Customer Support & Loan Operations Specialist

First Name: Jacqueline

Last Name: McGarity

Living my Dreams

**********.********@*****.***

This resume was automatically generated from:

https://www.linkedin.com/in/jacqueline-mcgarity-5724135b Summary

Experience

Residential Solutions Specialist at Charter Communications February 2025 -

Engaging with customers to assist with account adjustments and creation, developing plans and negotiating rates with customers and leadership, use of multiline and multiscreens. Credit Assistant at Bank of America

May 2024 - January 2025

Utilized various software tools and databases for data collection, analysis, and reporting purposes (e.g.,

Moody's Analytics)

• Provided guidance and support to new hires through training programs or mentorship initiatives

• Collaborated with relationship managers in structuring complex financing solutions tailored to meet

client needs while managing risk exposure

• Maintained accurate records of credit-related activities including correspondence, financial statements,

and supporting documentation

• Identified potential cross-selling opportunities based on customer's borrowing patterns or financial

needs

• Analyzed creditworthiness of clients by reviewing financial statements, credit reports, and industry

trends

Loan operations processor at Wells Fargo

June 2022 - September 2023

Process residential and commercial loans that are active or Paid off.

• Communicated effectively with team members, providing updates on the status of client loan

application and addressing any concerns or questions

• Evaluated financial statements and tax returns to determine borrower's eligibility for loans

• Prepared loan files in compliance with regulatory guidelines and internal policies

• Contributed to team success by sharing knowledge gained from attending seminars/webinars on

mortgage lending practices

• Achieved a consistently high level of customer satisfaction by providing excellent service throughout

the entire loan process

• Conducted thorough analysis of credit reports to assess borrower's creditworthiness

• Investigated any discrepancies or red flags on credit reports, taking appropriate action as needed

• Maintained a high level of accuracy when inputting data into loan processing software systems

• Navigated complex lending guidelines from vario

Ai Integrity at TaskUs

July 2019 - May 2022

use extreme attention to detail in analyzing media Evaluate and assist our clients with content moderation. Collaborate directly with teammates and supervisory team to ensure accuracy, calibration, and protection of the public as well as individual privacy

Provide data to assist in updating policies

Assisted Recruiting Dept with facilitating hiring events Coordinate with a team to help the community thru donations and community service

Apartment leasing assistant at BG MULTIFAMILY

August 2018 - January 2019

•Conducted property tours

•Facilitated Meet and Greets on site

•Prepped for community events

• Streamlined potential resident interests to mgmt.

•Maintained Schedule for touring, maintenance, and meetings Contract Analyst at BCFORWARD RAZOR LLC

January 2018 - January 2019

Evaluated and assisted users with challenges working within various social media financial transaction software Verify and confirm accurate demographic and geographic location Assesed and distributed refunds, credits, and other account related forms of reimbursement

Handled confidential information

Charge Entry Specialist at HCA Physician Services Group December 2015 - December 2017

• REGISTRATION AND SUBMIT CHARGES FROM HOSPITALS

AND CLINICS FOR OUR AFFLIATED PHYSICIANS,

• VERIFYING AND UPDATE PATIENT DEMOGRAPHICS AND

INSURANCE INFORMATION.

• PROGRAMS USED: PMD,MEDITECH, EPIC,HPF, AVAILITY

AND OTHER INSURANCE WEBSITES

FRONT DESK at CHRISTIAN DENTAL CLINIC

August 2011 - December 2011

Scheduling, appts., checking in and out patients, etc. Data Entry Clerk ) at ADvantage Staffing

March 2010 - March 2012

Processed claims to be reimbursed.

Education

The University of Texas at San Antonio

Broker, Logistics, Materials, and Supply Chain Management, 2025 - 2026

CAREERQUEST COPLLEGE

CERTIFIED CODING SPECIALIST, MEDICAL INFORMATION

MANAGEMENT, 2010 - 2011

HOLMES HIGH SCHOOL

DIPLOMA, 1999 - 2002

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