Customer Service Insurance
Resume:
Lisa A. Johnson
Buchanan, MI 49107
SUMMARY:
Seeking a challenging and responsible position in which prior
professional experience, formal training, personal skills and
commitment of excellence will be fully utilized.
PROFESSIONAL SKILLS:
. Proficient in Excel, Access, Microsoft Word, Power Point, Word Perfect,
and AS400.
. Ability to type 35wpm.
. Excellent customer service skills. Strong organizational, analytical and
problem-solving skills.
. Ability to develop a sharply defined, critical mode of evaluating a
client's creative needs and designing a sales strategy around those
needs.
EDUCATION:
Business -Graduate of Niles Senior High Class of 1985
EMPLOYMENT HISTORY:
. 08/2010-6/26/2014 United Federal Credit Union
Ancillary Processor
Duties:
. Verify all homeowners and Flood insurance on first
mortgages, HELOC, and commercial loans.
. Post all home insurance premiums and Flood
insurance on all escrowed mortgage loans, first
and HELOC 2nd mortgages.
. Post to escrowed accounts roughly 300 on monthly
basis.
. Track all Force Placed insurance Homeowner's and
Flood. Set up all loans that needed added to
loans.
.
. Loaded new incoming 1st mortgage loans also funded
them in computer system.
. Posted as well as requested life and disability
loan claims on 1st mortgage's, 2nd and Auto Loans.
. Pre audit on all 1st mortgage loans verify all
documents signed and all notices to members as
well.
. Also backed up Auto loan department for letters of
guarantee, processed payoff checks from insurance
companies.
. Balanced monthly general ledger reports.
. 08/2005-8/2010 Edgewater Bank
Escrow Clerk
Duties:
. Verify all homeowners insurance on first
mortgages, HELOC, and commercial loans.
. Post all PMI insurance monthly, death/disability
insurance monthly, life insurance send quarterly
wire, and post to escrow accounts once a year for
all residential escrowed mortgages.
. Post taxes, Indiana, Michigan, Illinois, and
Tennessee in tellering software.
. CBC for non-escrowed customers for all loan
departments for unpaid taxes.
. Update all Flood insurance on system and excel.
. Handle force place insurance set up and posting to
loans
. Mail/verify all escrow annual disclosure
statements for all escrowed residential loans.
. Mail all paid off letters and adjustable rate
letters.
. Used IBS/Campro system to update delinquent loan
information.
. Cut and mail all escrow refund checks to all
escrowed borrowers.
. Extra duties included helping tellers verify
brinks money, audit ATM, run deposits, and pick
daily mail at post office.
. 02/1998 - 5/17/2004 Trustcorp Mortgage Company
Loan Submission Specialist/Auditing
Shipping/Pool Clerk
Funding Clerk/New Loan Setup Department
Duties:
. Verifies information for mortgage loans including
insurance with certificate holder, and MIC/LGC
. Process PMI Insurance payment
. Handles VA/FHA loans paid up front mortgage
insurance
. Calculated Refinance Refunds on all FHA loans, and
responsible for accounts receivable ledger for all
government loans.
. Research and follow-up missing loan documentation
. Matches and distributes submission's daily mail
. 05/1997 - 12/1997 Bertrand Bible Church
Secretary
Duties:
. Handles accounts payable and receivable
. Proof read and approve weekly bulletin
. Responsible for processing weekly payroll
. Answer and handles telephone calls promptly
. Verify deposits and balance checking account
. Research and resolve billing inquiries and
discrepancies
. 04/1989 - 05/1995 Shelton's Farm Market
Sales Coordinator
Duties:
. Responsible for invoice processing of Elkhart and
Niles location
. Troubleshooter for all PC's, fax machine, printers
and copiers
. Research and resolve billing inquiries and
discrepancies
. Inputs a variety of transactions for the
maintenance and control of sales, inventory,
accounts receivable and payable.
. Answer and handles telephone calls promptly
REFERENCES: Barbara Horton Cell # 269-***-**** (5 Years)
Kathy Volheim Home # 574-***-**** (12 years)
Rhonda Harrington Work # 269-***-**** (10 years)
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