Briana Boyer
Lumberton
Summary
Detail-oriented professional specializing in legal document preparation and data integrity. Proven ability to manage communications and optimize processes for legal teams, ensuring compliance and accuracy in high-pressure environments. Strong track record of enhancing operational efficiency and supporting legal compliance initiatives.
Overview
25
25
years of professional experience
Work History
Legal On-Site Services Specialist
Ricoh USA-Marshall, Dennehey, Warner, Coleman & Goggin
Mount Laurel
2023.07 - Current
- Mailed legal documents from attorneys to various courthouses in NJ, facilitating compliance with legal deadlines.
- Printed, copied, and scanned legal documents for attorneys to ensure timely access to essential materials.
- Managed communications and scheduled appointments using Microsoft Outlook to streamline attorney workflows.
- Fax documents and send incoming faxes from Outlook to attorneys.
- Use Kwik tags to put on all legal documents and incoming mail.
- Sort and distribute all incoming mail.
- Velo binds legal documents.
- Make CDs for attorneys and download information from flash drives.
- Drop off mail to New Jersey Lawyer Service (LREX) and Post Office.
Data Integrity Specialist
Kemberton HealthCare
Cherry Hill
2020.01 - 2022.06
- Scanned medical records to ensure accurate retrieval of patient information.
- Performed data entry by looking up patient information in Access and Ionizion.
- Sorted incoming mail (EOB, correspondence) by hospital for efficient processing.
- Printing out Patient Letters, UB04 and 1500's to lookup and document.
- Use of Microsoft Office (Word,Excel,Outlook and Access).
Contract - ICONMA
TD Bank
Mount Laurel
2019.08 - 2019.10
- Performed duties as BSA Clerk in financial institution
- Analyzed complex customer financial transactions to identify and evaluate potentially suspicious account activity.
- Reviewed alerts in Further Investigation queues within SAS, identifying unusual customer or account activity to file SARs for suspicious cases or close alerts when activity is normal.
- Research additional information and background checks on the internet if there is suspicious activity
- Contacted branches to gather additional information on customers for investigation.
Data Entry/Clerical Assistant
WEI Mortgage
Mount Laurel
2019.06 - 2019.08
- Verified information and ordered services in Lending Pad (tax transcripts, appraisals, credit) to ensure accuracy.
- Conducted verification of employment calls to confirm employee status and income for underwriting purposes.
- Submitted application files to underwriting for risk assessment and approval.
- Reviewed online applications from account managers, checked for completeness, and submitted to underwriting for processing.
Contract - Adecco Staffing
TD Bank
Mount Laurel
2019.01 - 2019.04
- Deposit Operations Representative
- Processed 300 to 500 bankcards daily, ensuring accuracy in data entry.
- Reviewed and verified borrowers' information for compliance and accuracy.
- Submitted completed information to supervisors for review and verification.
- Update borrowers' address and deposit information
- Organized and filed completed paperwork in designated storage areas to maintain efficient record-keeping.
Data Entry Specialist
TD Bank
Mount Laurel
2018.05 - 2018.10
- Compiled, sorted, and verified data accuracy prior to entry, ensuring reliable information for processing.
- Identified and corrected data entry errors, maintaining data integrity and reporting issues to supervisors.
- Verified information accuracy by cross-referencing multiple data sources. and order service in Encompass (Credit, Flood Search, 4506T, Compliance and Fraud Search).
- Verify loan number and related documents to route to appropriate destination
- Sorted and mailed appraisals to borrowers, facilitating timely delivery of important documents.
Wholesale Collateral Specialist
Freedom Mortgage Corporation
Mount Laurel
2016.03 - 2018.03
- Prepared and shipped original collateral to designated warehouse banks for secure storage. the original collateral to warehouse banks
- Endorsed notes and allonges per company policy before shipping to warehouse banks, ensuring proper documentation and compliance
- Verifying all collateral documents are present, audit documents for original vs copies
- Ensure the safekeeping of original loan collateral in fireproof file cabinets
- Prepared collateral files for warehouse banks by labeling folders and printing key documents for efficient processing in the EDMS system
- Review documents for accuracy prior to the purchase of the loans
- Received, sorted, and shipped collateral to ensure timely delivery and compliance
Loan Support Representative
PHH Mortgage
Mount Laurel
2014.04 - 2016.03
- Sorted return mail for processing and certified mail for collections to ensure timely resolution of outstanding accounts
- Tracked return mail and updated address changes, social security records, W-9, and coupons to maintain accurate customer information
- Directed and dispersed mail for Insurance and Taxes departments, ensuring timely delivery of Loan Modification packages
- Generate Payoff Loans in Outlook and Task Ques through MSP
Mortgage Associate/Custodial Release
PHH Mortgage
Mount Laurel
2014.02 - 2014.04
- Requested collateral documents from custodian for paid in full loans to ensure timely processing.
- Communicated with custodian to gather necessary documentation for paid in full loans, facilitating compliance.
- Verifying all collateral documents are present, audit documents for originals vs copies
- Captured and indexed collateral documents, enhancing accuracy of record-keeping.
- Updating the system and preparing documents for shipment to the vendor
STARS Recruiter
Speedy Title & Appraisal Review Services
Mount Laurel
2013.03 - 2013.09
- Through Internet research, locate, screen and recruit appraisers across the country via email and telephone
- Contacted appraisers via calls and emails to gauge interest in joining STARS panel
- Coordinated follow-ups with appraisers to compile completed application packages promptly
- Track appraiser's documents through the entire review process.
