Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Obtain a administrative position where I can maximize my people oriented experience, communication skills and my problem analysis and problem solving abilities in a office environment

Core Qualifications
  • Excellent ability to solve problems
  • Proficient in Microsoft Office applications
  • Excel in Customer Service & Relations
  • MainFrame, LIS, Core
  • Deep ability to compile information and prepare reports
  • Accurate and detailed
06/2015 to 02/2016
Loan Document Specialist III Aids Healthcare Foundation Philadelphia, PA,
  • Assist HMC with gathering all require documents for project review if their AU is eligible.
  • Classify project review to specific region such as: Condo Safe, Doc Gathering Advance Messaging and Equity line Review Set up task for LDS,s to perform doc gathering process.
  • Gather document for the different types of review such as: CPM, HOA Cet , Leasehold, Deed Restrictions, and Equity Approved rush request for loans which COE or contingency date is within 10 days.
  • Assist underwriter with gathering documents and verifying them before the project is setup in the USQ Contact Insurance company to verify endorsements /inflation guard to see if they meet the standard requirement Ordered document through Core logic, Homewise ect.
  • Contact HOA company to obtain document information Send correspondence to the field informing them of their project review status.
01/2014 to 06/2015
Benefits Specialist Oklahoma Employees Credit Union Witcher, OK,
  • Use questioning and listening skills that support effective telephone communication.
  • Meets commitments to customers and other duties as assigned Effectively handle tasks such as: transfers, call backs, holds and unintentional disconnects Provided customer service that focused on educating and addressing concerns on employee group benefits to include 401K, and Health and Welfare and Pension plans.
  • Processed new hire enrollments and plan elections.
  • Assisted employees with benefit enrollments, COBRA processing, death processing, retirement planning.
08/2013 to 2015
Loss Mitigations Specialist Copart Colorado Springs, CO,
  • Provided assistance to Homeowners delinquent with their mortgages.
  • Interviewed the borrower to understand their specific situation.
  • Analyzed the customer's situation and made recommendations.
  • Submitted accounts in the Mortgage Assistant Tool systems for Home Affordable Modifications, Traditional loan modifications, foreclosures, Unemployment programs, and Short Sales assistance.
  • Advised customers about workout options available per Investor guidelines for Fannie Mae, Freddie Mac, VA, FHA, and Private Investor accounts.
  • Advised clients regarding financial documents needed for income verification process.
  • Provided the client with the Homeowner Support Specialist information assigned to process the modification or Short Sale.
  • Processed payments, set up short term payment options, and kept the customer updated about the status of their modification request.
2012 to 2013
Loan Processor Bank Of America City, STATE,
  • Responsible for calling to verify loan details and requests additional documentation if needed
  • Responsible for a analyzing and evaluating incoming documents to ascertain loan eligibility
  • Responsible to follow-up with vendors/third parties to obtain documents in timely manner
  • Responsible for verifying credit reports, income and assets
  • Assist with filing and submitting loan through automated underwriting programs.
2010 to 2012
MedicalCollector1/ Account Representative PricewaterhouseCooper City, STATE,
  • Responsible for follow-up on denials and sending out appeals to insurance companies.
  • Contacted insurance companies & patients for any missing medical information Billed claims electronically through ePremis and also hard copy through mail.
  • Follow-up on all claims that were billed out 30 days or more.
  • Post claim to both Meditech and ResQ systems Responsible for follow-up on adjustment and patient liability.
  • Work claims for the different insurance companies such as: Blue Cross, Blue Shield, Tricare, United Healthcare, Aetna, Veterans Affairs and also Healthnet Also used billing system Chartmax and insurance company websites to look up patient information.
05/2007 to 11/2010
Customer Service Representative Teleperformance City, STATE,
  • Assist with billing inquiries such as reviewing billing, making changes to customer package, take payment credit cards and EFT.
  • Handle incoming requests from customers and ensure that issues a will resolved.
  • Deliver world class customer service by communicating with energy and personal confidence.
  • Provide accurate programming information to help set of Directv equipment Inform customer of the different equipment that we offer for the appropriate services Inform customer of upgrades they are able to have Inform customer of the different Directv package plans.
  • Able to work in a high call environment Assist with technical issue such as troubleshooting equipment.
Expected in present
: Business Management
York Technical College - Rock Hill, SC
Business Management
Expected in May 2006
High School Diploma:
Mullins High School - Mullins, SC
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School Attended

  • York Technical College
  • Mullins High School

Job Titles Held:

  • Loan Document Specialist III
  • Benefits Specialist
  • Loss Mitigations Specialist
  • Loan Processor
  • MedicalCollector1/ Account Representative
  • Customer Service Representative


  • High School Diploma

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