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Administrative

Location:
Charlotte, North Carolina, United States
Salary:
16.00
Posted:
August 30, 2018

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Resume:

MaryAnn Jenkins

704-***-**** ac6vjt@r.postjobfree.com

PROFILE

Insurance Support experience, Mortgage Loan Processing Assistant experience, Administrative experience with Account Receivables, Account Payables experience. Familiar with Medical Terminology and Medical Coding.

PROFESSIONAL EXPERIENCE

PREMIER STAFFING GROUP, Charlotte, NC. February 2018 to May 2018

Temporary assignment with CalAtlantic Mortgage, Loan Processing Assistant

Complete assigned Loan Milestones in Encompass Software, through Information Research, The WorkNumber, VA and FHA websites. Update and file documentation in Encompass.

Verify Subject Property address, zip code, Borrower(s) name, social Security number and Date of Birth, obtain Real Estate Agent information through Broker Agreement, Touchpoint or other means. Request Flood Certification.

Request Borrower(s) Transcripts (W2, 1099, 1040) per Loan Officer/Processor’s instructions. Prepare and send 4506T if needed.

Run Fraud Report, Social Security verification if needed. Prepare and send to borrower(s) SSA-89, if needed.

Run CAIVRS through VA or FHA website; Obtain VA Certificate of Eligibility if needed; Run FHFA, LDP, or GSA if applicable.

Obtain Written Verification of Employment/ Verbal Verification of Employment.

PREMIER STAFFING GROUP, Charlotte, NC. May 2017 to February 2018

Temporary assignment with CalAtlantic Insurance Services, Insurance Assistant.

Assist insurance agents with daily, weekly and monthly tasks and special projects through the Adtrac, Westwood systems and carrier websites.

Process New Customer Leads, Insurance Questionnaires, Policy Authorizations, policy requests from Lenders. Mortgage Clause changes, Carrier notices, endorsements updates, research carrier cancellations, obtained Flood Proof of Residency and other various carrier related tasks.

Monitor and followed up on requests in the Insurance and personal email box for requests and returned data/documentation from customers, carriers, lenders, etc.

Email follow up and reminders to Lenders and customers for various documentation(s) needed.

Report number of policies sold daily. Report update for customer leads for future polices and updated polices that have closed. Process Community(s) insurance rate changes.

MESSER FINANCIAL GROUP, Mint Hill, NC, September 2011 to April 2017

New Business Services/Contracting/Producer Support/Agent Services

New Business

Scrub New Business Life and Health Applications according to Carrier Specifications and submit to Carrier.

Log, track and follow up on any data needed with Agent.

Review New Business mailbox; respond to any requests from producer or carrier. Forward carrier updates/requires to producers, or to carrier.

Contracting

Process and submit producer contracting requests through Agency Integrator software.

Log, track and follow up on any documentation need from Agent to complete contracting application with carrier.

Update software with carrier assigned writing numbers and/or one contracting site as needed.

Producer Support/Agent Services

Help Producers by walking through various software: quote software, contracting software, commission statements.

Help Producers compare carrier products. Answer/research Producer questions.

Respond to Medicare Advantage and Medicare Supplement questions.

Respond to other miscellaneous questions from producers regarding various information; send requested information.

Mary Jenkins

ADVANCED DOOR SYSTEMS, INC., Concord, NC, August 2008 to September 2010

Branch Secretary/Office Manager

Establishment of new office procedures and forms for work flow efficiency; procedures for technician paperwork, new customer set up procedures with job invoicing, organization and set up inventory system for stock and truck inventory, procedures to order stock for on hand and job-related products, created inventory tracking system.

New Customer setup; Service order entry, Service order billing, job billing, Account Receivables and Account Payables, Collection calls, AIA Payment requests.

Input New Service Order Entry; technician assignments. Order any products needed to complete service call.

Calculate Payroll Time sheets, track vacation/sick/personal days.

Other duties as needed or requested.

Briggs Construction Equipment, Inc., Charlotte, NC, February, 2001 – April, 2008

Receptionist (with Administrative duties)

Answer four incoming telephone line; greet and announce customers, vendors and guests

Calculate employee time cards; track vacation and sick days

Daily Cash Deposit and Daily Credit Card Reports, Calculate and enter Service Technician’s daily job log

Assist General Parts Manager; update Master Price List for various vendors; create new vendor purchase orders, transfer stock, adjust core values, count and data entry of year end parts inventory

Create forms, spreadsheets and logs for various departmental usage, mail merge letters and labels

EDUCATION

Central Piedmont Community College, Charlotte, NC, Summer 2010

Medical Terminology,

Medical Billing, Coding and Insurance

Central Piedmont Community College, Charlotte, NC, 1991 through 1998

Basic Math, Algebra I & II, Microsoft Word, Excel & Power Point, Microsoft Windows ’95 and ’98, DOS, and various other interest courses in computers, language, etc.

St. Louis Community College, St. Louis, MO

Associates in Data Processing

General interest classes.

SKILLS

Microsoft Word

Microsoft Excel

Microsoft Outlook

Data Entry

10 Key by touch

Typing

Encompass Lending Platform

SuranceBay contracting software

Agency Integrator Insurance Database

Familiar with GoogleDocs

North Carolina Notary



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