Somali Wright

Served as primary point of contact for designated clients, documenting service needs in JIRA and coordinating with internal partners. Supported client onboarding, UAT, and process documentation while monitoring open issues and communicating status updates.

Guided customers and business partners through time-sensitive transactions, coordinating with lenders, attorneys, and underwriting teams. Verified transaction information, prepared documentation, and researched post-closing reconciliation discrepancies.

Processed and monitored client transactions and amendments, maintaining accurate system records and tracking outstanding items. Investigated reconciliation exceptions, produced operational reports, and communicated status and risks to stakeholders.

Delivered personalized service to internal and external clients, coordinating documentation and transaction updates. Tracked unresolved items and worked with relationship managers and operations partners to complete transactions on time.

Responded to customer and internal team inquiries, maintained account records, and monitored payments and deadlines. Coordinated with vendors and portfolio managers to resolve issues and process disbursements and account updates.

Provided customer service by phone and in person, responding to account and documentation questions. Entered and updated account information, processed applications and transaction records, and reconciled fees and general ledger accounts.

Handled customer account inquiries and disputes, researching servicing and billing discrepancies. Processed payments, disbursements, and account changes while maintaining documentation accuracy and compliance.

Supported high-volume customer and loan-processing workflows, reviewing customer information for completeness. Communicated with customers and colleagues to obtain missing documents and meet processing deadlines.

Bachelor of Science in Business Management with a minor in Information Systems, completed in 2015.

Associate Degree in Business.