Customer Service Microsoft Office
Resume:
JACOB A. RODRIGUEZ
Port Saint Lucie, Florida
Mobile: 561-***-****
Email: *******************@*****.***
OBJECTIVE: A dedicated bilingual professional looking to secure a career position with a reputable company that will broaden his current skill set.
Summary of Qualifications
Over five years’ of combined experience with the U.S. Army Financial Management and the civilian sector, which to include processing treasury checks for payment and Preparing payment vouchers and financial reports according to government regulations.
Able to prioritize and delegate tasks effectively to ensure timely completion within team environment.
Excellent knowledge of Microsoft Office Suite, including specialty with Excel, Accounts Payable Systems, and various Mortgage Loan Servicing systems.
Outstanding writing and communicational skills.
Vast experience in fast-paced multi-service office environments
Bilingual: English, Spanish.
Active Government Security Clearance
NMLS: 1412575
Experience
Mphasis-Digital Risk/Senior Mortgage Loan Processor III
09/2015-present
Ocwen Financial Corporation/ Loss Mitigation Specialist
04/2013-09/2015
Preparation of various documents pertaining to mortgage loans, modifications, and chain of title (i.e. Foreclosure/Bankruptcy Affidavits, Home Affordable Modification Program agreements, Assignments of Mortgage, Satisfactions of mortgage, power of attorneys, subordinations of lien position, partial lien releases, etc. Duties include collecting all necessary documentation and verifications, ordering title commitments & appraisals, communicating with borrowers, loan officers, title representatives, appraisers, underwriters, loan closers, real estate agents and management. Transition and/or setup and maintain loan files. Inclusive of, but not limited to: order, reorder, verify and/or corporate pay and location history, deposit and asset verification, appraisals and subsequent or final inspections, and such other related documents as the processing procedure may require. Maintain understandable/readable file process (conversation) log and history. Insure timely collection and status of loan documents; with appropriate credit reports, employment and income verifications, housing and/or necessary follow-up. Perform timely data entry/retrieval of loan data through computer terminal. Usher loan files to timely closing. Assemble, check and verify accuracy and completion of all necessary closing documentation. Also assist in scheduling closing. Maintain up to date log, histories and reports within and without designated job functions and responsibilities. Maintain thorough knowledge of FNMA, FHLMC, FHA and VA guidelines.
Work in conjunction with other departments and third parties to execute the requests
Review and confirm the accuracy of the requests
Work with co-workers to assist in achieving department goals
Meet or exceed individual HRD standards (Monthly Goals)
Work with the Credit Analysis Department on underwriting new loans, renewals, amendments, and waivers.
Prepare required disclosure information within designated timeframe.
Ensure compliance with the Bank, regulatory, and credit requirements with emphasis on quality customer service while adhering to given deadlines.
Analyze and create preliminary financial write-ups with supporting documentation/spreadsheets and review/approve covenants.
Prepare account profitability analysis and various reports including asset monitoring.
Assist customers and follow up on outstanding items.
Assist with mentoring and coaching loan assistants
Bank of America-Teller/Customer Service Representative
02/2011-03/2013
• Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit.
• Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices.
• Processed savings withdrawals.
• Cash checks: verify endorsement, receive proper identification, and ensure validity.
• Identified counterfeit currency.
• Answered basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
• Cross-sell bank products and services.
• Referred customers to the proper department for issues that cannot be resolved at the teller line.
• Count and roll loose coins.
• Issue personal money orders and cashier’s checks, accept orders and payment for U.S. Savings Bonds, and sell American Express Travelers Checks (single & multiple signer).
• Accept loan payments: verify payment amount and issue receipts.
• Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
• Ensure teller station is properly supplied.
• Receive FICA payments: verify deposit coupons are properly completed and checks are made payable to the “Bank”.
• Accepted county property tax payments.
• Balance and update savings passbooks, and close accounts when requested.
• Followed procedures for removing accounts for dormancy.
• Balance drawer daily, including periodic batching of cashed checks.
• Process cash advances, redeem U.S. Savings Bonds.
• Maintain appropriate currency logs. Follow all bank policies and procedures.
New York State Office of Mental Health – SSO I
06/2010-01/2011
Monitored inmates’ daily activities, watching closely for unusual behavior, improper conduct, or signs of possible conflict.
Performed periodic patrols of the entire correctional facility area to maintain order and prevent escapes.
Searched cells, living quarters, visiting areas, recreational areas, and buildings for contraband or unapproved items.
Guarded inmates in penal institution in accordance with established policies, regulations, and procedures
Supervised up to 20 inmates in a maximum-security facility maintaining 100% accountability.
Patrols assigned areas for evidence of forbidden activities, infraction of rules, and unsatisfactory attitude or adjustment of prisoners.
United States Army – 36 B-Financial Management Technician / Government Commercial Vendor Services /Document Control Specialist /Army National Guard
Active Duty Service Ft. Campbell, Kentucky 05/2006-05/2010,
Army National Guard, Queens, New York 2011-2012. Deployment Bagram, Afghanistan 12/2007-12/2008
Maintained and processed government contracts for goods and services supporting contingency operations in Bagram, Afghanistan Operation Enduring Freedom/Operation Fingal.
Received and posted funding, commitment and obligation documents to accounting systems.
Reviewed, received, and processed contracts, invoices, receiving reports, and payment voucher in accordance with various government regulations.
Disbursement of Afghani/US Dollar public funds to Afghani Nationals and domestic government contractors, responsible for financial activities in all Forward Operating Bases within Afghanistan.
Compute taxes owed and prepare tax returns, flux accounts, ensuring compliance with payment, financial reporting, and other US/Afghan tax requirements.
Collect and maintain files of the latest revision level documentation necessary to define product configuration and control manufacturing processes.
Timely distribution of latest revision level documentation to all appropriate users and ensure that obsolete documentation is removed from distribution.
Maintain a computer database of all filed documentation that ensures fast retrieval of documents.
Perform clerical typing duties to generate documents as necessary.
Controls issuance of document numbers, including maintenance of proper document registers.
Receive and post documents to accounting/budget systems
Process treasury checks for payment and pay for invoices
Maintain files and prepare financial reports/travel vouchers
Review contracts, invoices and receive reports, accounting principles and procedures, maintenance of financial reports and budgets, analyzing financial data, and computation of pay and deductions.
EDUCATION
2008-2012 Columbia College of Missouri
Bachelor of Science Financial Services
Bachelor of Science Management
09/2014-Present University of Maryland, Adelphi, Maryland
MBA Program. Currently enrolled, 50% completion.
TRAINING
Active Secret Security Clearance
NYS OMH Safety & Security Officer Basic Academy
NYS Safety Officer Fire Science Training
New York State Peace Officer
Firearms and Security Training, LLC
Weapons of Mass Destruction Awareness Certification
36B Financial Management Specialist Certification
Superior knowledge of Microsoft Office Programs
General Fund Business System (GFEBS) certified,
Computerized Accounts Payable System-Clipper,
Financial Management Specialist Certification,
CLS Certified, CPR/AED certified.
Real Servicing & Central Image System
Citrix Systems
http://www.linkedin.com/pub/jacob-rodriguez/48/813/751/
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