Evelyn Smoot
Dallas,TX
Summary
Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments. Compassionate Case Manager accustomed to treating diverse patient needs while managing dynamic conditions. Collaborative professional possessing excellent clinical knowledge and judgment combined with strong documentation and problem-solving abilities. Well-versed in managing emergent cases with poise.
Overview
12
12
years of professional experience
Work History
Litigation Case Manager
Bank of America
Fort Worth, TX
11.2021 - Current
- Legal Order operations is an area with significant legal and reputational risk that processes third party levies, garnishments, temporary restraining notices, and seizure warrants related to debts or criminal activity.
- Subpoenas served on the bank for both civil and criminal matters. Review complex legal documents and log key information into case management system for bank records responsive to the subpoena.
- Reviewing documents includes the ability to apply state and federal laws to maintain compliance with proper service, customer notification requirements, and compliance with Right to Financial Privacy Act Role requires ability to navigate multiple systems to research customer information.
- Interactions with Law Enforcement, agencies, and attorneys to negotiate scope, court appearances, and reasonable due dates for delivery. Maintaing production and quality that meets all bank requirements.
- Participated in interdisciplinary team meetings to discuss treatment options.
- Analysis and research of lien release and title documents for auto loans
- Handling external and internal customers, and dealerships.
- Provide coaching and training to new and tenured employees.
- Service complex calls requiring a high level of telephone and written communication.
- Assisting clients with DMV document requests for liens.
- Identifies contract irregularities, utilizes available resources for resolution, and prepares contracts and supporting documents for the return of the dealer or client for corrections.
- Reviewed documents for accuracy prior to submission or publication.
- Created training materials for new hires on the company's procedures and policies.
- Collaborated with colleagues on researching complex legal issues relevant to litigation matters.
- Managed the document production process from the initial request through completion.
Lead Specialist
PennyMac Loan Services, LLC
Plano, TX
12.2020 - 11.2021
- Resolved escalated customer issues related to lead management activities in a timely manner.
- Provided guidance and support to other Lead Specialists in the organization.
- Ensured compliance with internal policies and procedures regarding lead management activities.
- Participated in weekly meetings with senior leadership team to discuss progress made by Lead Specialists in meeting objectives set out for them.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Certificate Account Manager
Lockton Companies
Dallas, TX
10.2017 - 12.2020
- Prepares daily Certificates of Insurance and utilizes sense of urgency to handle “rush” requests when necessary (one hour turnaround times)
- Confirms company information and locates Master Certificate to use as a template
- Confirms accuracy of company information on auto identification cards and prepares copies for distribution to client
- Print and mail all certificates of insurance, evidence of property and auto ID cards during a renewal
- Processes returned mail by revising or inactivating each certificate
- Answers certificate and auto related issues over the phone via the cert request line
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Ensured compliance with industry regulations when dealing with clients.
- Created comprehensive reports on account performance and presented them to senior management.
Operations Coordinator Booking and Funding
JP Morgan Chase
Fort Worth, TX
02.2014 - 10.2017
- Uses independent analysis and exercises judgment to determine if applicable standards are met while reviewing retail and lease loans
- Identifies contract irregularities, utilizes available resources for resolution and prepares contracts and supporting documents for return to dealer for corrections
- Communicates relevant issues to the appropriate Loan Officer and escalate appropriate issues to the supervisor
- Utilize strong data entry and attention to detail skills
- Assisted credit underwriters, and Sale Reps to ensure loan packages are complete, accurate and all guidelines are met
- Ensured compliance with organizational policies, regulations, and standards.
- Interact with dealers and merchants to ensure the most appropriate, timely, and equitable resolution to keep retail/auto deals funded in a timely manner
- Perform rate mods, send cure letters as needed or required.
- Developed training materials for new staff members regarding relevant topics.
- Collaborated closely with upper management to develop corporate vision and roll out initiatives to meet goals.
- Responsible for resolving financial and non-financial customer inquiries.
- Conducted regular meetings with team members to review progress on projects.
Education
BBA - Business Administration/Cyber Security
Jarvis Christian University
Hawkins, TX12-2025
High School Diploma -
Crossroads Academy
Cedar Hill, TX05.2008
Skills
- Analytical Thinking
- Organizational Skills
- Problem-solving abilities
- Issue Research
- Analytical Skills
- Experience in leadership
- Documentation Management
- Customer Relations
- Quality Assurance
- Data analysis
- Legal research
Affiliations
- Volunteer at local elementary schools teaching financial literacy
- Assisted with non profits mentoring young women
Organizations
- Member of Delta Sigma Theta Sorority Inc.
Timeline
Litigation Case Manager
Bank of America
11.2021 - Current
Lead Specialist
PennyMac Loan Services, LLC
12.2020 - 11.2021
Certificate Account Manager
Lockton Companies
10.2017 - 12.2020
Operations Coordinator Booking and Funding
JP Morgan Chase
02.2014 - 10.2017
BBA - Business Administration/Cyber Security
Jarvis Christian University
High School Diploma -
Crossroads Academy
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