Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

DANIELLE MONTGOMERY

Lakeland,FL

Summary

Results-oriented professional with comprehensive expertise in high-pressure office settings, dedicated to leveraging robust priority management skills to elevate client satisfaction and propel organizational success.

Overview

17
17
years of professional experience

Work History

Auto Claims Specialist

State Farm
Bloomington, IL
04.2023 - Current
  • Manage task-driven queues with proficiency, ensuring timely and accurate handling of multiple responsibilities in a dynamic call center setting.
  • Access and interpret auto policies and regulations to determine coverage, liability & damages evaluation for effective resolution.
  • Conduct thorough investigations, perform evaluation, and engage in negotiations to achieve equitable claims settlements.
  • (Remote)

Customer Service Representative

U.S. Bank
Tampa, FL
08.2022 - 04.2023
  • Addressed and resolved customer inquiries by utilizing various systems, ensuring accurate and current account information was delivered in a timely manner.
  • Assisted customers with troubleshooting issues, effectively guiding them through usage of the website and mobile application.
  • Ensured customer comprehension of problem resolutions and proactively offered further education on products and services to enhance customer experience.

Homeloan Specialist II (Jr. Mortgage Underwriter)

PennyMac Loan Servicing
Tampa, FL
11.2020 - 05.2022
  • Accessed and resolved loan documentation for Conventional refinances, ensuring accuracy and completeness.
  • Analyzed financial data to determine borrower creditworthiness and compliance with established guidelines.
  • Delivered decisions on mortgage applications, including approvals, conditions or denials in a timely manner.

Bankruptcy Legal Assistant

Albertelli Law Firm
Tampa, FL
06.2017 - 11.2020
  • Reviewed and drafted a variety of legal documents, including, but not limited to legal documents, Plan Reviews/ Objections, Proof of claims, Amended Proof of Claims, Motion to Allow Late Claims, to ensure compliance with state and federal regulations.
  • Verified the accuracy and completeness of loan documentation as part of the bankruptcy case handling process.
  • Conducted regular analysis of referral volume reports to monitor and access case intake frequency.

Mortgage Loan Processor III

USAA
Tampa, FL
03.2016 - 11.2016
  • Managed the complete mortgage loan processing cycle, ensuring accurate assembly of loan application and submission by coordinating effectively with stakeholders.
  • Delivered high-quality customer service by promptly addressing inquiries through phone, mail and email, maintaining professional communication standards.

Verification Analyst II

Digital Risk, LLC
Lake Mary, FL
03.2015 - 12.2015
  • Conducted thorough review of loans documentation to ensure accuracy and integrity of information relating to employment, income, assets and credit history.
  • Diligently followed up on audit verifications to secure necessary documentation, documenting all correspondence and contact attempts in detail records.

Bankruptcy Legal Assistant

McCalla Raymer, LLC
Orlando, FL
06.2012 - 11.2014
  • Prepared and drafted a variety of legal documents, including Motion for Relief, Escrow Change Letters, Notice of Appearances, and Objection to Plan, ensuring accurate and timely submission to support legal proceedings.
  • Monitored court dockets and efficiently coordinated the procurement of necessary documents as needed for hearings and court calls.

Bankruptcy Attorney Liaison

Lender Process Services, Inc.
Mendota Heights, MN
04.2008 - 06.2012
  • Facilitated communication between legal representatives and mortgage servicing entities to ensure efficient bankruptcy proceeding within Process management and MSP.
  • Managed and expedited attorney request to address and mitigate file processing delays.
  • Maintained and updated tracking systems, ensuring thorough file reviews and timely follow-up actions.

Education

B.S - Human Resources and Organizational Leadership

Rasmussen University
Ocala, FL
02.2017

Skills

  • High degree of attention to detail as well as problem solving skills
  • Analyze business processed and recommend improvements
  • Excellent organization, time management skills and the ability to multi-task
  • Well-developed communication skills, both written and verbally
  • Self-started and ability to work independently and learn in a fast-paced environment
  • Program applications: Salesforce, Casper, Mainframe, Encompass, MSP, VendorScape, Ocwen, RealTrans, Clarifire, LenStar, LUSY, Cadence, Tempo, NBS Portal, ECS & ECRM
  • Bankruptcy: BKFS LoanSphere, AACER, CaseAware, & Perfect Practice
  • Microsoft: All Microsoft software, Skype for business, Zoom & other Office applications

References

References available upon request.

Timeline

Auto Claims Specialist

State Farm
04.2023 - Current

Customer Service Representative

U.S. Bank
08.2022 - 04.2023

Homeloan Specialist II (Jr. Mortgage Underwriter)

PennyMac Loan Servicing
11.2020 - 05.2022

Bankruptcy Legal Assistant

Albertelli Law Firm
06.2017 - 11.2020

Mortgage Loan Processor III

USAA
03.2016 - 11.2016

Verification Analyst II

Digital Risk, LLC
03.2015 - 12.2015

Bankruptcy Legal Assistant

McCalla Raymer, LLC
06.2012 - 11.2014

Bankruptcy Attorney Liaison

Lender Process Services, Inc.
04.2008 - 06.2012

B.S - Human Resources and Organizational Leadership

Rasmussen University

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