Portia M.

Experienced mortgage and financial services professional specializing in post-closing support, loan processing, claims adjudication, AML/EDD compliance, and legal document preparation. BACKGROUND • Mortgage Loan Post-Closing Analyst, SunTrust Mortgage (2007–2011) — Reviewed and cleared post-closing loan conditions; verified mortgage documentation for accuracy, completeness, and investor compliance. • Loan Processor / Team Lead, Citizens Bank via Axelon (2019–2021) — Processed residential mortgage files from application to closing; led a processing team to meet turn-time and quality targets. • Claims Adjudication, Allianz (2021–2025) — Evaluated and adjudicated insurance claims; applied policy provisions and maintained precise case documentation. • AML / EDD Compliance, Wells Fargo (2017–2019) — Conducted enhanced due diligence reviews supporting BSA/AML compliance. • Legal document preparation — Hands-on experience preparing and processing deeds and related legal documents. WHAT I OFFER Accurate, deadline-driven support for document review and processing, data entry, claims support, compliance reviews, and general virtual assistance in mortgage, insurance, and financial services. Based in Richmond, VA (U.S. citizen) and available for remote engagements.