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Customer Service Specialists/ Accounting/ Closer/ Finder/Bookkeeping

Location:
Carrollton, TX
Salary:
$25 per hr
Posted:
December 29, 2023

Contact this candidate

Resume:

Melissa Terrell

Carrollton, TX *****

ad2arl@r.postjobfree.com

+1-832-***-****

I possess the necessary qualities to work well with others and have the competency to work on independent projects. I have the verbal skills to communicate effectively in a professional environment. My major strengths include: strong leadership skills, excellent communication skills, and I have a devoted respect for compliance in an all regulated environments. PROFICIENCY

Typing 60 wpm, Access, Quick Books, Excel, MS Office, Application Extender, Vendor Filing, Maestro, Vendor-scape, SAR, Lotus, Title Express, File Net, Power point, DRI, Citi Link, I-Clear Authorized to work in the US for any employer

Work Experience

Closer/Funder

Title Forward/ Redfin - Frisco, TX

May 2021 to November 2022

• Prepare and send closing documents.

• Answer closing questions for internal and external parties.

• Confirm loan closing, prepare loan documents and request funding and loan disbursements.

• Coordinate all aspects of the closing process.

• Manage and perform multiple tasks accurately in a fast-paced and challenging environment.

• Obtain property tax information and verify accuracy with title company, and/or tax collector.

• Calculate tax escrows and ensure ample amounts are collected for next due date.

• Review hazard insurance and premiums and ensure we have sufficient insurance in place at closing and ample amounts collected for next due.

• Inform internal and external parties of loan’s status as required.

• Accurately input data into system and other applications as needed.

• Provide daily status to manager on all unfunded loans.

• Prepare closing documents completely and accurately.

• Monitor closings and solve any problems that may arise.

• Confirm closings and inform the appropriate internal personnel.

• Collect and review any “at closing conditions”, review settlement statement to ensure all fees have been collected/disbursed, request funding and disbursement of funds.

• Assist post-closing department to obtain any outstanding documentation, as needed.

• Manage internal and external expectations on timelines, costs, and processes.

• Help train new employees in the department.

• Act in accordance with company, policies and procedures.

• Complete special tasks as assigned by manager as needed. Closer/Funder

Timios Title and Escrow - Plano, TX

September 2019 to May 2021

• Prepare and send closing documents.

• Answer closing questions for internal and external parties.

• Confirm loan closing, prepare loan documents and request funding and loan disbursements.

• Coordinate all aspects of the closing process.

• Manage and perform multiple tasks accurately in a fast-paced and challenging environment.

• Obtain property tax information and verify accuracy with title company, and/or tax collector.

• Calculate tax escrows and ensure ample amounts are collected for next due date.

• Review hazard insurance and premiums and ensure we have sufficient insurance in place at closing and ample amounts collected for next due.

• Inform internal and external parties of loan’s status as required.

• Accurately input data into system and other applications as needed.

• Provide daily status to manager on all unfunded loans.

• Prepare closing documents completely and accurately.

• Monitor closings and solve any problems that may arise.

• Confirm closings and inform the appropriate internal personnel.

• Collect and review any “at closing conditions”, review settlement statement to ensure all fees have been collected/disbursed, request funding and disbursement of funds.

• Assist post-closing department to obtain any outstanding documentation, as needed.

• Manage internal and external expectations on timelines, costs, and processes.

• Help train new employees in the department.

• Act in accordance with company, policies and procedures.

• Complete special tasks as assigned by manager as needed. SAFETY OFFICER I -UNIT RISK MANAGER

TDCJ/ GIb Lewis Unit - Woodville, TX

May 2018 to June 2019

• Performs routine safety and health program work. Work involves assisting in the development of safety policies and procedures; participating in the safety training and education of staff; inspecting work areas and activities for hazards, and assisting in investigating accidents. Works under moderate supervision with limited latitude for the use of initiative and independent judgement.

• Conducts inspections of unit operations and facilities to ensure compliance with established risk management guidelines, policies, and procedures; prepares evaluative reports; recommends improvements and modifications to resolve problems and deficiencies; and prepares responses to requests for information related to unit operations and activities.

• Assist in investigating reported hazards, accidents, injuries, fires, and other incidents; inspects construction, remodeling, and renovation sites to ensure compliance with safety standards; conducts Americans with Disabilities Act (ADA) site assessments; and prepares inspection and investigative reports and recommendations.

• Assists unit administration during situations that pose an imminent threat to death or serious injury; assists in implementing appropriate corrective action; and prepares reports and maintains contact with other departments and regional staff.

• Monitors the use, maintenance, and storage of hazardous materials, safety equipment, and devices; and monitors environmental factors, operating procedures, safety procedures, contamination, and pollution.

• Assists in developing, implementing, and conducting safety-training programs; ensures compliance with training requirements and documentation; and provides technical assistance. CLERK II

COUNTROOM

February 2015 to May 2018

Performs routine clerical work. Work involves compiling and tabulating data; checking documents for accuracy; transporting documents; and maintaining files. Works under moderate supervision with limited latitude for the use of initiative and independent judgment.

• Reviews documents to identify offender additions and deletions from the main unit roster; checks offender absence documentation and ensures accuracy of information; performs data entry to maintain offender records and related reports; and proofs printed computer rosters to verify accuracy of data entry.

• Prepares and delivers offender-related reports; assists in resolving errors; types, retrieves, and files offender documentation; and maintains documentation files.

• Prints, assembles, organizes, and arranges board tags on count room board; receives, compiles, and performs data entry of lay-in information; prints and distributes lay-in passes and rosters; and assists with offender housing in compliance with legal, medical, and custody requirements.

• Performs a variety of marginal duties not listed, to be determined and assigned as needed. ON-SITE ACCOUNT REPRESENTATIVE

Alegis/ MHSET

May 2012 to December 2015

• Review, Verification, and Processing of all Liability, Veteran Administration and Workers Compensation Claims.

• Request and review medical records.

• Upon request, perform face to face consultation with patients regarding charges.

• Process all reconciliation, and account inventory reports

• Provide Customer Service to all Patients, Insurance Adjuster, etc.,

• Prepare all payments for posting.

• Maintaining hospital accounts within hospital policy and procedures in all required systems.

• Follow up on all Veterans Administration and Workers Compensation Claims.

• Contractual Adjustments, Write off's, and Refunds, etc. DEFAULT PROCESSOR 3

Title Litigation

March 2009 to May 2012

• Responsible for resolving Title Issues by making sure clear titles are provided before foreclosure sales transactions are completed

• Handles all escalated issues from Investors and Attorney's

• Assist Management with managing work flow for the Dallas Title Team

• Examine recorded documents, such as mortgages, liens, judgments, trust deeds, and all contracts affecting the condition of Title

• Orders the necessary demands, obtain releases, order credit bureaus to confirm payoff's of all prior liens, while maintaining supporting documentation that support curative steps taken

• Review plat and map books to determine ownership, legal restrictions and to verify the legal description of property

• Follow up diligently with attorney's to ensure all title defects are resolved in a timely manner due to state foreclosure timelines

Education

Associate of Arts in Accounting in Accounting

University Of Phoenix

July 2015

High School Diploma

Central High School

Associates of Applied Science in Business

Lamar Institute of Technology

Skills

• Microsoft office (10+ years)



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