Shanda Diaz

Reviewed and entered detailed mortgage and equity-loan information across multiple systems, ensuring documentation was complete, accurate, consistent, and compliant. Researched complex documentation and system issues, identified discrepancies, and used sound judgment to determine appropriate resolutions.

Managed a high-volume mortgage pipeline, entering, updating, validating, and tracking loan information from application through closing. Reviewed documentation for completeness and accuracy, resolved missing or conflicting information, and coordinated with borrowers and internal partners.

Provided comprehensive administrative support to executive leadership, including scheduling, correspondence, records management, data entry, communications, and day-to-day office coordination. Maintained organized and confidential records and handled multiple priorities.

Oversaw daily branch operations, administrative functions, recordkeeping, and regulatory compliance while leading and coaching approximately 15–20 employees. Resolved customer and operational issues and managed sensitive financial data.

Progressed through multiple roles with increasing responsibility for branch operations, administrative support, customer service, data accuracy, documentation, and regulatory compliance. Investigated and resolved customer, account, and operational issues.

Supported attorneys with data entry, records and file management, payroll support, client communication, correspondence, and general administrative coordination. Handled sensitive legal and client information with confidentiality.