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Customer Service Data Entry

Ontario, CA
April 04, 2022

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***** ****** ** *** #***

Rancho Cucamonga

Ca, **730

Phone: 909-***-****

Jameelah Johnson Khan


Detailed orientated and highly motivated finance professional with experience in mortgage and loans with high profile corporations. Experienced in: Auditing and analyzing financial data, with different mortgage investors (GSE, NON GSE and conventional products. Excellent communication skills with borrowers, customers and teammates, I am able to build trust, expand, and help others to build their knowledge and educate my peers with my knowledge of expertise. I am a true team player.


2020-Current loanDepot Mortgage LLC Foothill Ranch, Ca

Processor II

Gathered borrower information for final review/approval such as Taxes, income (Profit & Loss, Paystubs, Award letters) Bank statements, 401K statements, previous mortgage statements, payoffs.

Reviewed title to ensure no liens on title, if there were liens sent information to title to get accurate payoff

Sent the borrower closing disclosure, revised closing disclosure if taxes or any other items were paid, or amount has changed due to payoff received etc.

Called borrower and emailed borrowers on items needed or missing for final approval

Ordered credit supplements via Credit Co

Completed trust certification for trust accounts via title

Reached out to funding and closing dept to ensure documents went out on time to title company for signing

Ordered Watchlist (SAM) to prove identity on some files to ensure do not have multiple names being used

Scheduled signing with borrower date and time for signing

Systems used were: Empower, Credit co, SAMS, M4 docs/M4 notes, Interaction Desktop, M4 Pipeline

Handled on pipeline of 56 loans (must be closed within 45days)

Goal to meet each month of 30-40 loans closed per month

Purchase processing

Closing disclosure balancing

Warranty deed adding to titles

2013-2020 Carrington Mortgage Services Santa Ana, CA

Home Retention Processing

Rebuild Modifications from previous servicers

Assist Supervisor with projects that had specific deadlines

Familiar with GSE, NON GSE and Conventional products

Loan documents: Notes/Deeds/103Applications/Titles

Reviewing applicants credit reports, tax returns, bank statements, paystubs, and RMA’s

Pre scrub packages for underwriting

Perform income calculations to determine DTI(debt to income ratio)

2013-2014 Carrington Mortgage Services Santa Ana, CA

Special Servicing (SSD)

Blended Calls (Inbound/Outbound Calls)

FDCPA/Know all State disclosures for Outbound and Bankruptcy

Short Sales (Negotiated and Countered Offers)

Deed in Lieu (Clear Title negotiating liens on Property)

Submitted deal to investors for approval (Short Sale, DIL)

Approval for final HUD on Short Sales Closings

Explained denials of Short Sale, Modification and DIL to Agents/Attorneys

Sent request for (Incentive) Relocation Assistance for borrowers that qualified

Reinstated Delinquent Accounts (Repayment Plans)

2012-2013 AAA Los Angeles, CA

Data operational Entry II

Add and remove policies(from auto & home)

Negotiated down payments on new auto insurance policies

Made correction on policies: Removed a driver, added a drivers

Updated deductible, rather client wanted to increase or decrease

Customer Service(answered calls, transfer call to correct dept.)

Add and updated membership with AAA

2010-2012 Bank of America Brea, CA

True Ownership accounts Collections

Interview customers for options for loan modification

Was on dialer doing inbound outbound calls

Collection on delinquent HELOC Mortgage Accounts

Ran Financials for options to keep home(loss mitigation)

Side by Side for new hires teaches them the system before going on the floor to work alone

Called customers to collect, set up payment arrangements on mortgage accounts


2009-2010 Wells Fargo San Bernardino, CA


Customer Service

Data Entry

Collected on passed due mortgage accounts, set up arrangements

Resolved customer issues with mortgage to keep their home

On dialer with inbound and outbound calls

Interview customers for possible workout options for loan modification

Side by Sides with new hired to teach them the system that they will be working on to complete their task

Floor walker-walked around and helped associates who needed help while on a call with a customer

Helped associates deescalate calls, when customer had an issue


Call Center

2007-2009 Washington Mutual Bank

Float Teller

Customer Service

Referral to various banking products(sales)

Cash handling, deposits, withdrawals, transfers

Account resolutions

Computer balancing

Handle incoming calls

Date Entry


2005-2006 Kaiser Permanente Baldwin Park, CA

Temporary Receptionist II

Handled incoming calls through call center

Registered patients for appointments

Scheduled appointments

Sent doctor messages from patients

Filed charts and mailed procedure instructions


Checking in patients and giving receipts for doctor appointments

2004-2005 Wal-Mart Etiwanda, CA

Photo Technician

Photo Developing

Money Handling/Cashiering/Stock

Resolve customer complaints/ Customer Service

Sales of camera/photo products


2010-2013 University of Phoenix Phoenix, AZ

AA degree in Criminal Justice

Current working on BA in Administration of Justice

1997-2001 John Glenn High School Norwalk, CA


Demonstrated leadership abilities. Over 7 years of problem resolution with the public and co-workers. Excellent verbal and written communication skills. Team player, problem solver, work well under pressure, enjoy being in fast past environment, adapt to change quickly, excellent organization skills. Typing of 55wpm. Computer literate, Word, Excel.

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