Detail oriented, self-motivated leader with a bachelor's degree, who takes initiative with minimal to no supervision seeking further opportunities where my strategic-thinking, multi-tasking, problem solving skills and ability to work under pressure in a dynamic and complex environment can be enhanced and utilized to align with organizational goals, while fostering business growth.
Skills
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment, while remaining a team player.
Experience working in a fast-paced deadline driven environment
Excellent customer service skills.
Organized and a highly motivated self-starter who takes initiative with minimal to no supervision.
Experience meeting high production and quality standards while continuously improving processes and procedures.
Proficient in Microsoft Office.
60 WPM
Setup and maintain databases and client files
Systems: MSP, BEL, Seemore, GEM, Easy Pay Plus, Black Knight, Cash Work Station, Chucky, ICMP, Tax Cycle, OCIE, ESO, CPA
Experience
Loan Servicing Specialist III, 11/2016 - 02/2020 Boston Private Financial Holdings – Los Angeles, CA,
2019 year end – 100% QA with 120% productivity.
Processed payoff quotes across multiple business platforms.
Responsible for responding to written and phone inquiries from customers, title companies, and internal personnel regarding loans.
Resolved discrepancies and investigate routine matters and inquiries from clients and other departments.
Answered questions pertaining to all areas of loan servicing including payment research, taxes, insurance,loan modifications and assumptions, prepayments, payoffs, adjustable rate loans, credit reporting, and lien perfection.
Researched and analyzed problems and recommend solutions.
Conducted research in various systems to ensure proper routing of mail.
Prepared all policy related mail to be scanned to the appropriate business units.
Received and batched payments in any form ensuring they meet anti-money laundering and other compliance requirements.
Prepared documentation for unacceptable payments received due to compliance, AML, legal or business unit requirement.
Ensured correct deposit stamp is endorsed on the various checks.
Performed cash reconciliation process and deposit functions.
Ensured image quality on the systems.
Recognized and indexed documents for all business units using over 1,400 document types.
Processed checks following control and balancing procedures.
Processed pull requests while maintaining balancing and control procedures.
Loan Servicing Specialist II, 02/2016 - 05/2016 Wells Fargo – City, STATE,
Received and batched all incoming work to the department.
Check Handling and Processing – Research items balanced.
Quality Assurance Coordinator for check packages.
Received in-depth training on manual and auto pay batches.
Team QA is 95% - Averaging 90 accounts per day as an individual contributor.
Medical Service Account Representative, 05/2013 - 01/2015 DataFile Technologies – City, STATE,
Analyzed release-of-information requests and determine applicable medical documentation being requested while following HIPPA guidelines.
Used industry leading technology to remotely access our clients’ networks and Electronic Medical Records (EMR).
Followed HIPAA guidelines while following through with medical record requests.
Researched any problems that arose (missing documents or requests, missing information).
I wrote a new procedure for working the largest client.
I then received the opportunity to train the rest of the company on my procedure.
Education and Training
Certifcate: Medical Billing And Coding, Expected in - Ashworth College - Norcross, GA GPA:
Bachelor of Science: Crisis And Disaster Management, Expected in 05/2011 - University Of Central Missouri - Warrensburg, MO, GPA:
Additional Information
I had the opportunity to partner with one of the largest law firms in the Kansas City area - We chose to
focus on the business continuity aspect of the business and put their current plan into action in the case
there was a common natural disaster. This led us to working with, not only this office but also bringing in 2
other offices in different states. My partner and I re wrote the entire plan and at the end of the semester
had the chance to do a live disaster recovery exercise with all three offices.
Our plan was then put into action for the future. Education (Table Top) I had the opportunity to partner with
a classmate and work with one of the largest law firms in the Kansas City area - We chose to focus on the
business continuity aspect of the business and put their current plan into action in the case there was a
common natural disaster. This led us to working with, not only this office but also bringing in 2 other offices
in different states.
My partner and I re-wrote the entire plan and at the end of the semester had the chance to do live disaster
recovery exercise with all three offices. Our plan was then put into action for the future.
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