Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacqueline Ford

Garland,TX

Summary

Accomplished in enhancing financial and operational efficiency, notably at Farmers Insurance Resolution Life, by streamlining premium accounting processes and implementing effective systems. Expert in Excel and a self-starter, I have a proven track record of improving accuracy and customer satisfaction. My skills in Lifecomm and detail-oriented approach have consistently driven positive outcomes in fast-paced environments.

Overview

10
10
years of professional experience

Work History

Premium Accounting

Farmers Insurance Resolution Life
08.2022 - Current
  • Enhanced premium accounting accuracy through meticulous record-keeping and timely reconciliations.
  • Streamlined premium accounting processes by implementing efficient workflow management techniques.
  • Served as a subject matter expert on premium accounting matters within the organization.
  • Enhanced financial accuracy by streamlining accounting processes and implementing efficient systems.
  • Processed 3-12 transactions General Ledgers and balanced daily
  • Processed 50-150 check payments and balanced daily

Loan Processor

Freedom Mortgage
12.2019 - 08.2022
  • Worked with customers in via telephone and email to answer questions, process transactions, and resolve issues.
  • Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
  • Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Managed 60-80 pipeline loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
  • Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
  • Maintained compliance with federal, state, and company regulations through regular review of updated guidelines.

Order Processor

Maniscalco
08.2018 - 12.2019
  • Enhanced customer satisfaction by ensuring accurate and timely order fulfillment.
  • Input order information into system and updated customer accounts to document and track customer orders.
  • Examined 30-60 orders daily to confirm accuracy, completeness and adherence to customer requirements.
  • Maintained a high level of accuracy while entering orders into the system, ensuring proper billing and shipping information.
  • Processed customer orders in line with established policies and procedures.
  • Collaborated with inventory management teams to ensure adequate product availability for fulfilling orders.
  • Provided support to customer service representatives in resolving complex inquiries relating to orders or shipments.

Loan Servicing Associate

Sierra Auto Finance LLC
04.2014 - 07.2018
  • Conducted regular audits of 40-80 loan files daily to ensure compliance with internal quality control standards and regulatory requirements.
  • Negotiated loss mitigation solutions for distressed borrowers, mitigating potential losses for the company.
  • Improved operational efficiency by streamlining loan servicing processes and implementing best practices.
  • Processed all qualifying due date changes
  • Processed all payments and balanced
  • Credit Provision

Education

Associate of Arts - Business And Accounting

Hutchinson Community College
Hutchinson, KS
05.2009

Skills

  • Excel
  • Outlook
  • SAP
  • Self Starter
  • Detail Oriented
  • Life-comm
  • Chase E-lock box
  • Word
  • Shaw collections/Retail
  • E-Oscar
  • Wells Fargo Lockbox
  • CUBS

Timeline

Premium Accounting

Farmers Insurance Resolution Life
08.2022 - Current

Loan Processor

Freedom Mortgage
12.2019 - 08.2022

Order Processor

Maniscalco
08.2018 - 12.2019

Loan Servicing Associate

Sierra Auto Finance LLC
04.2014 - 07.2018

Associate of Arts - Business And Accounting

Hutchinson Community College
Jacqueline Ford