Customer Service Data Entry

Veronica Menter

*********@***.*** 904-***-**** Jacksonville, FL

SUMMARY

Seasoned professional with 19 years of experience in mortgage banking, legal review, administration, and customer service. Expertise in loan documentation, compliance, post-closing processes, and title clerk responsibilities. Seeking a Data Entry, Human Services, Administration, Legal review, Mortgage Banking, Post closer, Title Clerk role to leverage extensive background in financial transactions and client support. WORK EXPERIENCE

Wonderland Learning Center Jacksonville, FL

3- & 4-Year-Old Pre School Teacher Aug 2020 - Present

• Implement educational games that enhance students' recognition of colors and basic math concepts.

• Instruct on foundational comparative concepts such as same versus different and size relationships.

• Foster early literacy skills by teaching students to recall and discuss elements of a story. Bank of America Jacksonville, FL

Customer Service Representative Jun 2022 - Aug 2022

• Addressed complex financial transactions and client inquiries for a variety of products including 401(k), stock options, and health benefits.

• Delivered consistent client support through both phone and email channels, ensuring accurate and prompt resolution of queries.

• Managed a high-volume workload, effectively handling 50-60 client calls each day. Examination Management Service Insurance (EMSI) Jacksonville, FL Authorization Specialist Apr 2019 - Jul 2020

• Assessed and coordinated practice activities to ensure preparation of patient charts and secured necessary insurance authorizations before appointments.

• Identified and procured relevant clinical records, submitting authorization requests in alignment with insurance plan requirements.

• Maintained high standards of accuracy and compliance in the management of insurance claims. A Cut Above Salon Jacksonville, FL

Receptionist Jul 2012 - Mar 2019

• Managed client communications effectively, coordinating appointment scheduling and cancellations.

• Maintained inventory by restocking shelves with various hair care products.

• Handled financial transactions, ensuring accurate payment processing for products sold. Wells Fargo Jacksonville, FL

Mortgage Associate Mar 2012 - Jun 2012

• Analyzed loan documentation and files to ensure adherence to compliance standards, including company policies, insurer protocols, investor mandates, and government regulations.

• Managed loan disbursement processes, including the preparation of spreadsheets for disbursements, closing costs, and wire transfer activities, ensuring accurate payment distribution. Bank of America Jacksonville, FL

Short Sale Negotiator (Contract) Sep 2011 - Nov 2011

• Calculated input values and conducted negotiations for offer adjustments; ensured accuracy in the modification of financial proposals.

• Reviewed post-closing processes, monitored delinquency, and managed credit bureau reporting to maintain compliance and accuracy.

Government Review and Resolution (Contract) Sep 2010 - Jan 2011

• Evaluated and rectified inconsistencies in electronic loan files utilizing system tools, ensuring accuracy and compliance in loan processing.

• Compiled and detailed loan disbursement spreadsheets, including the itemization of disbursements, closing costs, and participation funding for streamlined financial transactions. JP Morgan Chase Jacksonville, FL

JR Funder (Contract) Jan 2009 - Jan 2010

• Reviewed and verified loan documentation to confirm all required conditions were fulfilled.

• Processed loan information entry with precision, ensuring accurate and efficient funding operations. Bank of America Jacksonville, FL

Loan Clerk (Contract) Jan 2008 - Dec 2008

• Conducted thorough audits of mortgage documentation and final title policies, ensuring accuracy and compliance with relevant regulations.

• Facilitated communication with attorney's offices to address and rectify discrepancies identified during the audit process.

Washington Mutual Jacksonville, FL

Post Closer/Supervisor Feb 2003 - Dec 2006

• Prepared detailed loan disbursement spreadsheets, itemizing disbursements, closing costs, and participation funding, ensuring accurate financial tracking and processing.

• Managed wire transfer activities and payment disbursements, maintaining high levels of accuracy and compliance in financial transactions.

EDUCATION

University of Phoenix

Completed, N/A

Oct 2017

SKILLS

10+ Years as a Mortgage Professional • Prepared Loan Disbursement Spreadsheet • Reviewed All Post-Closing, Delinquency Monitoring, and Credit Bureau Reporting • Maintained and Processed All Documents Required Throughout the Loan Process • Conducted Interviews and Counseled Employees • Performed Monthly Self-Audits and Reports for Management Review • Knowledge of Microsoft Office, Word, Excel • Record Organization and Management

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