Financial Services Data Entry
Resume:
Shanna Duffy
West Des Moines, IA 50266
*************@*****.***
A diligent and driven self-motivated professional, offering strong organizational skills, detail oriented, and substantial analytical skills. Collectively I have 6 plus years with costumer contact, 7 plus years experience in the financial services environment, 4 plus years in loan documentation, employee training and default processing as well as experience with annuity products, pensions, contracts, retirement services and compliance.
Education:
The University of Iowa, Iowa City, IA
B.A. Sociology, Minor: Psychology
Graduation: May 2006
Work Experience:
Equifax
Case Resolution Junior Investigator
June 2023 to February 2024
Perform basic analysis of public records form disparate sources including web-based portals, court access systems and or verification portals/systems ensuring accurate public record information is included in our databases and/or provided to our clients according to internal company standards.
Review and analyze public record data, identifying key information and accurately transcribing it into internal systems according to a standardized format based on customer/internal requirements.
Develop rapport with various sources including boards and or Governmental agencies as needed to complete public record search.
Review own work to ensure accuracy in search criteria and data entry and compliance with internal research and reporting standards prior to returning results.
Selected to be a part of the QA team to assist with account with account reviews ensuring and procedures are followed appropriately.
Sedgwick
Claims Examiner Workers Compensation
April 2022-Januay2023
Investigate moderate to complex claims as reported and determine injured worker’s eligibility for worker’s compensation benefits.
Administer indemnity and medical benefits for valid worker’s compensation claims
Manage the progression of the claims process through collaboration with physicians, nurses, attorneys and other parties as needed.
Determine if subrogation exists and take necessary steps to initiate recovery efforts.
All file handling must be within state statutes, claims handling guidelines and best practices.
Determines validity and compensability of the claim by investigating and gathering information regarding the claim and file necessary documentation within state agencies.
Wells Fargo Home Mortgage
Loan Documentation Processor in Fee Operations
January 2022-Febauary 2022
Review purchase contracts (5-200 pages)
Ensure all information is accurate
Gathering information from customers/clients via internal system
Assure Good Faith Estimate Fees/TILA documents are compliant internally and by government guidelines.
Research and respond to escalated, in process, canceled or closing fee change for home mortgage products.
Maintain a high level of quality and production while prioritizing reports
Principal Financial Group
Client Service Specialist
December 2017 – June 2018
Supporting, coordinating, researching, and prioritizing daily work to meet service expectation and independently deliver accurate and timely retirement plan administrative services.
Serve as a liaison to internal and external customers in delivering excellent client service.
Efficiently research client transactions or action items when there is conflicting or missing information.
Utilize multiple work systems.
Follow internal procedures to properly document work on contracts.
Selected to work a special compliance project.
Basic understanding of accounting and recordkeeping systems and PC applications.
Athene
Post Issue Processing Representative
May 2017- October 2017
Responsible for providing excellent customer service for existing customers by completing requests from agents, policy holders, internal customers, and third parties in a timely manner.
Processed transactions including address changes, beneficiary changes, systematic withdraw, and surrenders.
Provide information and explanations of our products, along with the terms and policies of our policies.
Ensured and documented the appropriate to each question, which can range from the simple to moderately complex.
Formulated correspondence with customers through both verbal and written methods.
Took initiative to be a solution seeker.
Knowledge of annuity products.
Understanding of regulations surrounding annuity contracts.
Able to communicate effectively using verbal and written methods, while explaining concepts and processes to the average customer base.
Wells Fargo Home Mortgage/Premier Asset Services
Loan Documentation Specialist IV
October 2014 – April 2016
Responsible for performing a variety of loan document duties on complex loan packages to ensure compliance
Follow closing policies and procedures to close REO properties
Manage an assigned pipeline to move asset to closing
Reached out to the assigned title representative or listing agent for status updates
Escalated urgent issues to the appropriate contact or department
Responded to any notes in Aspen from the listing agent that included documents that were required for closing
Executed extensions if the property was not able to close on time due to any lender delays
Completed surveys based on the title company after the sale was final and funds disbursed
Uploaded the final HUD/ALTA and wire confirmation package from the title company into the documents portion of Aspen
Review REO packages and approve HUD/ALA closing statement and backup documentation
Work closely with agents, title vendors and others in PAS for the end goal of buyers receiving keys
Proficient in Aspen, MSP, Vendor Websites, Investor Services Websites, Excel
Wells Fargo Home Mortgage
Loan Documentation Specialist IV
November 2012- October 2014
Review and analyze documentation provided by customers, third party vendors and/or sales partners to verify compliance with all regulatory, investor and company policies and procedures.
Interpreting policies while analyzing applications, property specifications and documentation
Perform high volume, time sensitive tasks related to the loan documentation process including research and problem solving to ensure compliance with customer loyalty, quality, and timeliness standards
Experience with processing conforming loans, including analyzing and validating data
Proficient in collateral review
Ability to handle confidential material in a professional, ethical manner
MARSH
August 2011- November 2012
Supports existing policy holders through answering calls and responding to inquiries
Fulfilling customer service requests
Ask appropriate questions and serve as a resource of information when assisting customers
Develop a relationship with both internal and external customers.
Assist with underwriting requirements
Assist with IDtheft, CERS, work queue and voicemails.
Successfully completed LOMA 280 and LOMA 290
Contact this candidate