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Data Entry Mortgage Loan

Location:
Dallas, TX
Posted:
December 05, 2022

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Resume:

Andrew Kellogg

adtvg8@r.postjobfree.com

469-***-****

Work Experience

September 2021-Current

Mercedes-Benz Financial: Fort Worth, TX

Records Management/Mailroom.

Process, record, and deliver file requests and retrievals from every department in the facility.

Prepare boxes of files for return to storage.

Preparation includes verifying the amount of files that are suppose to be in a carton as well as the making sure the correct account numbers are attached to the right names. If there are any discrepancies, I am responsible for collaborating with the appropriate team to find a solution.

Revise or create procedures for new and/or unique responsibilities.

Research, process, scan, index, and mail terminated and paid off contracts to customers.

Prepared batches of documents for scanning and indexing.

Scan and index batches of documents.

Perform quality checks on scanned documents.

Research invalid account numbers.

Occasionally sort and deliver mail.

Created a training guide for the Contract Not Found process.

Train new employees.

Light troubleshooting of various office equipment including scanner.

May 2016-May 2021

Fidelity Investments: Grapevine, TX and Albuquerque, NM

Transaction Processing Representative III Learning Specialist Trainer.

Accurately recorded alphanumeric data from over 1,000 digital images per day.

Identified, classified, reviewed a massive variety of financial documents.

Answered questions from management and staff as well as collaborating with numerous departments on procedures related to specific documents.

Researched the accuracy of information regarding a large variety of new account and account maintenance forms.

Utilized a wide range of applications for information research, as well as the accurate and timely dissemination of information.

Trained new employees on how to perform their duties accurately, quickly, and with respect to the next department downstream.

Trained other Learning Specialists.

Trained and nurtured entirely novice staff including management when the department moved to Albuquerque, NM.

Developed and maintained a training and procedures manual.

Troubleshoot minor hardware, software, and connection related complications.

Lead meetings.

Was a member of the employee engagement committee.

Worked remotely 100% of the time during the pandemic.

December 2012-May 2016

Fidelity Investments: Grapevine, TX

Transaction Processing Representative I

Accurately recorded alphanumeric information from a digital image.

February 2012-October 2012

Doc2 E-file: Houston, TX

Data Entry Tech

Prepared, scanned, indexed, and verified service documents for various organizations.

Created daily reports on spreadsheet.

Occasionally traveled out of state to pick up and/or return service documents.

March 2008-March 2011

Bank of America: Fort Worth, TX

Records Management 1

Managed a small group of individuals in the preparation, scanning, and reassembly of the collateral portion of a mortgage loan file.

Prepared loan documents for scanning.

Scanned loan documents.

Maintained workflow.

Light trouble shooting for scanning equipment and software.

Researched missing documents.

Trained new employees.

Created work schedules.

Education

1997-2001: Duncanville High School

Duncanville, Tx.

2020-Present: Eastern Gateway Community College.



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