- Set up new and updated appraiser/vendors in Galaxy 5 and Skipjack databases.
- Maintain and analyze data in shared and solo tracking spreadsheets using MS Excel
- Communicated with vendors, clients, and internal personnel through telephone and email
Customer Service Representative
Freedom Mortgage Corporation
Mount Laurel
2012.09 - 2013.02
- Resolved customer issues through effective communication and problem-solving techniques.
- Assisted customers with mortgage inquiries and application processes.
- Provided detailed information about mortgage products and services to clients.
- Screened potential new and existing customers in high-volume call center for inbound and outbound calls, qualifying customers for refinancing products and transferring qualified leads to licensed loan officer.
Flat Breakdown Associate
Burlington Coat Factory
Edgewater Park
2008.01 - 2010.09
- Sorted and tagged merchandise for distribution to stores, organized by size, color, and style
- Assisted customers with product selections and inquiries.
- Maintained store appearance through organized displays and cleanliness.
- Collaborated with team to restock merchandise on the sales floor.
Contract- Westaff
Ikea Wholesale Inc
Westampton
2005.06 - 2007.11
- Pre-Terminal Clerk
- Tracked containers entering U.S., entered data into system to ensure accurate records.
- Filed arrival notices in Barth Co system, facilitating timely processing of incoming shipments.
Contract- AppleOne
Indy Mac Bank
Martialon
2005.03 - 2005.05
- Scheduled prime, subprime, and refinance loans to facilitate timely closures
- Coordinated loan appointment scheduling to streamline closing processes
- Assisted customers over the phone to ensure successful loan closures
- Assist in putting loan packages together to be sent for scanning
Admissions Secretary
Rowan University
Stratford
2004.09 - 2005.03
- Managed student admission inquiries and provided accurate information.
- Coordinated application processing and ensured timely document verification.
- Maintained admissions database and updated student records regularly.
- Welcomed visitors at reception desk, Organized daily tasks to maintain office workflow, Executed document copying for office needs, Sent and received faxes to facilitate communication, Sorted incoming mail for timely and efficient distribution, Coordinated and scheduled appointments to optimize team schedules
Consumer Loan Representative
Commerce Bank
Mount Laurel
2001.03 - 2004.02
- Coordinate and process consumer loan applications
- Supported loan officers and branch managers with consumer loan processing and customer inquiries
- Assisted branch personnel in addressing and fulfilling consumer loan requirements
- Gathered and organized documentation from customers and brokers to facilitate loan closings
- Provided assistance to customers in resolving inquiries and issues
- Interact with bank personnel and mortgage brokers
- Utilized strong organizational abilities to manage tasks efficiently
FileNet Processor-Loan Operations
Commerce Bank
Mount Laurel
2001.03 - 2004.02
- Maintained accurate records of Real Estate and Commercial loans for efficient scanning and indexing.
- Scanned and indexed loans into file net system for organized digital record-keeping.
- Processed customer transactions accurately and efficiently.
- Managed daily cash balancing and reconciliation tasks.
- Assisted customers with account inquiries and service requests.
Education
Criminal Justice Administration
Strayer University
Alexandria, VA2026-07
High School Diploma -
Woodrow Wilson
Camden, NJ1997-06
Skills
- Legal terminology
- Legal document drafting
- Legal research
- Financial compliance
- Regulatory compliance
- Insurance regulations
- Document preparation
- Document management
- Order processing
- Database systems
- Databases
- Microsoft Office
- Microsoft Excel
- Admin supports
- Microsoft Outlook
- Microsoft Powerpoint
- Google Workspace
- SAP
- ERP
- Clerical experience
- Data input entry
- Time management
- Multitasking
- Detail orientation
- Organizational skills
- Analysis skills
- Analytical skills
- Customer service
- Effective communication
- Writing skills
- English
- Law office
- Legal research
- Technical skills
- Windows
- Negotiation
- Negotiation
- Microsoft Excel
- Administrative support
- Microsoft Outlook
- Technical skills
- Microsoft Powerpoint
Timeline
Legal On-Site Services Specialist
Ricoh USA-Marshall, Dennehey, Warner, Coleman & Goggin
2023.07 - Current
Data Integrity Specialist
Kemberton HealthCare
2020.01 - 2022.06
Contract - ICONMA
TD Bank
2019.08 - 2019.10
Data Entry/Clerical Assistant
WEI Mortgage
2019.06 - 2019.08
Contract - Adecco Staffing
TD Bank
2019.01 - 2019.04
Data Entry Specialist
TD Bank
2018.05 - 2018.10
Wholesale Collateral Specialist
Freedom Mortgage Corporation
2016.03 - 2018.03
Loan Support Representative
PHH Mortgage
2014.04 - 2016.03
Mortgage Associate/Custodial Release
PHH Mortgage
2014.02 - 2014.04
STARS Recruiter
Speedy Title & Appraisal Review Services
2013.03 - 2013.09
Customer Service Representative
Freedom Mortgage Corporation
2012.09 - 2013.02
Flat Breakdown Associate
Burlington Coat Factory
2008.01 - 2010.09
Contract- Westaff
Ikea Wholesale Inc
2005.06 - 2007.11
Contract- AppleOne
Indy Mac Bank
2005.03 - 2005.05
Admissions Secretary
Rowan University
2004.09 - 2005.03
Consumer Loan Representative
Commerce Bank
2001.03 - 2004.02
FileNet Processor-Loan Operations
Commerce Bank
2001.03 - 2004.02
Criminal Justice Administration
Strayer University
High School Diploma -
Woodrow Wilson