Stefanie Ercolano

Experience

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  Macy's

  Jun 2005 - Sept 2005

  Shoe Salesperson

  Worked in the Woman's Shoe Department

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  Natori

  Oct 2005 - Dec 2005

  Fashion Design Intern

  • Attended design meetings and worked with designers on presentation and inspiration boards, fabric and color analysis.• Helped with color placement on the prints, using Easy Coloring software; Helped design motifs for sleepwear.• Put together pitch sheets, color placement, layout sheets to be given to the factory, designer, and merchandiser.• Checked prints made by factory and wrote necessary changes to be made.

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  Silver Spring Mining Company

  Jan 2006 - Mar 2007

  Waitress

  Waitress

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  ABS Capital

  Sept 2006 - Nov 2006

  Administrative Assistant

  • Executed tasks including: Filing, scanning, answering phones, making reservations, ordering supplies, Excel projects.• Filled in for an employee on leave.

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  Preston Marketing Concepts

  Oct 2006 - Feb 2012

  Promotional Model

  • Promoted various products through sample distribution throughout the Baltimore area.• Engaged potential customers while acting as a representative for various brands.

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  Ajilon Consulting

  Mar 2007 - Sept 2007

  Office Assistant

  • Greeted and registered visitors; notified appropriate staff of their arrival. • Managed the switchboard and transferred calls to appropriate staff. • Performed administrative tasks including typing, filing, photocopying, faxing and scanning. • Allocated, stamped and coded large volume of vendor invoices. • Prepared boxes and coordinated transfer of office files to off-site storage facility.• Assisted Accounts Payable Department in processing invoices using PeopleSoft.

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  Bank of America

  Jan 2008 - Jun 2015

  *Assisting Customers with their checking, savings, and online banking.•Provides customer solutions to moderately complex or escalated issues by providing seamless delivery of service, sales and/or fulfillment requests by answering calls in a contact center environment. •Requires knowledge of multiple products and ability to deepen or retain relationships through service and sales. May perform routine account-related transactions. •Involves referring customers to the appropriate line of business for products not supported. •Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other support organizations to fulfill the request. •Handle escalated issues by successfully navigating the organization to resolve customer requests. •Routes, maintains and tracks outstanding servicing requests. •Accountable for the successful resolution of all customer requests. Show less • Mortgage Loan Processor• Responsible for clearing conditions & issuing changes to the terms on MHA (Making Homes Affordable) & conventional refinances.• Verified conditions of approval such as customer income/assets documentation, resolving routine title issues including, but not limited to the following: vesting issues, child support liens, judgment liens and undisclosed liens.• Processed subordinations; resolved address/property type discrepancies with appraisals.• Maintained a high level of customer service by being proactive in communication with customers, banking associates & 3rd parties.• Ability to manage a heavy pipeline 45+ loans. Exceeded goals each month.• Received my SASE authority to process specific loans and conditions. Show less • Communicate with customers experiencing financial hardships by evaluating their unique situations and providing appropriate financial solutions.• Design repayment programs to lower customer’s interest rate and minimum monthly payments or provide settlements.• Provide customer delight while analyzing and negotiating payment arrangements.• Educate customers on account terms.• Ability to solve customer problems in a fast paced environment.• Responsible for securing payments and meeting monthly goals. Show less

  • Cust Svc & Sales Specialist II - Deposits

    Jan 2014 - Jun 2015

  • Home Services Specialist II

    Mar 2012 - Jan 2014

  • Senior Collector

    Jan 2008 - Mar 2012
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  S3 Shared Service Solutions, LLC

  Jun 2015 - Sept 2020

  Processor

  •State Employees Credit Union of MD (SECU) Home Equity Processor•Provide assistance, and service on 50-90 loans per month. •Serve as the main customer point of contact throughout the loan process. •Determine loan eligibility for Home Equity Line of Credit based on customer needs, and processing guidelines. •Evaluate debt ratio, loan to value ratios, credit score, property valuation, and an array of other factors. •Ensure all rules/regulations are met so loans will successfully close. Show less

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  Contour Mortgage Towson

  Sept 2020 - Jul 2022

  • Reviewing loan applications, verifying information, and determining eligibility for pre-approval• Resolving any issues or discrepancies in applications• Process and close loans to comply with rules and regulations• Demonstrate good working knowledge of loan processing guidelines and requirements• Communicate directly with borrowers on items required for a successful transaction• Adhere to all lending and regulatory guidelines and policies while preparing the loan file• Review incoming loans & initiate third-party documentation• Demonstrate quality judgment related to loan documentation received• Accurately input data into system as needed (Encompass)• Meet timelines of necessary disclosures• Ensure compliance standards are met• Contribute towards team effectiveness, efficiency, and workflow• Proficient in closing procedures, loan processing and documentation• Proficient in credit and approval processes• Analytical, organizational, and problem-solving skills• Ability to manage multiple projects/tasks, as well as meeting deadlines simultaneously• Loans: IRRRL, VA, Conventional, FHA Show less

  • Loan Processor

    Nov 2020 - Jul 2022

  • Opener

    Sept 2020 - Oct 2020
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  Strategic Tax Planning

  Sept 2022 - now

  Data Compliance - Case Manager

  Employee Retention Credit (ERC)Orchestrated the management of a diverse and substantial pipeline of clients, serving as the primary point of contact.Proficient in analyzing and organizing Payroll, PPP loan, Profit and Loss statements and Tax documentation for the CPAs to complete the Employee Retention Credit analysis.Effective communication skills developed through interactions with clients, payroll agencies, and internal stakeholders, facilitating seamless collaboration with CPAs and other tax professionals. Show less