Accounts Payable Account Specialist
Resume:
Pamela Jones
Concord, CA • *********@*****.*** • 925-***-**** •
Laney College, Oakland, CA
Business Administration, 1994
Professional Experience
Compliance and Licensing Assistant
Land Home Financial Services, Concord, CA
Proactively Identify and communicate regulatory
compliance, deficiencies or potential problems with loan officers and underwriters
Queue management of active, canceled, and denied loans
Ensure loan files are in regulation with TRID requirements
Manage notice of incomplete applications and
communicate status updates to borrowers
Collaborate with Accounts Payable to process legal invoices
Quarterly Audits of loans for regulators
Organize the clean up 2,500+ archived loans, resulting in a savings of over $10,000
Administer employee compliance training
Ad hoc special projects for the legal department Loan Utility Processor
Westamerica Bank, Fairfield, CA
Provide administrative assistance for mortgage services and loan documentation management
Mortgage tasks include responding to service requests, certifying general ledger accounts, and processing payments and payoffs
Build relationships by engaging in cross departmental collaboration with branches and underwriting departments
Mortgage Investor reporting for Fannie Mae and Freddie Mac loans
Process and complete demands of deed of reconveyance
Collaborate with commercial hubs and branches on loan documentation completion
Jul 2020 – Apr 2022
Aug 2019 – Jul 2020
Resume - Pamela Jones
documentation completion
Manage UCC reporting
Loan Processor
Bank of the West, San Ramon, CA
Process new loan applications/requests (term, line of credit, letter of credit, consumer and commercial credit cards, and reserve line) and verify for completeness and accuracy resulting in a more efficient and streamlined loan application process
Ensure that approval falls within the established lending guidelines and determine if loan requests are ready for review
Communicate with RBG line officers for follow up on closing conditions or other items necessary for underwriters to approve credit requests including, but not limited to: additional financial data, customer demographic data, and organizational documentation
Create loan submission packages for the Underwriting department
Initiate renewal process on commercial loans
Create and mail all required written customer notifications
Ensure that customers receive prompt, courteous, and accurate responses whether systematically or via e-mail, fax, or telephone
Resolve all issues in a timely manner or escalate to supervisory staff, if needed
DMS Imaging Specialist
Bank of the West, San Ramon, CA
Scan original loan documents and upload to Application Xtender (document repository)
Assures integrity of records by performing quality checks on scanned documents for proper entry and scanning
Performs any necessary corrections to documents prior batch committal
Assist with file/document audits and/or regulatory requests
Provide training to employees on proper scanning procedures for inputting the data to promote data integrity within the Document Imaging Application and for adherence to Document Imaging policies and procedures
Feb 2015 – Dec
2018
Aug 2004 – Feb
2015
Customer Service Representative
SysteMED, Oakland, CA
Prepare and submit claims to various insurance
companies either electronically or by paper
May 1993 – Oct
2003
companies either electronically or by paper
Prepare, review, and send patient statements
Identify and resolve patient billing complaints
Verify billing information accuracy and revise errors
Maintain strictest confidentiality and adheres to all HIPAA guidelines/regulations
General knowledge of HMO, PPO, EPO health plans
Knowledge of medical terminology, ICD-9/10, CPT codes and how to read and interpret EOB’s
Skills and Interests
Technical: Finance center, Capital Stream V.10 (CS10), IM Finance Solution, IBM File Net Content Manager, Appian EPR, Google Suite, Microsoft Office (Word, Excel, Powerpoint), SysteMED Billing Solutions
Interests: Family, Award shows, and Lifetime films
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