Document Specialist Data Entry

Harriette Graham

Duluth, Georgia *****

Email address: *******@***.***

Phone Number: 708-***-****

Summary:

A performance orientated individual with over 30 years of experience in the financial services industry. Extensive background in reviewing documents, loan processing, policy & compliance, customer service and quality control. A dependable, motivated, self-starter, with well developed written and communicational skills. I am a team player, and a quick learner, and works independently on my own, dedicated to my job.

Qualifications

Certified Notary

WFH-Contractor with Kforce Agency 06/2020-12/2021

Working For the SBA

Worked with customers to collect documents that are needed to move the file forward for review and approval

Worked with Attorney’s and Title Companies to assist in getting documents

Assist Case Managers with Closings and disbursing approved loans.

Audit the file for quality assurance and policy regulations to stay within SBA

guidelines

Look for quality and accuracy on each file and keep the files with guidelines

Track my pipeline to make sure I am within compliance of follow up

Focus on quality, customer service and company policies

WFH-Change Healthcare/Alpharetta, Ga 12/2019-04/2020

Document Specialist

Responsible for the successful receipt of medical record documentation and correspondence in from providers and facilities nationwide.

Document specialist prepares and sort all incoming electronic files.

Specialist will use pre-defined naming conventions (ChartID) to index individual files and upload into the (iTools) Database.

Document specialist, also performs some data entry of pre-defined data into the ODIS database, as needed.

Document specialist is trained in multiple pieces of interpretation (knowledge) work that directly impacts the thorough completion of our chart acquisition process.

This all covers handling incorrect member data, corrupt data, accessing medical records remotely via Electronic Medical Record (EMR) systems, removing excess documentation, etc.

WFH-PNC Mortgage/Downers Grove, IL 10/2015-03/2019

Loan Officer Assistant/Sr. Analyst:

Work closely with the loan officers for accurate preparation of each file

Talk to customers to collect documents that are needed to move the file forward

Audit the file for quality assurance and policy regulations

Track documents to ensure that the documents are going out within standards

Look for quality and accuracy on each file and keep the files with guidelines

Track my pipeline to make sure I am within compliance of follow up

Focus on quality, customer service and company policies

Collect fees from the customers

PNC Mortgage/Westchester, IL 10/15/2012/09/15/2015+Sr. Mortgage Document Specialist

Prepare disclosures for the loan officers to send to the borrowers

Ensure that all information is correct before sending out

Review all loan products and ensure that file has what each product requires

Follow all guidelines for setting up the files, and make all changes if needed

Work closely with the loan officers for accurate preparation of each file

Ship all packages by FEDEX and track all incoming packages for the loan officers.

Provides marketing tracking and research information by summarizing data

Accomplishes marketing and organization missions by completing related results as needed.

PNC Bank/Temporary Employee 02/28/201*-**-**-****

Downers Grove/Set Up

Receive and review loan documents to submit to Underwriting

Review all data to confirm all information is correct

Complete all Loan origination documents to comply with guidelines

Gather all information needed or contact the Loan officers or Processors

Data Entry

Uploading and imaging documents

Reviewing all loan products, FHA, VA, Conv, Streamlines, Pre-Approval and Harp Loans

Set-up files to be sent to underwriting for approval

TCF Bank, Lombard, IL 04/2010-12/2011

Loan Processor/Underwriter

Sent Respas ensuring all laws have been met

Processed all documents and reviewed title

Reviewed Appraisals

Reviewed HUD loans

Scheduled all closing with title companies and attorneys

Reviewed completed HUD for closings

Worked closely with the loan officers and underwriters

Ensures that all loans have all documents needed to close the loan

Prepared Purchase loans for closing

Wells Fargo, Lombard, IL. 02/2009-02/2010

Document Management Specialist II-Temporary

Review loan documents to complete the process

Handle and deliver all documents in a timely manner

Ensure all documents are in the file to schedule to close

Data Entry, adding all the information to the file

Worked with the loan officers for documents needed for the loans to close

Contact this candidate