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Charita Ashley

@charitaashley

Dynamic leader with 12+ years in mortgage servicing and compliance.

United States
Message

What I'm looking for

I am looking for a role that fosters teamwork and offers opportunities for professional growth while allowing me to leverage my extensive experience in mortgage servicing and compliance.

I am a dynamic, results-oriented leader with over 12 years of experience in mortgage servicing, loan processing, and financial analysis. My career has been marked by a proven track record of performance improvement and customer service excellence. I thrive in fast-paced environments, utilizing analytical thinking and a team approach to drive process improvements and enhance the experiences of associates, clients, and shareholders alike.

Throughout my career, I have successfully trained new hires and existing agents at major firms such as Citigroup and Wells Fargo, earning recognition from senior management for my dedication to customer satisfaction. My ability to maintain performance scores above management requirements and develop operational procedures has been instrumental in my success. I am passionate about building long-term relationships and optimizing customer retention through effective communication and problem-solving.

Experience

Work history, roles, and key accomplishments

TR

Senior Payroll Tax Compliance Specialist

TriNet

Dec 2021 - Apr 2023 (1 year 4 months)

Oversaw payroll operations, ensuring accurate and efficient processing of taxes, garnishments, and benefit deductions. Handled escalated tax notices and audits for federal, state, and local taxes in Tennessee and Kentucky.

RS

Triage/Collector/Cash Processing Specialist

Round Point Mortgage Servicing

Jan 2018 - Dec 2022 (4 years 11 months)

Processed between 100 payments and payoffs daily, ensuring accurate posting to accounts. Assisted customer service and triage teams with payment-related inquiries and provided excellent customer service to clients.

WF

Loan Servicing Specialist

Wells Fargo

Jan 2015 - Present (10 years 8 months)

Reviewed, processed, and settled loans for various agencies, adhering to investor and state-specific guidelines. Examined documents for compliance with federal mandates and handled escalated interdepartmental issues.

RS

Reverse Mortgage Home Preservation Specialist

Reverse Mortgage Solutions

Jan 2015 - Present (10 years 8 months)

Provided loan servicing and support for corporate advances, including property taxes and insurance. Communicated and coordinated with multiple servicing departments to inform borrowers of retention options and avoid foreclosure.

CI

Loss Mitigation Specialist II

Citigroup

Jan 2007 - Present (18 years 8 months)

Managed a pipeline of over 150 loans, assisting with document collection for loan modification review. Audited documents for loan modification assistance based on investor guidelines within government timeframes.

Education

Degrees, certifications, and relevant coursework

RS

Rock Hill High School

Diploma, General Studies

Completed high school education and received a diploma in 2000.

YC

York Technical College

Associate, General Studies

Pursued an Associate degree at York Technical College. Specific field of study and completion year are not provided.

Tech stack

Software and tools used professionally

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Charita Ashley - Insurance Specialist - Round Point Mortgage | Himalayas