Gayla B. Daniels has over 20 years of experience in administrative, financial, and compliance roles. She has extensive experience with data entry, document processing, and customer service. Her background includes positions in insurance, banking, mortgage, and real estate industries performing tasks such as policy administration, loan processing, document reconciliation, and portfolio administration. She has strong computer skills and experience with many software programs.

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