Data Entry Specialist and Mortgage Processor

Rosa M Kershaw

*** **** ******, ******** ** ***** – ***********@*****.*** - 803-***-****

Summary of Qualifications

•Attention to detail, flexibility, and the ability to adapt to change work situation. Excellent customer service experience, problem solving, time management skills, team player, detail-oriented, quick learner, self-motivative, and willingness to develop additional skills. Ability to multitask and self-starter with demonstrated initiative, creativity and a willingness to learn.

•Highly effective professional with 19 plus years of experience in the mortgage industry, with excellent Customer Service experience, including 10 plus years as a Mortgage Closer and Post Closing.

•Well-versed in audit and compliance reviews to ensure loan conform with TRID guideline. Ability to work Conventional, FHA, VA Loans, and some purchase.

•Twenty plus years of experience in general accounting and tax preparation for individuals and small businesses using QuickBooks.

•Notary Public/Certified Loan Signing Agent for the state South Carolina for 25 plus years.

•Prepare and file federal and state tax documents for individuals and small businesses, self-mot

•Recommended tax strategies to individuals and small businesses by researching federal, state, and local tax regulations for optimum solutions. Prepared financial reports, budgets and profit and loss statements for small business clients.

•Professional Tax Preparer/PTIN Certification with IRS.

• AAPC-A Medical Coder, CPT/ICD-10 Knowledge and Certification. Credential patient benefit for healthcare and medical purpose.

PROFESSIONAL EXPERIENCE

01/2026 – 04/2026

Tax Preparation Consultant for Military Personnel - Seasonal Contract - Remote

•Responsible for answer questions and assist the taxpayer through they return online Turbo Tax software.

• Advising them where they are in the USA or out of the country. Make sure they e-file a accuracy return, with updated knowledge and maintaining inbound/outbound calls. Recommended tax strategies to individuals and small businesses by researching federal, state, and local tax regulations for optimum solutions.

•Prepared financial reports, budgets and profit and loss statements for small business clients.

•Performed inbound and outbound customer service calls and chats. Assist customer with preparing their tax online.

•VITA/TCE Certification Training for 2025/2026

12/2025 – 4/2026 Robert Half/Military One Source – Remote

Tax Preparation Consultant for Military Personnel - Seasonal Contract - Remote

•Responsible for answer questions and assist the taxpayer through they return online with H & R Block Miltax software.

• Advising them where they are in the USA or out of the country. Make sure they e-file a accuracy return, with updated knowledge and maintaining inbound/outbound calls. Recommended tax strategies to individuals and small businesses by researching federal, state, and local tax regulations for optimum solutions.

•Prepared financial reports, budgets and profit and loss statements for small business clients.

•Performed inbound and outbound customer service calls and chats. Assist customer with preparing their tax online.

•VITA/TCE Certification Training for 2025/2026

10/2023 – 4/2025 Workplace Options/ Military One Source - Remote Raleigh, NC

Tax Preparation Consultant for Military Personnel - Seasonal Contract - Remote

•Responsible for answer questions and assist the taxpayer through they return online with H & R Block Miltax software.

• Advising them where they are in the USA or out of the country. Make sure they e-file a accuracy return, with updated knowledge and maintaining inbound/outbound calls. Recommended tax strategies to individuals and small businesses by researching federal, state, and local tax regulations for optimum solutions.

•Prepared financial reports, budgets and profit and loss statements for small business clients.

•Performed inbound and outbound customer service calls and chats. Assist customer with preparing their tax online.

•VITA/TCE Certification Training for 2023/2024

9/2022 – 2/2023 ACS Staffing Agency/Cardinal Health Denver, CO

Case Manager - Remote

•Monitor system for new/HAP Enrollment and review patient cases. Place outbound calls to patients for eligibility and denial for the Hap enrollment regarding assistance

•Maintained quality while providing an empathetic and support experience to the patients, and to the physician offices. Ability to and maintaining inbound/outbound calls.

