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Customer Service Data Entry

Dallas, Texas, United States
October 28, 2016

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Stacy R. Coats

Dallas, TX ***** 469-***-****


Over 10 years of administrative/clerical and data entry experience, with a proven record of accomplishment in the areas of customer service, accounting, data entry, plus strong organizational skills and recently updated training in MS Office. Seeking a position where I can continue to use my financial knowledge and customer service experience in a thriving environment.



Auditing Capabilities

Business Process Re-Engineering

Data Analysis

Management Level Reviews


Excel, SQL & AS400

MS Word

Excellent Customer Service

Employment History

Co-works staffing company 2014-2016

Underwriting technician

Good communication and technical skills are very important. Underwriter technicians must be comfortable using computer software programs to determine whether to approve or deny an applicant for insurance coverage. They need analytical skills to solve complex problems and evaluate clients' information. Underwriter technicians also must be detail-oriented, especially when helping underwriters determine the risk for providing insurance to a client.

Bank of America-Mortgage Loan Administration - Dallas, TX 2012- 2014

FHA Team Lead

Performed at management-level reviews on FHA loans to determine if all Loss Mitigation servicing requirements have been met before referring the loans to foreclosure.

Mentored team members on quality auditing techniques and SOX 404 reporting guidelines.

Received two key awards for excellence in audit proficiencies.

Selected staff, trained for trust in evaluating complex mortgages and forbearance modifications.

Applied strong core systems abilities utilizing excel & mortgage systems

Bank of America – America-Mortgage Loan Administration, Dallas, TX 2011 - 2012

Mortgage Servicing Specialist II / Quality Monitoring Loan Administration

Responsible for reviewing and auditing reviewed loans that were completed by other Foreclosure Review Committees for compliance with federal, enterprise and investor guidelines. Responsible for delivering key audit findings and disputes with the committee member team leaders.

Provided investor and enterprise data regarding performance of mortgage loan packages.

Subject Matter (SME) on servicing pertaining to FHA, VA, Ginnie Mae, Freddie Mac, and Fannie Mae Conventional guidelines l Credit Bureau Reporting/Corrections

Specified servicing guidelines, regulatory correspondence

Perform Quality Assurance review on accounts within the foreclosure referral review process to ensure compliance with State Legislation, Investor and Regulatory guidelines

Manage various high priority projects for the Line of Business

Validate the accuracy of the declarations produced for CA, WA and NV to determine if statutory criteria has been fulfilled

Research applicable laws and regulations to ensure compliance with review of loans within the foreclosure referral process

Countrywide Home Loans, Inc./Bank of America-Mortgage Loan Administration, Dallas, TX 2004 - 2011

Mortgage Servicing Specialist I / Loan Counselor I / Loan Administration

Received inbound calls and placed outbound calls to homeowners to negotiate mortgage payments and assist homeowners with workout options.

Implemented training course for new recruits to increase profitability.


El Centro College – Dallas, TX – Business and Computer Studies

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