processes• Worked with PMI’s Claims department to ensure that our customers are following customary servicing standards• Assisted the department by creating job aids, and financial calculators for ease of use• Negotiated with borrower’s who have the means to contribute towards their remaining debt obligation• Opened service desk tickets for any IT related issues that might arise on the production floor

Walnut Creek, Ca

• Managed the Loss Mitigation Inbox and acted as primary contact for the servicers• Became point of contact for outer departments, vendors, and on-sites in the field• Validated all the digital documents that came through Kofax with a PMI certificate number for reference• Participated in the interview process when hiring new candidates for the loss mitigation representative role• Created an SOP (Standard Operating Procedure) as a point of reference for new hires

Walnut Creek, Ca

• Scanned all hardcopy documents, creating a digital copy for our records• Entered Claims received for the Claims specialists to review• Managed 2 temporary workers, and reported their results to management• Handled incoming Claims phone calls

Pleasant Hill, Ca

• Registered doctors, nurses, etc. for upcoming events via phone and email - events to update their credentials• Handled all general clerical, and administrative duties as needed

Walnut Creek, Ca

• Worked with the legal department to organize the vendor contracts • Worked with the desktop support team to inventory all the PC’s and Laptops in the company• Assisted the marketing department by providing clerical, admin work when needed• Provided Clerical/Administrative assistance creating copies, scanning documents, creating templates, and organizing files

Clayton, Ca

• Prepared the check stands for the opening checkers • Bagged groceries for customers • Handled incoming customer service calls• Wrote the schedule for the team when the manager was unavailable• Prepared beverages & snacks for the customers as requested• Ordered any products that we needed for the Starbucks kiosk

Concord, Ca

• Loading / Unloading / Shipping• Maintained the cleanliness of the store• Handled the sales transactions as a checker • Created product displays to help better market the product