Customer Service Data Entry

Amy-Lynne Berry

Accounting Professional

**** ****** **** ******** *******, OH 44125

216-***-**** / ************@*****.***

Summary

** ***** ** ******* **** numbers and people:

Introduced and implemented new report-running procedures which doubled production for Charter One Bank.

Redirected process flow to increase production and eliminate backlog for the accounting department at Safeguard Properties.

Work Experience

2015 - 2017

2014 - 2015

2013 - 2014

2012 - 2013

2010 – 2012

2008 – 2010

2004 – 2008

2003 – 2004

1997 – 2003

LoanMax Title Loans, Store Manager, Cleveland, OH

Approved loans based on condition of vehicle and ability to repay. Verified customers provided all information necessary, signed all documents, and were aware of all loan stipulations. Answered all incoming calls to provide information on any and all questions asked. Accepted payment on loans, including making change and balancing cash drawer daily. Called all customers one or more days late for collections, setting up promises to pay, following up on said promises, or accepting phone payments to bring their account current. Increased store volume in both numbers and amount of loans by over 50%. Responsible for all aspects of the store including reports of calls made, audits, loans filed accurately, store cleaned, and all machinery functioning properly. Trained CSR’s at the store on how to do day-to-day job functions.

Cornerstone Fund, Accounting Assistant, Cleveland, OH

Worked special projects under the Accounting Manager including running reports, verifying receipts and balancing old logs. Requested old files from the vault, input information into reports, created some reports for information not previously monitored, and verified all information was correct prior to submitting it for review. Created charts for areas of growth, lack of business, and possible correlations to various advertising styles.

First National Bank (Park View Federal Savings Bank), Loan Processor, II, Solon, OH

Ordered credit reports, appraisals, inspections, payoff questionnaires, and title work. Reviewed title commitments and insurance binders for accuracy. Input all data pertinent to the loan into the Bank’s systems, updating information as changes were received. Assembled and prepared documentation, following up on missing information needed to complete the file. Ensured file was complete prior to submission for closing including: proper dates, signatures, up-to-date payoffs.

Adecco for Nestles USA, Payroll, Garnishments, Solon, OH

Completed back-log and brought current over 400 garnishment requests for new orders, amendments, or releases. Researched employee status, sent letter of termination if applicable. Scanned documents into documentary system for recording purposes. Supported four Garnishment Analysts with daily duties as needed, including calculating pay dates available, and amounts of garnishments per pay. Assisted on specialized project moving all recorded and electronically stored information from one system to the new system.

Adecco for PNC Bank, Consumer Default, Brecksville, OH.

Processed requests to order Title Searches. Researched to ensure this is the first request to contain costs, only one Title needed per life of loan. Researched loan costs, borrower information, property value, county location, and recording information to update loan system. Ordered title from correct vendor, per state and category of loan, notating correct prices charged. Verified if loan is in foreclosure, write-off, or borrower assistance phase to forward to next group appropriately. Scanned incoming documents to correct loans weekly.

Accountemps for US Bank, MRBP, Quality Control, High Cost Analysis, Bedford, OH

Performed dual analysis on each loan to ensure all borrower-paid fees listed on HUD-1 met all state specific requirements, not exceeding those allowables within 2 days of receipt in Pre-Review department. Created an Exception for each loan missing documents or that fails High Cost Analysis. Filed loans without Exceptions in appropriate spaces based on loan type, date, and state.

Safeguard Properties, Accounting, A/R, Dispute Specialist, Valley View, OH

Processed Invoice Review requests to determine if Clients are due refunds based on system, employee or contractor error, or provide documentation of work being done correctly and timely. Processed chargeback, pay additional, prepayment and cut check requests from other departments to insure clients and contractors are compensated correctly for all Property Preservation work completed.

KeyBank National Association, KeyBank Mortgage, Processor.

Verified file documentation, performed pre-underwriting, obtained verification of employment, requested home owner’s insurance declarations, ordered appraisals, title commitments, flood certificates and insurance if needed, ensured a complete and clean file was presented to the closing team.

Charter One Bank, Quality Control Specialist, Closing Department, Cleveland, OH

Called broker to verify terms and conditions and schedule closing date and time. Called title company to verify their terms and any tax due amounts and dates. Entered and verified all applicable borrower information in ApPro loan system. Calculated escrows, if applicable, and verified payment amounts and dates. Printed and verified correctness of Loan Closing Instructions, and sent them to the title company. Appropriately noted system and file to provide accurate information. Previously in Customer Service/Data Entry. Answered all incoming calls for 40 person department, providing Customer Service for every question and/or transferring to requested party. Performed data entry on new loans which included: printing, sorting and mailing all RESPA/Initial Disclosure documents for each loan within three business days of loan submission.

ThirdFederal Savings and Loan, Regional Loan Closer, Cleveland, OH

Ensured loan files were accurate and complete prior to funding the loan. Varied duties included starting title work, preparation and delivery of loan documents, checking funding sheets to ensure correct amount is funded to title company, prepared both single wire transfers and bundled groups of wire transfers, cut checks to title companies, and prepared funded loans for boarding in a high volume, detail oriented setting.

KeyBank National Association, Distribution Specialist for 401 (k) plans Brooklyn, OH

Processed incoming Distribution and Loan Applications to assure the correct amount was allowable and was paid out accurately. Took national courses in Pension Administration; passed PA-1A, PA-1B, and C-1: Administrative and Qualification Issues of Retirement Plans exams. Previously in the Commercial and Consumer Paids areas as well as the Commercial Exceptions area. Prepared releases of collateral documents for commercial and consumer loans, recording all documents with county. General Ledger Tickets processed weekly. Processed incoming commercial loan documents to clear Exception report and send to collateral file. Monitored commercial accounts needing Insurance, processed incoming policies. Created a mail merge document to streamline backlog disbursal and preventing accumulation of backlog. Also attended training to facilitate team-based problem solving.

Computer Experience

Excellent with Microsoft Office, Windows 98 through 2010, Microsoft packages including Excel and Word, various E-mail programs, and various loan programs and databases.

Education

Baldwin-Wallace College, Berea, OH – Course work included Music Education courses

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