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Customer Service Operations Specialist

Location:
Jacksonville, FL
Posted:
June 21, 2023

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Resume:

PROFESSIONAL EXPERIENCE

HSS Specialist II Bank of America

Oct. 2019 - Present Jacksonville, FL

• Collaborate with Underwriting department on closing procedures on loans

• Validate all incoming supportive documents that are submitted to Underwriting department including credits, titles, appraisals, incomes, assets, and insurance information

• Review and analyze credit reports, titles, and limited appraisals to ensure accuracy and report red flags to upper level personnel

• Calculate all DTI, income, asset, and LTV/ CLTV information

• Validate AUS decisions that include AUS reviews to identify errors and additional conditions required

• Identify programs to ensure that they correspond and adhere to guidelines and standards

• Review daily for misrepresentations, omissions, inaccuracies and red flags

• Request authority to approve AUS conditions and review referrals for loans and conditions to get recommendations prior to referring loans to underwriters

Operations Specialist SR II JP Morgan Chase

Oct. 2011 – Sep. 2019 Jacksonville, FL

• Collaborated with personnel in Compliance department to review all loan documents to make sure they were within compliance

• Administered exams to verify information in loan applications and closing documents

• Managed multiple conditions that were sent from underwriting department and organized them into executing loan documents

• Consistently provided a friendly and professional experience to all customers to ensure a positive interaction

• Maintained complete confidentiality of all submitted documentation to comply with release guidelines

• Implemented a strong sense of banking including the ability to thoroughly explain underwriting conditions through utilizing active listening and communication skills

Manager/Customer Service Check N Go

Jan. 2007 – Oct. 2011 Jacksonville, FL

EDUCATION

Associate of Business Science

Denmark Technical College

Denmark, SC

SKILLS

• Customer Service

• Cash Expenditure

Management

• Banking and Finance

• Written and Verbal

Communication

• Extensive Mathematics and

Accounting Knowledge

• Training and Coaching of

Qualified Financial Staff

• Cash Applications and

Accounting-related Software

• Record Keeping

• Strong Attention to Detail

and Organization

• Maintenance of Financial

Ledgers and Spreadsheets

• Collaborative Team Player

and Independent Leader

• Go-Getter Attitude

PROFILE

Highly skilled and diverse banking and finance professional with a proven background encompassing high-level customer-facing interactions about banking products and services through utilizing superior communication. Motivated and driven self-starter with an established rapport with personnel from applying a deep understanding of a mathematics aptitude. Looking to obtain challenging and rewarding position with a reputable organization. LaTanya Jackson

678-***-**** adxt7s@r.postjobfree.com Jacksonville, FL



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