•Resolved patient's questions and concerns regarding status of their request for assistance

•Reviewed patient accounts from initial contact through approval/denial/final status

•Processed all patient applications in accordance to set policy, procedures and PHI compliance

• Ability to identify, document and submit Adverse Events during customer contact or via received

documentation. Works internally with team members regarding patients’ cases

• Conducted research associated with alternative funding or foundations to ensure patient has all financial

information to receive product

4/2020 -- 6/2022 Round Point /Freedom Mortgage Servicing Corporation Fort Mill, SC

Collateral Specialist

• Work directly with document custodians to request the release of original collateral documentation and

monitor to ensure timely release. Maintain working knowledge of state, and investor guidelines or updates.

• Ensure all original documentation is tracked and clear any exceptions needed to improve

efficiencies.

• Research and resolve inquiries related to lien releases/satisfactions, subordinations, partial releases,

CEMAs and ad hoc documentation, such as audit of lien release/satisfaction documents, assignments of

mortgage and allonges prior to submission for execution. Assist with additional projects or tasks as needed

such excel reports.

Mortgage Loan Closer - Remote

• Prepared and reviewed/verified mortgage documents including, clear underwriting conditions, credit reports, income verification,

appraisals, title reports, payoff demands, and executed closing documents to appropriate title/settlement agency.

• Review all documents and scheduled for closing with title company; generates and send initial closing disclosure for approval.

• Reviews completed closing documents for accuracy, balances closing disclosure with attorneys/settlement/escrow agents. Submits

final closing disclosure, with supporting documents.

• Managed a monthly pipeline of approximately 100 plus loans

11/2016 – 3/2020 Talent Bridge/AmerisourceBergen-Lash Group Fort Mill SC

Benefit Verification Specialist/Patient Service Representative – (Remicade, Regeneron, & Genzyme)

• Completed patient benefit verifications through outbound calls to payers.

• Performed audits and, credentialing patient information; document system before submitting to physician’s office.

• Verifies patient medical/pharmacy benefits and document patient coverage specific to specialty drug.

• Document and initiating prior authorization process and claim appeals. Ensure accurate data entry into Patient Plus.

• Referred patient to non-profit foundation for copay assistant for outstanding medical expenses.

• Performs related duties, training and special projects as assigned with the ability to work well independently and with a

team to reach goals.

9/2016 – 12/2018 American Mortgage Consultants Tampa FL

Mortgage Review Analyst –Remote Part-time

• Responsible for reviewing loan documents for completeness and accuracy, including analyzing note, mortgage, loan

agreement, loan applications, credit history, income documents, title policy, flood cert, flood/hazard insurance policy, truth-in-

lending, and appraisal report for compliance.

• Reviewed and annotated documents for litigation, automated underwriting findings for quality control and documenting loan

conditions for compliance.

• Reviewed the title commitment for liens, payoff, taxes, and chain of title, validated insurance for coverage payment deductible

for underwriting conditions.

2/2017 – 4/2017 Account Temps/Lake Wylie Tax Services Lake Wylie, SC

Tax Preparation/Accounting - Seasonal Contract

•Responsible for preparing and filing federal and state tax documents for individuals and small businesses.

•Recommended tax strategies to individuals and small businesses by researching federal, state, and local tax regulations for optimum solution.

• Prepared financial reports, budgets and profit and loss statements for small business clients.

EDUCATION

Strayer University CPCC Mortgage Class

Associate Degree: Accounting Mortgage Math, Processing and Underwriting Certifications

Midlands Technical College York Technical College

Appraisal Certificate Certification in Bookkeeping

KEY SKILLS AND CERTIFICATIONS

MS Office Professional Suite

FHLMC Online

Tax Preparer Software/PTIN/EFIN

STEPP/VITA Certification

RM Compass

EVARs (HUD System)

Notary License (SC)

TaxAct Software

Quicken Accounting Software

ProSeries Tax Software

QuickBooks

Drake Tax Prep Software

Edge/Mortgage Math

CAVIRS/FHA Connection

Sale Force

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