Data Entry Quality Assurance
Resume:
Paula Jackson
Bloomfield, CT **002
EDUCATION 12-2010
Branford Hall Career Institute, Windsor CT
EXPERIENCE
Neighborhood Housing Service, Waterbury, CT Nov 2021 – Jun 2023
Case Auditor/Customer Service (Contract Position Remote)
•Assisted the Department of Housing in serving individuals applying for the UniteCT Program Determining applicants’ eligibility for UniteCT financial assistance based on program guidelines.
•Reviewing documentation submitted by UniteCT applicants and ensuring that all required documentation has been uploaded and submitted.
•Generating requests for further information letters to applicants missing necessary information or documentation.
•Determining whether an application should be approved or denied and transmitting such determination for supervisor review.
•Maintaining a daily log of activity
RCN Capital, South Windsor, CT Mar 2021 – Aug 2021
Closing Assistant (Contract Assignment)
• In June, July and August assisted the Appraisal department and completed the following:
•Citrix, BLN, Appraisal Nation and Clear Capital
•Review each email from the Appraisal Review List
•Create a folder with borrowers and property street address for each 30-year email.
•Enter loan number, borrower last name, and complete property address on appraisal spreadsheet.
•Copy of the email and the appraisal in appraisal reviewer’s folder.
• In March and April assisted the Closing department
•Citrix, BLN, Closing Folder, Spreadsheet listing Wiring instructions Received and Wire Instructions Pending.
•Wire Instructions Spreadsheet: retrieve loan number from either list.
•Citrix: search for the loan number from the closing folder, search for wire instructions:
•If wire instructions are received in the closing folder: from BLN, under contact, retrieve the telephone number to the title company or the attorney office. Call the to confirm the wiring instructions for accuracy. Confirm bank name, account number (may have to confirm the last four digits of the account number, if not provided on the actual wiring instructions) and confirm the aba/routing number
•Document the information in BLN log with the wire instructions verified and the name of the person who confirmed the wiring instructions.
•Document on the spreadsheet: wire received, and wire confirmed.
• Citrix: search for the loan number in the closing folder for the contact person phone number and/email to request a copy of the wiring instructions.
•Email or call the title company or the attorney office for a copy of the wiring instructions, if needed.
•May have to provide the property address and borrower’s name to receive the correct wiring instructions.
•Once a copy is received call the appropriated office back to confirm accuracy (as noted above)
• Upload a copy of the wiring instructions in Citrix closing folder.
• Constantly update the spreadsheet
RCN Capital, South Windsor, CT Oct 2020 – Jan 2021 Quality Control Reviewer (Contract Assignment)
•Citrix, BLN, Appraisal Nation and Clear Capital
•Review each email from Appraisal Nation, Clear Capital, and Loan Officer
•Create a folder with borrowers and property address for each 30-year and 12-month appraisal from the email.
•In Citrix, upload into each folder: (1) appraisal, (2) flood certs, (3) purchase contracts (if applicable), (4) rehab budgets (if applicable) (5) appraisal review forms
•Review appraisal and enter required information onto the appraisal forms, such as, Loan #, borrower’s name, property address, legal info, neighborhood info, improvements, rehab and sales price, date of valuation, date of report, “as is” value, ARV any missing information, with loan office and processor name.
•Upload each document into BLN website for Lead Appraiser Reviewer
•For 30-year folders enter loan number, property address on the excel spreadsheet in Citrix to have access.
•For 12-month folders place into “completed” folder in house lead appraiser to have access
FoodShare, Bloomfield CT Sep 2020 – Oct 2020
Data Entry Part-time (3 days a week) (Contract Assignment)
•Razors Edge
•Microsoft software and Excel
•Scan donor’s information for future thank you letters or post cards.
•Enter donor’s information into Media that include copies of scanned donation letters. Print thank you letters that are automatically signed and to be signed my CCO of Food Share Set up and print Labels for each thank you letters and post cards and mail them to donors.
•Return mail: update addresses in Razors Edge or enter “undeliverable information.”
Anxiter, South Windsor, CT Nov 2019 – Mar 2020
Data Entry (Contract Assignment) Microsoft software and Excel
•Matched Invoices with purchase orders (aka receivers)
•Entered Invoices and freight statements daily by batch.
•If required – completed variances or confirm adjustments for accurate total per invoice.
•Removed all remittances from all freight statements (if required)
•Ran each batch calculation – confirm batch totals, save each batch, filed in batch number order.
•Filed all remittances from freight statements in alphabetical order.
•Stamped signatures on checks and mailed to customer for all required remittance.
Simsbury Bank, East Hartford, CT Jun 2019 – Oct 2019 Loan Origination Support/Processing/Data Entry (Contract Assignment)
•Microsoft software and Excel
•Communicated with clients, employees, and other individuals to answer questions.
•Answered telephone, direct calls and took messages.
•Compiled, copied, sorted, and filed records, business transactions, and other activities.
•Operated office machines, such as photocopiers, scanners, fax machines, calculators, and personal computers Filed records and other documents in alphabetical and numeric order.
•Data entry and mail distribution
•Prepare payoff letters and submit them to the attorney office and/or title companies who request them.
•Update Homeowner insurance policies expiration date, cancelation dates, and renewal information Maintained and processed reports daily and email results to all associates Basic mathematics: calculate income, assets, for loan qualification.
United Bank, South Windsor, CT May 2017 – Dec 2018
Pre-Closing Quality Assurance Specialist
•Reviewed loans prior to closing
•Internal audit confirming quality assurance (QA) have been met.
•Provide feedback on pre-closing errors prior to closing. Such as, loan amount changes, pricing descriptions, all of which could have costly errors for the bank.
Residential Mortgage Jr. Underwriter Nov 2015 – May 2017
•Processed conventional, CHFA with CHFA DAP, and FHA mortgage loan application, purchases, and refinances.
•Served both internal and external customers with excellence.
•Made the necessary effort to help close a loan in a timely manner.
Bank of America, Farmington CT Jan 2011 – Nov 2015 Home Services Specialist II
•Processed Home Equity Line of Credit applications
•At times, may restructure the initial credit request with counteroffers to ensure that Bank of America guidelines are met.
•Responsible for contacting all applicants and Mortgage Loan Officers via telephone and/or emails to maintain a timely turnaround time to closing.
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Processed first mortgages from 01/2011 to 01/2014 for Bank of America Processed Home Equity Line of Credit applications.
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