Portia Mayo

Processed and managed long-term disability claims, handling a caseload of ~250 weekly, adjudicating approvals/denials and appeals while ensuring timely, compliant documentation and client support.

Managed and reviewed customer loan accounts in a high-volume environment, analyzed profiles against guidelines and assisted clients with PPP applications and forgiveness.

Supported loss mitigation and loan modification processes, coordinated with underwriters and CRM to set up modifications, suspensions and payment plans for at-risk borrowers.

Led investigations of national and international transactions to detect money laundering, escalating or suspending accounts per policy and coordinating case resolutions.

Entered and analyzed homeowners' financials to determine eligibility for loan modifications or workout assistance across FHA, VA, conventional, Freddie Mac and Fannie Mae loan types.

Reviewed and reprocessed long-term disability claims, liaised with physicians and legal parties, and documented claim decisions while detecting fraud or policy violations.

Performed mortgage quality control, document review and compliance checks for FNMA/Freddie Mac and other loan types, ensuring accurate imaging and final document preparation.

Audited financial records to determine taxpayer liabilities, analyzed assets and income, and prepared written findings to notify taxpayers of tax status and liabilities.

Pursued coursework in Business Administration at Bryant & Stratton College beginning in 2009.