KRISTI WALKER
DeSoto, TX *****
Direct: 214-***-****
ada315@r.postjobfree.com
EMPLOYMENT HISTORY
JP MORGAN CHASE – Lewisville, Texas
Operations Sr. Specialist 1 - January 2012 – August 30, 2019
Review and analyze customer financial documentation and propose solutions to assist customers
Review and prioritize workflow for completeness, accuracy and compliance:
Analyze financial information including calculation of income and debt ratios in Agent Desktop; verification of assets, collateral review and credit review to determine correct account disposition
Analyze problems and/or fraud through Data Verify; identify potential solutions, and document deficiencies within the review; escalate issues to manager.
Initiate appropriate form letters sent to customer to request required documents;
Research and respond to internal inquiries from CA Specialists or other business partners regarding issues such as missing documents, ordering third party services, and review specialty flags; perform root cause analysis to ensure quality and accuracy.
Achieve work goals for productivity, quality and turn time.
Ensure all documents received are compliant according to investor guidelines
Effectively partner with internal and external parties.
Display customer service excellence
JP MORGAN CHASE - Fort Worth, Texas
Underwriter I - July 2011- Dec 2011 (Department transition)
Review and analyze files with attention to detail and accuracy to determine compliance according to applicable guidelines
Analyze documentation problems and/or fraud and resolve and escalate issues
Calculate income variance test with accuracy and ensure within guidelines
Review and analyze credit reports, verify assets to ensure compliance completeness and accuracy according to guidelines
Display customer service excellence
Processor - Jan 2011-July 2011 (Dept. transition)
Verify and process document files for compliance
Review customer income documents and identification information with accuracy and attention to detail
Resolve document issues; contact customer and third parties regarding status of file
Close approved files according to policies & procedures.
Solicitor 1 – (May 2009-June 2010-Irving, Texas)
Communicate with customers and evaluate customer financial ability
Recommend and negotiate payment options
Collect financial documents with attention to quality, accuracy according to policies and procedure guidelines
Coordinate with attorneys
BAYLOR UNIVERSITY MEDICAL CENTER – Dallas, Texas
Medical Transcriptionist - October 1, 1985 –August 17, 2009
Health Information Management Department, listen to recorded dictation of doctors or other healthcare professionals; transcribe and convert the dictation into written reports, i.e., operative reports, medical history, referral letters, and other documents with attention to spelling, and use of correct medical terminology with attention to speed, accuracy and detail; provide telephone support, take calls and deliver messages in a timely and appropriate manner.
COMPUTER SKILLS
Microsoft Office: Outlook, Excel, Word
Systems: MSP, LenderLive, Default Workflow, Agent Desktop, Data Verify, Infosource, Federated, I-Vault, Kroll, Collateral Management System (CMS), Equator
CERTIFICATES/AWARDS
Five Keys
Top Performer
OTHER
Subject Matter Expert
Health Information Management
Medical Records
Financial Services