Customer Service Quality Assurance

***** ******** **. ***** 832-***-****

Sugar land, TX 77407 E mail

*********.*********@*****.***

Carmelita Robertson

Professional Profile

Comprehensive knowledge of financial reporting practices.

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Proven capability to prioritize, and coordinate financial tasks in a challenging environment.

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Demonstrate effective customer service skills by listening to client concerns.

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Establish, and maintain working relationships with internal and external customers.

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Display interpersonal skills by communicating effectively when interacting with various levels of

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management.

Ability to think both analytically and strategically with a focus on solution oriented objectives.

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Professional Experience

G.E. Commercial Finance, Houston, TX

2009 2010 Investor Reporting Specialist

• Performed monthly Investor Reporting and Accounting functions in accordance with financial

policies and procedures.

• Assisted in solving variances regarding the reconciliation of financial data, and b alance cash.

• Analyze and review daily, monthly, quarterly, financial reports in excel format utilizing vlookups,

and SQL.

• Performed loan liquidations, prepare daily deposits, and research items on general ledger.

• Created escrow spreadsheets with current information, and provided quality assurance to

guarantee timely and accurate reporting.

• Calculated and verified calculation of complex payment structures and application of cash

distributions.

JPMorgan Chase Bank (Investment Banking), Houston, TX

2006 2009 Account Analyst, Reporting

• Worked with portfolio management in the preparation of various financial and monitoring reports

to Investors, Master Servicers and Trustees as required.

• Exported data daily from AS400 (Strategy) to MS Access to prepare monthly/quarterly data file

and other periodic reports.

• Manage account receivables and manage the billing process for accuracy.

• Utilized oracle and oracle SQL (query language) to formulate management statistical reports,

assist in the co-ordination of tax reporting, and arrange for timely distribution of financial

information.

• Calculated and tracked complex interest, revenue, and fee accruals at various rate levels across

changing investor distributions.

• Reconciled daily funding payment activity to account for all daily transactions.

• Performed complex research for investors, and analyze variances as needed.

Washington Mutual Bank (Multi Family Group), Houston, TX

Loan Coordinator I

2002.2006

• Worked directly with loan consultant to analyze the loans strengths and weaknesses in

accordance with investment requirements, and coordinate the process from letter of interest

through closing of the deal.

• Communicated regularly with brokers, and borrowers to determine the effectiveness of specified

loan programs.

• Exported loan data from various systems to MS Access and transferred data into excel

spreadsheets using VBA to produce information in a user friendly report format.

• Analyzed complex data related to commercial loans and determine which supporting documents

to order prior to closing.

The Associates, Specialty Credit Division, Houston, TX

1999 2001 Financial Bankcard Analyst

• Assisted Texaco and Shell customers with processing new and pre approved credit applications

by phone. Responsible for evaluating, and reviewing all account history for fast credit decisions

on lines of credit.

• Handled over flow calls for customer service, and fraudulent account inquires.

• Excelled in building customer relationships while gaining valuable sales experience in a financial

services environment.

Education and Professional Development

2006 Present University of Phoenix

Bachelor of Science Degree, Accounting

1997 1999 Houston Community College, Houston, TX

Paralegal/ Law

1999 Legal Office Intern Attorney General Child Support Division

PC Skills: Comprehensive knowledge and utilization of Microsoft Excel, Outlook, Lotus Notes,

PowerPoint, MS Word, Microsoft Office, AS/400 (Strategy), Oracle, PeopleSoft, and SAP

References available upon request

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Contact this candidate