Service Representative Specialist
Resume:
ACCOUNTING & FINANCIAL SPECIALIST
Accomplished and success-oriented professional, well prepared to excel in the accounting & finance industry with excellent problem solving, strong critical & analytical thinking, and leadership skills. Ability to prepare monthly financial accounts and run day-to day-operations of the accounts function in a timely and efficient manner. Strong interpersonal skills with an aptitude to perform with financial accountant to ensure efficient production and maintenance of monthly management accounts. Skilled in planning, organizing, and executing financial tasks efficiently and dependably according to business requirements and objectives. Adept at maintaining positive and productive relationships with internal partners & clients and developing effective strategies for staff development and retention. A great team player with strong ability to oversee multiple tasks, perform within a fast paced environment under pressure, and meet tight deadlines. CORE COMPETENCIES
• Accounting & Finance Management
• Strategic Planning & Execution
• Budgeting & Forecasting
• Customer Service Management
• Reporting & Documentation
• Complex Problem Solving
• Team Building & Leadership
• Financial Planning & Analysis
• Risk Assessment & Mitigation
• Cross-Functional Collaboration
• Relationship Management
• Effective Communication
PROFESSIONAL EXPERIENCE
Logistics Finance Coordinator, Samsung, Plano, TX Aug 2022 – Dec 2022
Managed logistics invoices and reconciled accounting issues or discrepancies with third-party logistics (3PL) vendors.
Performed financial forecasting, devised annual and monthly business & rolling plans, and conducted variance analysis of actual versus forecast and reconciliation of internal accounts; worked on SAP and ERP.
Facilitated external and internal audit / risk management requirements as required, ensuring that an organization complies with relevant regulations and standards.
Executed month-end closing process by reviewing transactions, reconciling accounts, and adjusting journal entries efficiently.
Ensured the reflection of valuation accuracy in financial statement by overseeing inventory while implementing a variety of operational improvements.
Carried out GL account reconciliations and administered open, suspense, aged items by identifying the accounts proficiently.
Generated weekly & monthly reports and any reports assigned as needed and presented the data in an organized and meaningful way.
Contacted/escalated to other team members to resolve issues with vendor accounts that might affect business operations. QA Claim Specialist (Remote), Freedom Mortgage Corporation Apr 2022 – Jul 2022
Determined non-claimable items and completed research to validate by conducting research or gathering additional information.
Prepared claims or related documents and review for completeness while providing all necessary information.
Utilized relevant data and individual judgement to identify whether claims comply with laws, regulations, and standards.
Figured out and filed claims to recover escrow & corporate advances and maintained track record of all correspondence and documentation related to the claim.
Formulated and submitted claim packages as required to proper entity while gathering all necessary documents expertly. Tina Adhyapak
Dallas, TX, 75071
adv1m8@r.postjobfree.com
Tina Adhyapak Page 2
QA Claim Processor II, PennyMac, Plano, TX Jul 2016 – Apr 2022
Monitored and reported on financial & accounting aspects of assigned portfolio, including performance and profitability, timelines of disposition, overall characteristics, status, and general reporting to senior management.
Delivered useful and timely feedback to the Manager regarding market conditions, problem areas, legislation, and any conditions impacting established goals.
Interconnected and synchronized with other departments, such as Home Retention, Capital Markets, REO, Bankruptcy, Appraisal, Accounting, Legal, and Collections.
Headed title and vesting process proactively, including collateral issues; functioned with vendors & custodians as necessary.
Rendered useful assistance to local and outside to review & comment on court documents, support in resolution of litigation matters and attorney inquiries, and consult with counsel on escalated borrower issues received by default management.
Coordinated and attended deposition, mediation, and trial date appearances with counsel and senior department personnel.
Carried out all responsibilities and tasks in accordance with company policies & procedures and state & federal laws.
Leveraged in-depth knowledge and understanding of loan servicing, foreclosure, bankruptcy, REO, legal, and title. Mortgage Service Specialist II, Bank of America, Plano, TX Jan 2012 – Jan 2016
Superintended and ensured the completion of all files prior to underwriting hand-off while coordinating effectively with title companies to ensure smooth closings.
Processed some of the most challenging loan applications successfully, such as first-time borrowers, self-employed applicants, and borrowers with problematic credit histories.
Supervised the file FHA claim to HUD by ensuring the timely, judicious, and accurate processing of mortgages.
Reviewed and corroborated borrowers' income, credit reports, employment histories, property appraisals, and title insurance information to generate loan applications for underwriting submittal.
Liaised cross-functionally with internal departments, governmental agencies, external vendors, and attorneys to ensure the process accomplishment within insurer and state guidelines.
Received monthly recognitions for being an above average loan service specialist in quality service by effectively updating and assessing the legitimacy or illegitimacy of numerous Part B and Finalized foreclosure claims sent for audit. Banking Customer Service Representative, Bank of America, Addison, TX Jan 2011 – Jan 2012
Oversaw customer expectations by expounding needs, determining options, and recommending products and services.
Fostered and maintained robust client relationships to strengthen business links and engaged customers by going extra mile.
Responded to incoming calls and delivered highest level of professionalism and knowledgeable services to every customer.
Met or exceeded call speed, accuracy, and volume benchmarks on consistent basis; seized opportunities to upsell products and increase revenue.
Answered, screened, and processed multiple calls every day with call management system and web-based communications.
Resolved customer inquiries, questions, and concerns, offered quality services, and met performance benchmarks consistently.
Additional experience as Bank Teller at Bank of America, Plano, TX (Jan 2008 – Jan 2011) / Bank Teller Supervisor at Sovereign Bank Southington, CT (May 2000 – Apr 2008) EDUCATION
Bachelor of Arts, Liberal Arts and General Studies – MLS University, India TECHNICAL SKILLS
Proficient in Microsoft Outlook and Office Applications, such as Power Point, Word, Excel (v- lookups and pivot tables) Interact, Merlin, CLMS, Mosaix, AS400, FHA Connection, Black Knight, FOCUS, Neighborhood Watch, MSP and Cloud Claim
Auditing and filing claims for CWCOT, FHA, VA and USDA SAP/NERP
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