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Customer Service Document Spe ialist

Atlanta, Georgia, United States
February 16, 2018

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Tracy A. Davis

Lawrencevile, Ga. *****

Cell 678-***-****

Qualifications Summary:

More than 20 years of experience including but not limited to customer service, administrative duties, account payables & account receivables, property management, loan processing and delivering exceptional professional customer service. Very detail oriented with excellent reporting skills. Great at problem solving, and working on time sensitive projects. StronG written, and verbal communication skills


Lawson, Lotus Notes, Oracle, CRM Applications, Great Plains, Compass, Share Point, Pion, MS Windows Applications, Excel skills – pivot tables, v-lookups, Word, Power Point, Imaging, Wireless Applications, CSC, and Paperless Technologies,

Career History:

Bank of America Merrill Lynch (ABN AMRO/LaSalle Bank NA) Internal Safe Box Auditor


● Review safe box contracts in check for compliance regulations or in place

● Responsibilities include inputting Account d information in system

● Preparing documents for storage in designated area

● Assisted customers with credit card payments utilizing several computer based programs & internet United States Post Office

. Assistant Rural Carrier

7/2017- Present

● Sort and deliver USPS mail using United States Post Office vehicle Synovus

Mortgage Lien Specialist I

6/2013 – 12/1016

● Responsibilities include inputting paid off mortgages/vehicle information in system using LTechnitCM avante

● Scanning and emailing deed releases to lLO and after verifying PO acct status

● Made sure all documentation got to Senergy

Manpower (Synovus)

Imaging Representative

3/2013 -6/2013

● Responsibilities include inputting loan documentation information in system using Kofax

● Scanning and verifying clarity of documents, logging loan type and quantity of pages

● Preparing documents for storage in designated area SunTrust Bank

Commercial Realestate CSR Specialist 4

4/2010 – 11/2012

● Responsibilities include property management of new assets that have previously been foreclosed on and purchased by SunTrust in a call center atmosphere

● Perform detailed research on properties & allocate values as needed, to assist asset managers & customers with sales of property, using bring in documentation and utilizing several computer based programs & intranet

● Paid taxes & HOA fees set up utilities payments for properties as needed on Assets

● Ordering appraisals, deeds obtaining flood certificates, utilizing web-based programs to verify certain documentation handled account payables and account receivable

● Received and distributed incoming mail from a variety of mail couriers.

● Assist in maintaining multiple chart of accounts, making changes as needed utilizing the computer

● Provide various month-end reports for property management to Reporting Manager

● Reconciled monthly lease payments, & update our database as needed

● Paid monthly Invoice payments(20-50 daily) to third party & private contractors along with all reports necessary Assurant Solutions Call Center

Finance Customer Service Rep S pecialist II

2004 - 2009

● Maintain budget control spreadsheets, as required Responsibilities include accounts payable, account receivable, billing, quarterly financial

● Processes transactions and documentation for the reissue of payments to Customers for insurance coverage

● Paying 60-100 invoices daily Non-PO and PO's

Bank of America

Mortgage Loan Processor


● Process transactions and documentation to support lending agreements

● Verifies customer income documentation, Handled inbound calls about loan process

● Contact companies to obtain property abstract, survey, and appraisal

● Notified manager of discrepancies in title or surveys

● Prepared application files for underwriter approval Summit Bank

Customer Service Team Lead/Sales


● Answered calls from irate customers, about inquiries about bank products and services including checking and savings accounts, loans, CD's, IRA's and credit lines

● Inside sales experience in a fast-paced environment, knowledge of banking/ep industry, and experience with CRM & Sales Databases

● Resolved escalated calls from customers about banking products and accounts call volume of 30-50 a day

● Supervised team of 5-10 people in a call center environment, and handled complex, & high volume accounts Education:

Colorado Technical University currently enrolled to obtain Bachelors Degree in Business Management

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