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Customer Service Microsoft Office

Mesquite, Texas, United States
October 13, 2016

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Sherri Smith

Mesquite, TX *****

Cell: 469-***-**** Email: s


Mtg Servicing Specialist II

Bank of America Plano, TX 10/2010 to 5/2016

● Managing the process of filing Government Claims completed on Government Workout Plans in a timely manner as

● Company Incentive revenue gained

● Determine and negotiate with Investors on how the Original Documents are to be processed on Partial Claims

● Perform multiple and complex tasks as assigned in a timely and efficient manner

● Maintaining confidentiality, sensitivity and professionalism throughout all phases of work

● Assisting Management with departmental projects and advanced reports by gathering facts, data and other necessary information

● Developing, editing and maintaining spreadsheets and other reporting formats

● Providing performance feedback to Management

● Determined whether modification terms were accurate/in compliance with investor guidelines

● Provide accurate Bookloss processes, ordering of original documents when needed, and processing any money

● Daily and weekly reconciliation of several fees due accounts

● Special projects and reports needing completion

● Electronic Data Interchange verification on claims filed

● Input data through a treasury site for TLC's to be able to complete the Partial Claims

● Independently worked under fast paced conditions and accountable for decisions/actions

● Time management to complete all tasks needed, as well as learning other job functions to get orders out to attorney when needed quickly

● Compile P260 loan completion and upload into Yardi

● Compiled 10 day letter notifications

Tax Researcher II

First American Mortgage 11/2005 to 4/2011

● Data Entry

● Customer Service

● Paying Property Taxes

● Deletion and addition of payees

● Mortgage Serve System

● Escrow (Processing Checks for Deposit)

● Communication with various taxing authorities

● Return/Refund Company Checks

● Updating task in OMR


Net online System, Talon Systems, Fidelity System, Microsoft Office and Outlook, Lotus Notes, AS400/iSeries, TCL, FMS

Imaging, iPortal, US Recordings, Homesaver, Home Retention, FedEx, Iron Mountain/Recall, Novad, HUD

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