Jeana C Richards
Arlington,TX
Summary
Experienced with analyzing and processing diverse claims accurately and efficiently. Utilizes strong investigative skills and attention to detail to ensure fair settlements. Track record of maintaining compliance with industry regulations and providing excellent customer service.
Experienced with managing complex loan closings and ensuring all documentation is accurate and compliant. Utilizes exceptional attention to detail and organizational skills to streamline processes. Track record of effective communication with clients and team members to facilitate smooth closings.
Overview
2026
2026
years of professional experience
Work History
Claims specialist/ Plan advisor/ Quality analyst
United Healthcare/UMR
01.2021 - Current
- Review, process and finalize claims
- Communicate with providers regarding claim
- Discuss and educate members on benefits, policies and claim information
- Review and audit accuracy of processed claims and handling of calls from representative
- Adhere to reporting for claims processing and call handling
- Educate claims specialist on policy and procedures for processing claims
- Educate representatives on call handling policy and procedures
- Remote
- Enhanced customer satisfaction with timely communication, empathy, and clear explanations of claim outcomes.
- Managed a high volume of claims effectively by prioritizing tasks and maintaining excellent organizational skills.
Mortgage Closer/funder
Silverton Mortgage
01.2019 - 01.2021
- Collaborated with Processor, LO and Title agency to move file efficiently through Initial Closing Disclosure to closing thru to funding
- Liaison between title company, loan officer, and borrowers
- Managing the loan closing process, portfolio management system, ensuring compliance with funder covenants and government regulations, guidelines
- Review accuracy of closing disclosure, balance CD with title companies and attorneys, funded and shipped loan, reviewed closing/funding documents for errors of any kind, sent and received wire payments
- Remote
- Maintained compliance with federal and state regulations, ensuring each mortgage transaction adhered to established guidelines.
- Balanced funding sheets accurately, verifying that all financial figures were correct before disbursing funds to appropriate parties.
Recruiter
Labor Ready
2018 - 01.2019
- Perform activities in the human resource area. Includes employment specialists who screen, recruit, interview, and place workers.
- Advise management on organizing, preparing, or implementing recruiting or retention programs.
- Develop or implement recruiting strategies to meet current or anticipated staffing needs.
- Perform searches for qualified job candidates, using sources such as computer databases, networking, Internet recruiting resources, media advertisements, job fairs, recruiting firms, or employee referrals.
- Experienced full life cycle recruitment
- Workday experience
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Conducted reference checks, background screening and other pre-employment checks to verify information on applicant's resume.
Mortgage Closer/Processor/ Quality analyst
GSF Mortgage
01.2013 - 2018
- Review, correct, prepare and finalize all closing documents
- Liaison between title company, loan officer, and borrowers
- Wire funds and fund loan, ship docs etc.
- Responsible for post-closing and compliance requirements and review accuracy of closing disclosures
- Performed on a daily document draws and funding functions to required expectations
- Review, evaluate, and audit the closing files of other closers
- Training development
- Adhere to report schedules for audit files
- Enhanced customer satisfaction with timely and accurate mortgage closings, maintaining a professional demeanor throughout the process.
- Resolved issues efficiently during the pre-closing stage, minimizing delays and keeping transactions on schedule.
Senior Default Underwriter
JPM Chase Bank
01.2012 - 01.2013
- Verify and review information and accuracy of loan application and closing documents.
- Communicate with loan applicants, loan officer, processor and closer to obtain personal and financial data and to assist in completing applications.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, income documentation, and tax receipts etc.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and check
Education
Associate of Science - Business Management
Cardinal Stritch University
Milwaukee, WIHigh School - undefined
Riverside University High School
Milwaukee, WISkills
- 20 years of exemplary customer service
- Proven Mortgage professional with over 15 years of experience
- Loan Program types include Conventional, FHA, VA, USDA, commercial, and Bonds
- Computer knowledge Microsoft Excel, Microsoft Word, Power Point, Microsoft teams, Outlook, Adobe Acrobat, Encompass, TRID, Fidelity, Calyx etc
- Claims
- Claims processing
- Claims investigation
- Verbal communication
- Microsoft office
Timeline
Claims specialist/ Plan advisor/ Quality analyst
United Healthcare/UMR
01.2021 - Current
Mortgage Closer/funder
Silverton Mortgage
01.2019 - 01.2021
Mortgage Closer/Processor/ Quality analyst
GSF Mortgage
01.2013 - 2018
Senior Default Underwriter
JPM Chase Bank
01.2012 - 01.2013
High School - undefined
Riverside University High School
Recruiter
Labor Ready
2018 - 01.2019
Associate of Science - Business Management
Cardinal Stritch University
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