FELTON J BERNARD III
Auburn
Summary
TO SECURE A POSITION WITH A WELL ESTABLISHED ORGANIZATION WITH A STABLE ENVIRONMENT IN A FINANCIAL DEPARTMENT THAT WILL LEAD TO A LONGSTANDING CAREER.
Overview
18
18
years of professional experience
Work History
Advocate
A&D Mortgage
Fort Lauderdale, FL
04.2025 - Current
- Provide single-point-of-contact support for all partner loan inquiries to ensure smooth movement from origination to servicing.
- Support partners with product guidance, underwriting scenario assistance, AUS analysis, condition clarification, disclosures, and credit-related need.
- Monitor and manage partner pipelines, including loan progress, lock expiration, and document tracking, ensuring timely communication at every stage.
- Assist partners with pricing, compensation structures, 3.4 XML imports, 1003 accuracy, and general guideline clarification.
- Coordinate across underwriting, lock desk, partner support, IT, and closing teams to resolve complex or escalated issues.
- Maintain strict service-level standards with rapid response times and proactive outreach.
Advocate
Flagstar Bank
Bellevue, WA
04.2017 - 04.2025
- Provide single-point-of-contact support for all partner loan inquiries to ensure smooth movement from origination to servicing.
- Support partners with product guidance, underwriting scenario assistance, AUS analysis, condition clarification, disclosures, and credit-related needs.
- Monitor and manage partner pipelines, including loan progress, lock expiration, and document tracking, ensuring timely communication at every stage.
- Assist partners with pricing, compensation structures, 3.4 XML imports, 1003 accuracy, and general guideline clarification.
- Coordinate across underwriting, lock desk, partner support, IT, and closing teams to resolve complex or escalated issues.
- Maintain strict service-level standards with rapid response times and proactive outreach.
Customer Service Representative
Flagstar Bank
Bellevue, WA
11.2012 - 04.2017
- Provides timely and accurate information to incoming customer and knowledge of mortgage products.
- Maintains and foster positive attitude with clients and other staff members through excellent phone, interpersonal communication and customer service skills.
- Possesses an unwavering commitment to customer service, with the ability to build productive relationships.
Claims Processor
Pay Pro Administrators
Riverside, CA
06.2009 - 09.2012
- Highly skilled in coding and processing claims forms for payment ensuring all information is supplied previous to eligible payments are made.
- Detected potential frauds in claims processing.
- Comprehensive knowledge for meeting targets for staff and unit performance and federal regulation policy and procedure.
- Thorough understanding of medical terminology in relation to diagnoses and procedures.
Billing/Fill Clerk/Data Entry
The Advantage Group
Temecula, CA
11.2007 - 06.2012
- Billing for 150 reputable Companies
- Maintaining a personal system for client protection by scanning in all client information into their files. Making case files, assisting in general office duties.
- Sorts mail according to destination and type, such as returned letters, adjustments, bills, orders, and payments, to include certified mail.
- Building rapports with clients by answer question about their disability claim being sensitive while still enforcing the company policies.
Education
Business Administration
San Jacinto College
Temecula, CAHigh school equivalency diploma - undefined
Jefferson Davis Community College
Gulfport, MSSkills
- Partner relationship management
- Cross-functional communication
- Problem-solving & issue resolution
- Trend identification & process improvement
- High-volume workflow management
- Detail-oriented documentation review
- Customer service excellence
Timeline
Advocate
A&D Mortgage
04.2025 - Current
Advocate
Flagstar Bank
04.2017 - 04.2025
Customer Service Representative
Flagstar Bank
11.2012 - 04.2017
Claims Processor
Pay Pro Administrators
06.2009 - 09.2012
Billing/Fill Clerk/Data Entry
The Advantage Group
11.2007 - 06.2012
Business Administration
San Jacinto College
High school equivalency diploma - undefined
Jefferson Davis Community College