Customer Service Data Entry

KATHLEEN S. TREBETS

**** ***** ** #* **********, OH 44094 440-***-****

email: *******@*******.***

EDUCATION

Loyola University of Chicago

Bachelor of Business Administration

WORK HISTORY

Senior Researcher-Assurint/September 2011-May 2012

Uses multiple databases to run reports and evaluate data entry accuracy.

Performs verification of data entry of criminal background searches

Review and analyze highly sensitive customer data to complete customer inquiries in a specified amount of time

Responds to outside calls from clients as well as calls from inside sales team in a timely manner

Loan Conversion Analyst/March 2008-June 2011-Xpress Loan Servicing –A CIT Company

Managed the project and provided data analysis for the transfer of $8 billion of student loan collateral

Responsible for accurate and timely conversion of repurchased loans within the loan portfolio

Examined and reconstructed borrower’s files to ensure compliance with the guarantor’s data requirements

Responsible for reporting, accuracy and quality control of student loan data between servicers and guarantors within the student loan industry

Participated in the training of new procedures for staff as requested by management

Credit Analyst/March 2006-March 2008-Student Loan Xpress –A CIT Company

Reviewed credit applications to provide loan approval or denial based on defined private loan credit policy

Coordinated customer service and investigation around fraud using defined procedures

Tested credit underwriting changes using defined testing plans and procedures

Uploaded, edited and provided daily production reports to schools and sales team

Credit Analyst/August 2004-December 2005-Chase Manhattan Mortgage

Assisted in manufactured home shutdown project, which led to $30 million in savings

Ensured compliance with all State and Federal Regulations

Determined applicant’s credit worthiness based on company’s credit policies

Managed data entry process and maintained relationships with retailers and account executives

Quality Analyst/March 2001-April 2004-Chase Manhattan Mortgage

Conducted training for new employees and provided support for a department on a daily basis

Assisted in transitions of department from the Cleveland site to Seattle site, including training new staff

Received maximum bonus recognition awards annually

Initiated new processes and procedures to increase team productivity

Direct Loan Specialist/April 1998-March 2001-Chase Manhattan Mortgage

Processed $1 million in loans per month

Earned highest award at CMMC for providing outstanding service to internal and external customers

Interacted with funders, credit analysts and data entry to effectively process customer’s loan requests

Consistently led team in funding percentage each month

Customer Relations Associate/November 1997-April 1998-Chase Auto Finance

Used Strong customer focus when advising clients and managed difficult call situations

Worked in a fast-paced, high call volume environment providing account information to customers

Provided assistance to Banks, Retailers, Title Companies and Brokers with regards to customer’s loans

TECHNICAL SKILLS

Proficiency with Microsoft Word, Excel, Access, Outlook, Lotus Notes, COGNOS and Onbase

Certified Notary Public

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