Data Entry Quality Assurance

SUMMARY OF QUALIFICATIONS

Discreet, maintaining absolute confidentiality

Extensive experience with document file management, at Lincoln Savings Bank, Black Hawk County Abstract and USBank

Excellent oral and written communication skills

Attention to detail, shown in the quality assurance demands of the Loan File Management position

Collaboration and knowledge transfer in the development of process/procedure and training materials in multiple positions

PROFESSIONAL SKILLS

Review and Analysis of file documentation

Review of processes and procedures and preparing/writing Standard Operating Procedures

Proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint)

Preparation of training materials and Standard Operating Procedures manuals

EMPLOYEMENT HISTORY

LOAN FILE MANAGEMENT SPECIALIST 10/22 – 10/23

Lincoln Savings Bank, Waterloo, Iowa

Successfully reviewed Loan Files, analyzing Loan Agreements (Agricultural, Business,

Commercial and Construction), completing up to 120 reviews a month, setting up

ticklers and covenants for each.

Reviewed Credit Approval Forms (CAF) for each loan, and set up Loan Policy Exceptions in each loan file.

Wrote and compiled 10 processes and procedures manuals and training materials

Worked with management to write 4 different Standard Operations Procedures (SOP’s)

MORTGAGE POST CLOSER 04/2021 - 09/2022

Blackhawk County Abstract and Settlement Services, Waterloo, Iowa

Managed documents from closing through file breakdown and distribution

Wrote Processes and Procedures document

Assisted processors and closers with obtaining preliminary and final continuations of abstracts and Final Title opinions

DATA ENTRY CLERK 09/2020 -11/2020

Robert Half, Cedar Rapids, Iowa Contracted to the Blackhawk County Elections Office, Waterloo, IA

Entering absentee ballot requests to Blackhawk County Elections software

Filing hard copies of absentee ballot requests

COLLECTIONS SPECIALIST 06/2019 - 05/2020

Robert Half, Cedar Rapids, Iowa, Contracted to Terex Corporation, Waverly, Iowa

Contact delinquent customers to collect past due accounts prior to sending to collections

MORTGAGE REVIEW SPECIALIST 05/2018 - 05/2019

KForce, Tampa, FL, Contracted to USBank, Waterloo, Iowa

Review documents within mortgage loan files for errors and thorough completion

Data entry processes and procedures

OFFICE MANAGER 07/2016 - 08/2018

Dr. William Cozart, DDS, Waterloo, Iowa

Oversaw office operations of a one doctor dentist office

Primary point of contact with the public, vendors and contractors

Maintained patients records and billing accounts

Performed insurance coding and filing procedures; brought a 2-year backlog of insurance filings up-to-date

Performed collections procedures, bringing 75% of delinquent accounts current prior to placing with collection agency

TECHNICAL SERVICES CLERK

Southern Maryland Regional Library Association, Charlotte Hall, MD 02/2006-04/2015

Cataloged and processed library materials in preparation for circulation

Created, wrote and complied Training Manual in conjunction with department manager

Researched, created and maintained WIKI as a repository for departmental processes and procedures

Researched, prepared and presented PowerPoint presentations on industry-wide changes and how those changes affected departmental processes and procedures

EDUCATION HISTORY

Morningside College, Bachelors of Science in Business Administration

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