Client Services and Finance Professional
Resume:
Patrease Gibson
Euclid, Ohio ***23
*********@*****.***
Client Consultant I
Flagstar Bank
Provide customers with high quality, prompt, and professional financial services
Processed financial transactions including deposits,withdrawals, loan payments and account maintenance
Accounts payable
Open new accounts including savings, checkings and CD for new and current customers
Deliver client engagement and education on banking products
Understand and adhere to all bank policies and procedures
Adhere to regulatory and compliance policies and standards including federal, state and local laws
Revenus Cycle Specialist
University Hospitals Ahuja Medical Center Breast Center
3/23-1-2024
Complete patient registration
Accounts payable
Schedule all chemo therapy, radiation, ultrasound, and mammograms appointments
Process all co- payments including payments for previous balances
Process all credit card payments
Process invoices for medial services performed
Remote Loan Processor
Highlight Technologies
From
7/2020
To
12/2021
Role Description
Process loan application on web-based systems including Rapid, Document recovery database (DRD),
Risk Meter in Core Logic, Dynamics
Responsible for reviewing and organizing required documents before they can move to pre-
qualification step. While supporting the SBA closing specialist throughout the stages of the loan
Completed flood mapping using Risk Meter by running reports to determine the flood risk for
collateral property
Utilize various software programs to perform daily tasks including Microsoft Word, Excel, Access, and
Outlook
Review and analyze requests from direct borrowers or requests from participant lenders in relation to
servicing, liquidating or purchasing loans depending upon the division to which is assigned.
Independently determine what data is needed in order to analyze/evaluate the request. Analyze these
requests in terms of financial condition of the borrowers and their effect and implication they have on
the interest of SBA if they are approved. Make independent recommendations on these requests to
supervisor/team leader.
Remote Maintenance Coordinator
Inter-solutions
From
3/2020
To
11/2020
Arrange for all maintenance requests to be fulfilled by vendors
Find vendors for the company to promote growth of licensed contractors
Follow up on completion of all requests making sure they were done to the satisfaction of the owners
and tenants
Process invoices and credit card payments
Administrative Assistant /Processor
Capitol Title
From
5/2017
To
6/2019
Answer phones
Greet visitors
Compose and respond to emails using Outlook
Maintain files, manage calendar, handle all office correspondence
Schedule meetings and appointments with agents and homeowners
Multitask in fast paced environment
Familiar with office software including outlook, excel, ms office suite
Developed a administrative assistant manual to stop the rapid turnover by 30% in a 2- year span
between 2017 -2018 in front desk employees company wide
Processed files by obtaining payoffs, HOA documents, scheduled closings, review closing documents
for accuracy, ordered title and survey, review 1003.
Data entry and verification into Qualia and Landtech CFPB to ensure the closing process was smooth
Trained 4 administrative assistants for multiple offices during company expansion to ensure their
understanding of the company's policies and procedures.
Purchased and maintain supply inventory always adhering to the company's budget by keeping a
monthly log
Communicate via correspondence letters to homeowners and buyers requesting the return of documents for
verification of social security number and Loan information if applicable.
Hair Academy
Licensed cosmetologist
Bryant and Stratton College
Associates of Business Administration
Shaw High School
Diploma
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