Customer Service Data Entry

Lois B. Smith

**** ******* ***** ***** ***** Louis, MO 63114 314-***-**** ********@*********.***

SUMMARY:

Over 10 years experience in customer service.

Over 10 years of experience in the mortgage and insurance industries performing

identification of mortgages,HELOCS, liens, modifications, short saspecial forbearances and researched

mortgage releases and property titles and recordings.

20+ years of proficiency with MS Office. Extensive data analysis and input into Excel worksheets.

Skilled in prioritizing and coordinating multiple tasks and projects simultaneously.

Excel within fast-paced, high-pressure environments; proficient in meeting strict deadlines.

Effective oral and written communication with clients and management.

Over 10 years experience in customer service

Computer Skills: MS Office, Excel, Word, Adobe Acrobat, Gators, Citrix, Resware and Inteernet us

Miscellaneous proprietary software systems

EXPERIENCE:

Unemployed. May 2024 to Present

St. Louis Mo

Unemployed due to medical intervention. Previous employer unable to accommodate partial

disability caused by said intervention.

Benesys Inc. April 2023 to May 2024

St. Louis Mo

Answer incoming calls on annuity/pension applications.

Review applications for completeness and request documents when needed,

Research files for information and status.

Issue appropriate payments to recipients.

Enter appropriate actions to be addressed.

Customer Service, Stewart Title Guaranty

St. Louis, MO December 2017-December 2022

Answer incoming calls or determine and transfer to appropriate department for solution

Reach out to departments requesting internal corrective actions.

Research files for information and status.

Enter appropriate actions to be addressed.

Customer Service/Data Entry, Stewart Title (Contract)

St. Louis, MO May 2017-December 2017

Data entry of closing orders submitted by Chase. Verification of accuracy of all information.

Schedule closings and make arrangements with notary companies

Review, verify and upload all HELOC packages for accuracy and necessary documentation to be distributed to

notaries and clients as appropriate. Must be able to toggle between various programs and worksheets

Insurance Processor, Fireman’s Fund (Contract)

O’Fallon, MO April 2016-June 2016

Review and verify information in current insurance policies and transfer to new system as needed

either by copy and paste or manual entry in spreadsheets and proprietary Software.

Must be able to toggle between various programs and worksheets.

Mortgage File Clerk, Citi (Contract)

USA, St. Louis, MO March 2015- April 2016

Identify receipts and reviews mortgage documents.

Performs extensive data analysis and use of excel to input data and develop spreadsheets

Research for loan numbers for unidentified documents

Sort documents for shipping to investors and custodians

Label and preps documents into proper format so that documents may be imaged.

Loss Mitigation Processor, USDA (Contract)

Inc. St. Louis, MO Sept 2013 – Feb 2015

Responsible for the review and subsequent decision on applications for Loan Modifications,

Short Sales and Forbearances on homes that were going to be foreclosed.

Decisioned appropriate action and prepare appropriate paperwork to go to lender.

Prepared incoming applications for imaging by separating into appropriate categories,

account numbers when necessary.

Performed extensive data analysis and use of Excel to input data and develop spreadsheets.

Operations Processor, Retirement Services, Cash Transfers (Contract)

Wells Fargo Advisors, St. Louis, MO August 2010 – April 2012

Daily use of proprietary software programs in preparation and approval of distributions from

and contributions to IRAs, using various forms of delivery to client.

Researched backup information and entered appropriate actions or reversals

Verified appropriate paperwork in imaging to backup requests.

Communicated via email and phone with Financial Advisors and Client Solutions team to verify

inaccurate information on forms.

Researched incoming faxes, identified account numbers or social security numbers and then

forward to appropriate team members or departments to be worked.

Education University of Missouri, St. Louis

B.S. Education

Contact this candidate