Angela Quinney
DeSoto,TX
Summary
Detail-oriented Document Preparation Specialist and Banking Operations Professional with extensive experience supporting financial services operations, document management, mortgage servicing, and customer account research. Proven expertise in reviewing, validating, indexing, and processing high-volume financial, legal, and mortgage documentation while ensuring compliance with regulatory requirements and internal quality standards. Strong ability to meet production goals, safeguard confidential information, and deliver accurate results in fast-paced, deadline-driven environments.
Overview
19
19
years of professional experience
Work History
Document Preparation Specialist
Manpower/ JP Morgan
10.2023 - 09.2025
- Enhanced document quality by meticulously proofreading and editing content for accuracy, grammar, and formatting.
- Streamlined workflow management by prioritizing tasks and effectively coordinating with team members on project deadlines.
- Ensured compliance with company standards and regulations by strictly adhering to established guidelines during document preparation processes.
- Guaranteed data integrity with thorough validation of input information through cross-referencing multiple sources.
- Increased customer satisfaction by delivering high-quality documentation tailored to their specific needs and requirements.
- Expedited document processing by utilizing advanced software tools to convert, merge, and split files as needed.
Research & Adjustment Rep II
Bank Of America
07.2017 - 02.2023
- Reviewed formal probate and small estate affidavit documents and data to identify required documentation.
- Performed statistical, qualitative, and quantitative analysis to support operational decisions.
- Researched protocols and procedures to meet state laws and guidelines, ensuring compliance.
- Created deceased notifications to alert other departments and protect decedents' assets.
- Resolved problems and set expectations with other support organizations to address customer requests.
Customer Relations Manager
Bank Of America
06.2015 - 07.2017
- Handled complaints, provided appropriate solutions and alternatives within timeframes to achieve resolution.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, and resolving problems.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Reviewed documents for accuracy to proceed with the review process and explained modification terms.
Senior Operation Analyst
Bank Of America
05.2014 - 06.2015
- Conducted data analysis to identify opportunities for streamlining client operations and improving customer satisfaction.
- Negotiated mortgage loans seeking short sales for homeowners facing liquidation.
- Reviewed documents for accuracy and finalized offers for approval, ensuring compliance with guidelines.
- Collaborated with management and employees to assess business practices and determine areas for analysis.
Mortgage Specialist II
Bank Of America
08.2012 - 05.2014
- Worked with clients to help understand their mortgage terms, review delinquency patterns, and negotiate payment arrangements.
- Resolved delinquencies to current status by offering different options including repayment plans or modification assistance.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs.
Accounts Payable Specialist
Crosstex Energy Services (Contractor)
09.2008 - 02.2009
- Utilized Microsoft Excel, QuickBooks, and Oracle software to manage invoices and payments efficiently.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
- Reviewed accounts monthly to assess aging and pursue collection of funds.
Accounts Receivable Assistant
Williams Production Company
09.2006 - 02.2008
- Prepared and billed invoices via fax and mail to vendors, processed payments, and documented account updates.
- Monitored accounts to verify compliance with payment terms and schedules.
- Identified, researched, and resolved billing variances to maintain system accuracy.
Education
Some College (No Degree) - Accounting 2006-2007
University of Phoenix
Tulsa, OKSome College (No Degree) - Business Administration 2001-2003
Tulsa Community College
Tulsa, OKSkills
- Invoice Processing
- Attention to Detail
- Negotiation and Resolution
- Workflow Management
- Self-Reliant
- Microsoft Word
- Documentum
- FileNet
- SharePoint
- SAP
- QuickBooks
- Payment Processing
- Records Management
- Document Control
- Account Research
- Problem-Solving Strengths
- Data Entry with 10-key by touch
- State Regulation Compliance
- Excel
- Data Analysis
- Time Management
- General Ledger Accounting
Timeline
Document Preparation Specialist
Manpower/ JP Morgan
10.2023 - 09.2025
Research & Adjustment Rep II
Bank Of America
07.2017 - 02.2023
Customer Relations Manager
Bank Of America
06.2015 - 07.2017
Senior Operation Analyst
Bank Of America
05.2014 - 06.2015
Mortgage Specialist II
Bank Of America
08.2012 - 05.2014
Accounts Payable Specialist
Crosstex Energy Services (Contractor)
09.2008 - 02.2009
Accounts Receivable Assistant
Williams Production Company
09.2006 - 02.2008
Some College (No Degree) - Accounting 2006-2007
University of Phoenix
Some College (No Degree) - Business Administration 2001-2003
Tulsa Community College