Customer Service Data Entry
Resume:
Gerlicia Smith
904-***-**** *************@*****.***
SUMMARY STATEMENT:
Business professional with 20 years of experience in multiple industries, with expertise in accounting principles, Microsoft Excel, portfolio review, payment reconciliation and multi-faceted reporting. Proven record of success and development through continuous learning, adaptation to new environments and excellent multi-level communication.
Areas of Expertise:
PeopleSoft
Default/Foreclosure Operations
Payment Processing
Microsoft Excel
General Ledger Reconciliation
Investigative Techniques
Black Knight /LPS System
Multi-level Communication
Mortgage Documentation
QuickBooks / Paychex Systems
Audit/Reporting
ACH/iLOS/Workflow
Project Management
Portfolio Review
Customer Service
Experience
Fanatics inc. - Jacksonville, FL May 2023 to February 2024
Accounts Payable Specialist
Temporary Assignment.
• Monitored and maintained accounts receivable for accuracy and completeness.
• Generated and managed invoices, credit memos, and other financial documents.
• Collaborated with other departments to ensure payments were received in a timely manner
US Bank – Jacksonville, FL May 2020 – February 2023
CONSUMER LOAN SPECIALIST 2
• Responsible for inputting and analyzing data to accurately fund loans.
• Fulfilling and consistently meeting productivity and quality goals
• Enter and analyze various data elements to ensure appropriate and accurate documentation
• Operations team support. Present to fulfill company policies, procedures, and customer needs.
• Perform loan boarding using designated applications. Entering Automated Clearing House (ACH) per customer requests.
• Responsible for processing, reconciliation and application of accounts receivable. Accurately posting received funds to account ledger.
• Research, identify, and correct account discrepancies.
• Review closing documents from title companies.
Hampton GOLF - Jacksonville, FL April 2016 – February 2020
Accounting Assistant for Sitex Land, LLC (February 2018 – February 2020)
• Process client accounts daily.
• Responsible for receipt, reconciliation and application of accounts payable and receivable.
• Reconcile and maintain vendor accounts and statements through PeopleSoft.
• Maintain high level of client, vendor and company confidentiality.
• Entry of weekly payroll into QuickBooks / Paychex Systems.
• Point of contact for internal and external clients.
Transfer Coordinator for Evergreen Lifestyle Management (April 2016 – February 2018)
• Responsible for processing, reconciliation and application of accounts receivable. ACH. Funds transfer.
• Processed estoppels, title transfers, and disbursements from inception to completion.
• Ensured integrity of all community resident databases.
• Operations team support.
• Researched, identified, and corrected account discrepancies.
• Reviewed closing documents from title companies. Assisted the Director with resales and builder sales.
• Researched and responded to inquiries from title companies, residents, and real estate agents.
• Prepared accounts to be sent to attorney for collection purposes.
Service Link - Jacksonville, FL january 2015 – December 2015
invoice auditor
• Compliance review of invoices submitted by our clients’ vendors in accordance with all policies and procedures.
• Researched vendor inquiries.
• Exceeded minimum daily production quota while maintaining high level of quality.
Optum RX / united health group - jacksonville, FL August 2014 – March 2015
Customer Care Associate
• Answered incoming calls; assisted customers/pharmacies/physicians with orders and reorders, benefit eligibility questions and prescription status inquiries.
• Assisted pharmacies and members on all issues related to processing of pharmacy claims.
• Educated customers on benefits, use of plan, formulary, premiums and status of orders, claims or inquiries.
Everbank - jacksonville, FL March 2012 – July 2014
Analyst - Home Equity Line of Credit (April 2014 – July 2014)
• Audited HELOC files for accuracy.
• Processed requests for changes based on established metrics.
• Created reports and spreadsheets for management.
Default Figures Analyst (December 2012 – April 2014)
• Prepared figure requests for payoff, reinstatement, affidavits of debt, PHFA and redemption quotes.
• Maintained a working knowledge of work rules and/or changes of these rules governing recoverable and unrecoverable expenses such as, but not limited to, late charges, property inspections fees, corporate advances, escrow advances in accordance with state, local practices, and client procedures.
Foreclosure Analyst (March 2012 –December 2012)
• Accurately reviewed complex foreclosure files to determine if all mortgage and foreclosure documents were imaged within the vendor system for auditing purposes.
• Identified missing filed, recorded or stamped documents and communicated the missing items to the respective attorney and/or internal contacts.
• Assisted manager in the daily management and training of six coordinators, and quality checked production.
Education
Oakdale High School
Louisiana State University
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