1. GAYLA B. DANIELS
Dallas, TX 75249
Email: gbdtruth70@yahoo.com Cell# (214) 830-3633
EDUCATION
Colorado Tech University Colorado Springs, CO
Bachelor of Science / Business Administration / Cum Laude Graduate
Life, Accident, Health and HMO Insurance License / Dallas, TX
SUMMARYOF QUALIFICATIONS
● Asset Setups & Pricing Operator Analyst (Stock Trades)
● Admin Assistant - R/E Trust Properties (8+ years)
● Supervisor / Cash Payments A/R (4 years)
● Funds Management - A/P & A/R (5+ years)
● AML / KYC Knowledge / (10+ years)
● QA Mortgage Analyst / Policy Administrator
● R/E Mortgage Closer (3 years)
SOFTWARE / COMPUTER SKILLS
Microsoft Office: Word, Works, Lotus Notes, Outlook, PowerPoint, Access, Excel, PivotTables/VLOOKUPS
Systems software: ADP, AS400, SAP, SQL, AWF, Bloomberg, Black Knight, CICS, MES, and many others
Peripheral Devices: Scanners, Printers, etc. / Type (55-60 wpm) / 10-key by touch (min. 10,000 kpm)
PROFESSIONAL EXPERIENCE
Johnson Service Group - Red Oak, TX/ Document Controller Clerk
March 2018 – July 2018
● Adhered to Project Document Control policies and procedures requirements including monitored, prepared reports,
printed drawings, PowerPoint, and 3D-vias for Mechanic Engineers (SAP and MES systems)
● Created file folders from manufacturer documentation products (i.e., improvements, repairs and new developments
graphics, drawings, manuals, bills of materials, part lists specifications, sealant maps, etc.)
● Appointed as assistant team leader - assigned / directed daily work to team members to support all tasks duties and
special projects
● Performed daily file audits and MES document work order control systems
NewYork Life Insurance - Dallas, TX/ Policy Administrator
July 2016 – November 2017
● Heavy data entry included modified, validated, and processed any/all types of policy authorization change requests
(e.g.,beneficiaries, third parties requests,name changes,DOB, SSN, amount of coverage, POAs,Trustees,and
updated W9s/W8s tax forms, etc.)
● Created and mailed correspondence letters to policyholders (80+ daily)
Robert Half - Dallas, TX / Mortgage Compliance Analyst
August 2015 – January 2016
● Reconciled mortgage loan documents terms to the company policy terms onto their servicing platform
● Conducted accurate monitoring by identified and reported discrepancies to resolve any policies issues
● Performed document remediation and analysis of mortgage loan accounts and legal documents
● Validated modifications loans for accuracy in SharePoint and Excel according to procedures
● Performed analytical tasks on multiple projects (4 total) by ensuring accuracy,quality and
integrity by independently interprets results to a complex data system
Wells Fargo – Irving, TX / Loan Document Specialist V / Closer-Funder
November 2011 – February 2014
● Provided excellent customer service with multiple parties (clients, underwriting team, processors,attorneys,
appraisers, R/E agents and title officers, insurance agents, notaries, etc.)
● Reconciled HUDs balancing with title officers/attorney’s including loan payoffs, taxes, and insurance escrows
● Created and disburse closing documents for all parties involved for signatures
● Researched/resolved any/all discrepancies for required documents for pre or post-closing (wires, checks, etc.)
2. Gayla B. Daniels Email: gbdtruth70@yahoo.com Cell# (214)830-3633 (Page 2)
Bank ofAmerica - Dallas, TX / Asset Setup - Pricing Operator Analyst
November 2001 – March 2011
● Heavy data entry and scanning by processing trade requisitions for clients and posted data on trade processing
clearance system. Min 30 - max 80+ transactions daily
● Acquired Bloomberg data quotes for price accuracy and assigned proper major/minor assets codes according to
type of security (e.g.,Fixed Income, Mutual, ETFs, Hedge Funds Securities, etc.)
● Created and monitored daily, monthly and annual client’s management reports for manager
● Performed departmental QA synopsis audits (corrected posted error entries)
Commercial Loans / Collateral Loan Administrator
● Prepared documents and upload all images onto electronic file system and maintain all collateral files
● Assigned as a customer's primary contact for all loan processing including loan funding
● Traced,cleared, and updated computer system with pertinent collateral information
● Collateral management and problem resolution with regards to payments, etc.
Real Estate Trust Admin Assistant
● Successfully supported 3 Portfolio Managers (300+ accounts) with governing documents and validated
compliance bank policies to meet the client’s satisfaction
● Reconciled/balanced accounts daily and performed A/P and A/R duties via checks, wires, portfolios and
manual advices (heavy data entry duties)
● Interviewed, hired, and paid vendors, rent/lease dues, utility bills, property taxes (national basis)
insurance, BPO’s,etc.
● Succeeded in departmental goals by attaining and reviewed legal documents (e.g., Deed of Trust,
Warranties, Living Wills, Bill of Sales, Titles, POAs docs,etc.)
● Prioritized day to day workflow administrations of the portfolio involving new setup records/files, distributed
and sells; compliance monitoring, client services and communication, funds transfer, trade clearance, ordered
inspections, BPOs,appraisals, and environmental reports
