Operations, Compliance, and Customer Service Leader

Terri L. Davidson

Tulsa, OK ***** 918-***-**** **************@*****.***

Summary

Detail-oriented operations and customer service professional with extensive experience in financial record management, property documentation, and regulatory compliance. Skilled in reviewing account transaction history, processing reports, and collaborating with vendors, attorneys, and internal teams. Adept at resolving inquiries, managing correspondence, and supporting cross-functional teams in fast-paced environments. Demonstrates a strong desire to understand the bigger picture and continuously learn more.

Experience

Foreclosure Specialist / Operations Specialist

Compu-Link 07/2024 – Current

•Reviewed account transaction history, notes history, and vendor systems (including Hermit and Excel) to clarify property tax and attorney invoicing information.

•Contacted attorneys, internal teams, and external partners to obtain timely and reliable attorney invoicing updates and payment status information.

•Determined bill payment eligibility based on established criteria; submitted check requests, notified vendors, and approved advances via vendor reporting.

•Responded to internal and external requests and emails in a timely, professional manner, ensuring clear and accurate correspondence.

•Reviewed and processed reports as assigned, utilizing Excel and vendor systems to maintain accurate records.

•Noted all activity and updates onto corresponding accounts, supporting compliance and operational transparency.

•Delivered inbound and outbound customer support in the HECM lending industry, resolving inquiries and concerns efficiently.

•Trained across multiple departments, including Foreclosure, Attorney Invoicing, Operations, and Cash/Accounting, to broaden expertise and improve workflow efficiency.

•Collaborated with cross-functional teams to maintain compliance and support seamless operations.

Contracted Customer Service Representative

NexRep 03/2024 – 07/2024

•Addressed and resolved customer registrations, complaints, and inquiries, ensuring accuracy and efficiency.

•Responded to internal and external requests in a timely and professional manner.

•Processed HIPAA verifications and managed sensitive records in compliance with regulations.

•Prioritized multiple requests in a fast-paced environment, including scheduling support, care coordination, and pharmacy issues, improving customer satisfaction.

Customer Service Specialist

Amazon Flex, Roadie, Spark, DoorDash, GrubHub (Remote) 10/2022 – Current

•Managed high-volume transactions and deliveries, ensuring customer satisfaction and timely service.

•Resolved customer concerns and service issues with professionalism and empathy.

•Maintained strong communication and accurate records across multiple platforms.

•Co-Owner / Appraiser

Davidson Appraisal Service (Hybrid) 06/2005 – 11/2023

•Built and managed a client base of 200+ accounts, providing accurate appraisals and timely reports.

•Conducted market research, data analysis, and property inspections for precise valuations.

•Managed contracts, vendor portals, and recorded documents to support compliance and operations.

•Trained and mentored staff, improving workflow efficiency and appraisal quality.

•Operated in the capacity of HR, Escalations, Trainer, Mentor, AR/AP, Accounting, and Logistics.

Processor: Escrow

FirsTitle, Tulsa, OK 10/2012 – 12/2013

•Coordinated and processed real estate closings, ensuring accuracy in documentation and timelines.

•Communicated with attorneys, lenders, agents, and clients to resolve issues and finalize transactions.

•Prepared and reviewed legal and financial documents to support escrow and title processes.

•Delivered reliable support under tight deadlines, earning trust as the preferred processor for high-value closings.

Skills

•Property Tax Documentation & Review

•Account Transaction History Analysis

•Vendor Systems & Reporting (Hermit, Excel)

•Attorney Invoicing Updates & Payment Status Verification

•Check Request Submission & Approval

•Internal/External Correspondence & Email Response

•Data Entry & Records Management

•Regulatory & Policy Compliance

•Financial Reporting & Audit Preparation

•Investigative Research & Problem Solving

•Attention to Detail & Quality Assurance

•Workflow & Process Improvement

•Customer Support & Relationship Building

•Time Management & Multitasking

•Microsoft Office Suite and Google Workspace

•Reverse Mortgage Servicing

•Cross-Functional Collaboration

•Database Management

•Training & Mentoring

•Communication and Negotiation Skills

•Information Security

•Credential Verification

•Conflict Resolution

•Escrow Processing

•Client Relations

Contact this candidate