Data Entry Service Agent

Lee Malone

Garland, TX

SKILLS

• Encompass Mortgage Tracking Software

• Remote Worker

• Mortgage Operations Assistant.

• Loan Specialist Coordinator

• Technological Savvy with Web-based Commercially Database

• Byte Pro Mortgage Tracking System

• Customer Service/Support

• Clerical tasks

• Documentation review

• Data Entry

• Typing

• Excellent Communication skills

• Professional Telephone Etiquette

• Office Support

• Account management

• Documents Clerk

• Datacap Imaging Software

PROFESSIONAL EXPERIENCE

Globe Life Insurance Jan 2023 – Current

Document Imaging Clerk

• Scanning of Life Claims, Medicare NB Military, Part D and other various document in Onbase Client, Teleform, and Datacap scanning application.

• Responsible for cleaning and maintaining of scanning machinery.

Texas Instruments Oct 2022 – Nov 2022 Volt Services (Temp Assignment)

Manufacturing Specialist

• Access (IMS) Information Management System software that controls the (SMS) Semiconductor Manufacturing System reports to start and complete the infusion process onto 150mm wafer disks.

• Crossed trained on IMS for service preparation for 200mm wafer disks.

Triumph Pay Aug 2022 – Oct 2022 Robert Half (Temp Assignment)

WFH Remote Customer Service Agent

• Serves customers by providing product and service information and resolving product and service problems.

• Attracts potential customers by answering product and service questions and suggesting information about other products and services.

• Opens customer accounts by recording account information and maintains customer records by updating account information.

• Resolves product or service problems by clarifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution.

• Maintains financial accounts by processing customer adjustments.

• Recommends potential products or services to management by collecting customer information and analyzing customer needs.

• Prepares product or service reports by collecting and analyzing customer information.

• Contributes to team effort by accomplishing related results as needed.

Guaranteed Rate 01/2021 – 02/2022

WFH Remote Operations Assistant

• Assist Mortgage Consultants, Loan Coordinator with a variety of tasks related to increasing their production efficiency of loan file for home purchase and refinance products.

• Provide backup help for other operations teams with specials project for sending requests, obtaining documents, and following up on items needed for timed tasks.

• Cross train for Loan Coordinator support for Loan Officer Originators

• Access Encompass Mortgage Tracking Software for verification of employment status and verbally verify employment with H/R Dept. Re-pull verification thru third party work number website and branch support request team upload to borrower loan file.

KOFILE Preservation 09/2020 – 10/2020 Robert Half (Temp Assignment)

Document Preservation Restoration Clerk

• Working in the preservation department with historical documents marriage license, civil criminal records,

deeds/trusts, handling with extreme care.

• Completing a series of tasks to make sure the documents or ID properly, cleaned, trimmed, mended,

heat pressed, encapsulation stuffing, Bookkeeping deacidification and rebinding.

• Basic archiving of documents from government entities and inspected for quality control.

Gateway Mortgage 01/2020 – 06/2020 RemX (Temp Assignment)

Mortgage Document Indexer / WFH Remote Verbal Verification of Employment Specialist

• Verify FHA, Conv, VA, assigned loan files from pipeline folder for indexing closing and credit loan documents for classification type and label description, with an average of 700 to 1000 documents per loan file complete data entry for vendor parties, correct 1003 application information from final and loan estimate fees from final CD disclosure.

• Review property appraisal for accuracy, verify USPS address VOE, VOD, loan disclosures acknowledgments, credit report scores and flood zone and hazards insurance coverage, complete U/W summary findings information for eligibility and closing instruction.

• Effectively communicate with client liaison for missing documents from clients to complete the setup process and cross train with purchase audits thru team meetings and loan file review updates.

• Perform VVOE re-verification of employment remotely from pipeline excel spread sheet list.

• Accessing Byte Pro System to verify income job status and verbally verify employment with H/R Dept. Re-pull verification thru third party work number website and branch support request team upload to borrower loan file with an average of 60 to 80 loan a spreadsheet.

AT&T 10/2019 – 01/2020 Robert Half (Temp Assignment)

Mail room/Office Clerk

• Customer service for AT&T employees and vendors with handling of small and large packages, from USPS postal mail, FedEx, Staples, and UPS with an average of 250 to 400 packages for delivery thru out AT&T campus.

• Operate sniff detection and x ray systems for hazard material and non-safety devices for the Access Protection Team.

• Delivery driver for package and mail delivery from central receiving off site location to the AT&T mail room for distribution.

Halliburton Energy Services 03/2019 – 10/2019 WEISER SECURITY COMPANY (Temp Assignment)

Security Officer

• Patrol the parking areas, employees building facilities for hazards and safety regulation.

• Oversee incoming and outgoing gate access for shipping and receiving supplies from vendors with an average of sixty trucks per shift for proper documentation.

• Communicate with lead patrol officer and property management per private radio channel, emails updates for procedures changes or alerts and help with training of new employees when needed.

• Resolve any hazards or immediate threats to the facility or employees with certified training procedures.

FRANKLIN AMERICAN MORTGAGE 04/2015 – 07/2018

WFH Hybrid Wholesale Loan Setup Coordinator

• Review assigned loan files cue for document classification, compliance lending regulation and proper closing disclosures, verify correct application information and loan estimate fees.

• Monitored suspended loan files for missing or incorrect documents and communicate with AE’s LO’s and Processors, to meet service level agreement with 100% phone coverage an average of 25 to 35 loans per spreadsheet, once requested items received continue to properly index documents to complete loan file setup.

• Effectively coordinated and helped in the implementation of compliance policies and procedures thru continue regulatory certification completion training, also perform duties remotely when needed.

Capital One Bank 02/2013 – 04/2015 K-force (Temp Assignment)

Mortgage Loan Setup Coordinator

• Managed and scan all incoming trailing loan documents for upload to appropriate file.

• Classified and label loan documents per protocol to correctly name for indexing to Global Document Repository, with an average of 10,000 documents and 100,000 as a team per month.

• Updated approved checklist when loan documents are received to complete the file setup for closing.

• Monitored incomplete loan files for missing documents and communicated status with immediate manager as needed to meet service level agreement.

• Complete loan status updates and notes throughout the process to ensure system consistently to accurately reflect up to date information.

BANK OF AMERICA 03/2009 – 10/2012

Settlement Service Specialist II

• Provided production support and line of business service to lenders, in resolving correction and supplemental addendum revision request for completed appraisal products with an average of fifty file per spreadsheet

• Supported appraiser in resolving valid discrepancies from lenders with proven tools from US PAPS, Fannie and Freddie MAC Guidelines.

• Maintained 100% phone coverage for all customers internal and external with continue learning tools update and testing.

EDUCATION

Hillcrest High School – Dallas, TX 1980

High School Diploma

Certifications

Certificate of Completion and Achievement Financial Regulatory University

Certificate of Completion, Adult / CPR / AED Training

Completion of Level 2 Private Security Registration License

Certificate of Completion HIPAA Awareness for Business Associates

Attained Certificate in Microsoft Excel 2019 Beginners course.

Contact this candidate