Data Entry Support Specialist

Tara Y. Lyons

*** ***** ***** ** ***** Mount, NC*7803

Home/Cell: 252-***-****

********@*****.***

Profile

Office Staff Support Specialist that acquires office management skills and proficiency in Microsoft Office programs. Strong planner and problem solver who readily adapts to change, works independently, effectively and exceeds expectations of others. Able to multi-task various duties, while meeting tight deadlines without compromising quality.

Education

Edgecombe Community College

Relevant Courses:

Principles in Accounting I

Principles in Accounting II

Payroll Accounting

MS Office for Professionals

Managerial/Financial/Intermediate Accounting

Keyboarding and Document Formatting

Technical Communication

Business Management

Federal Taxation

Office Computation

Degrees/Diplomas:

Associates in Accounting, 2012

Associates in Business Administration, 2012

Key Skills

Office Skills:

Office Management

ASKDatabase Management

Record Keeping

Spreadsheets/Reports

Data Entry

Documentation

Auditing

Filing/Copying/Scanning

Administrative Support

Budget Reporting

ComputerSkills:

MS Word

MS Excel

MS PowerPoint

MS Outlook

MS Access

MS Project

MS Publisher

Quick Books

Macros

Experience

Truist Bank (formerly BB&T) – Wilson, NC 27893 – Assistant Vice President, Purchase Relations Specialist, II

2019 to 2024

Performed various duties throughout the Mortgage Lending department, supporting

everyday Operations and providing Perfect Client Experience.

Gather and review mortgage documents for accuracy and quality.

Serve as a liaison between the Loan Officer, the Underwriter, Compliance and the clients to make sure that all required docs needed were provided, verified and in compliance (passes QM Points and Fees and ATR tests) for purchase of loan.

Provide Customer Service to Clients via email or telephone, making sure that issues are addressed

and questions are answered in a timely manner.

Keyed verified data into Servicing Systems (Unifi, CLS, BlackKnight, etc.) for loan processing.

Uploads Imaged documents into database for storage.

Analyzed mortgage documentation to determine file eligibility in respect to Agency and Truist guidelines.

Managed multiple Correspondent Accounts with a total of up to 300-350 loans to ensure pipeline movement.

Maintain Client pipeline, ensuring all deadlines are met.

Apply pricing hits to loans when needed.

Generate reports to assist Production.

Review and disposition both Underwriting Settlement Coditions and Compliance Conditions for Non-delegated loans.

Verifies required documents of funded loans in the Post-Closing process for accuracy.

Mentor and Cross-train other associates in my group on an as-needed basis in areas of relative strength.

Exercise discretion in clearing conditions appropriately without the needed for Managerial oversight.

Maintain relationships with Lenders, Underwriters and Account Managers.

Communicate effectively with clients of items required and deadlines.

Demonstrate aptitude in communicating complex concepts in an understandable manner.

Partner with Lender to review condition documents to ensure all purchase requirements are met.

Maintains great organizational and verbal/nonverbal communication skills, while performing

duties, such as contacting Correspondents for correct and required closing documents.

Demonstrates the ability to adapt to and handle different tasks with no problem.

Branch Banking and Trust Company -Wilson, NC 27893 ML Correspondent

Operations Specialist II

2015 to 2019

Performed various duties throughout the Mortgage Lending department, supporting

everyday Operations.

Gather and review mortgage documents for accuracy and quality.

Keyed verified data into Servicing Systems (Unifi, CLS, etc.) for loan processing.

Uploads Imaged documents into database for storage.

Verifies required documents of funded loans in the Post-Closing process for accuracy.

Provide training to other associates in my group on an as-needed basis.

Headed the Paperless Pilot program for my group and trained others when it became Mass

Production.

Maintains great organizational and verbal/nonverbal communication skills, while performing

duties, such as contacting Correspondents for correct and required closing documents.

Demonstrates the ability to adapt to and handle different tasks with no problem.

Sends out Suspense notices for loans with conditions that need to be taken care of before

funding of loans for Operations Specialists and QM Analysts.

Possess a positive and professional attitude towards work and others.

Makes decisions regarding pending/funding issues and provide support to other team

members.

Adecco @ BB&T- Wilson, NC 27864 ML Correspondent Operations Specialist I

2013 to 2015

Performed various duties throughout the Mortgage Lending department, supporting everyday

Operations.

Electronically sorted and identified mortgage documents.

Keyed verified data into Servicing Systems (Unifi, CLS, etc.) for loan processing.

Uploaded Imaged documents into database for storage.

Verified required documents of funded loans in the Post-Closing process for accuracy.

Maintained great organizational and verbal/nonverbal communication skills, while performing

duties, such as contacting Correspondents for correct and required closing documents.

Demonstrated the ability to adapt to and handle different tasks with no problem.

Possessed positive and professional attitude towards work and others.

Keihin- Tarboro, NC 27886 Production Office Staff

2005 to 2012

Performed multifaceted clerical tasks (e.g., data entry, filing, document management and preparing reports) as the support for the Production, Quality and Planning departments.

Assisted Management with various reports, maintained document database and ensured the delivery of quality and respectful service to associates. Known as a “get the job done” assistant with a positive attitude towards work and others.

Communicated effectively with multiple departments and Management in the collection of data in order to achieve effective results in the preparation of reports (e.g., daily, weekly and monthly, using various applications to compile data. Also, assisted in the preparation of monthly budgets and the reporting of employee time sheets.

Provided assistance to 250 plus associates, like vacation requests, document training, etc.

Provided timely, courteous and knowledgeable response to information requests from other departments (e.g., updating and revising Quality documents and calculating Production Scheduling’s previous days’ production output with 100% accuracy.

Automated several reports, which reduced the amount of time used in preparing certain reports (reduced time by 90 minutes) by linking data.

Developed innovative PowerPoint presentation viewed by Production, Quality, and Management for daily, weekly, and monthly meetings, using spreadsheets, and charts.

Earned excellent marks on performance evaluations, achieving high honors in areas such as, work volume, attention to detail, implementing new ideas, work ethics, and community service.

Participated in Quarterly and Yearly Physical Inventory with 100% accuracy, making sure that all tickets were counted for, with no mistakes.

Uploaded documents in the ASK Database for storage and management.

Updated and revised Quality documents, such as Process Operation Standards (POS), Machine Operation Standards (MOS), and Visual Aids.

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