Detail-oriented professional with expertise in databases and ACH transactions. Proven ability to conduct thorough research and prepare accurate client reports, ensuring timely financial distributions.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Sr. Associate, Funds Management Refunds
Cotality
Irving, TX
06.2023 - 08.2025
Conducted comprehensive data research utilizing existing databases and public information sources.
Contacted agencies to investigate reasons for returned payments.
Applied funds to escrow accounts as required.
Prepared client reports to guarantee the timely distribution of funds owed to homeowners.
Fraud Analyst II
Bank of America
Fort Worth, TX
12.2022 - 06.2023
Reviewed complex products to prevent and detect fraud on client accounts.
Conducted research and analysis of account activity to evaluate risk levels.
Managed inbound and outbound calls with customers regarding suspicious account activity.
Sr. Associate Operation Services
CoreLogic
Irving, TX
09.2019 - 11.2022
Conducted comprehensive data research utilizing databases, third-party sources, and public information.
Provided clients with proof of payment for escrow transactions via check, wire, and ACH.
Contacted agencies to investigate reasons for returned payments.
Applied funds back to escrow accounts as necessary.
Prepared detailed reports for clients regarding financial transactions.
Ensured clients received all funds owed to homeowners.
Associate Operation Services
CoreLogic
Irving, TX
05.2016 - 09.2019
Executed comprehensive data research, utilizing existing databases and third-party sources.
Prioritized and organized tasks to efficiently accomplish service goals.
Provided clients with documentation for escrow payments processed via check, wire, and ACH.
Claims Coordinator
Dimont & Associates
Dallas, TX
05.2015 - 05.2016
Verified property loss for multiple clients to facilitate proper claims processing.
Assisted in tracking claim status and provided updates to stakeholders.
Captured visual documentation of all properties to ensure accurate fund disbursement.
Coordinated necessary home repairs based on client needs and requirements.
Loan Servicing Specialist 3
Wells Fargo Home Mortgage
Menomonee Falls, WI
11.2014 - 04.2015
Balanced reverse claims effectively to streamline processing.
Communicated with clients to explain loan terms and conditions clearly.
Collected information from attorneys regarding paid invoices to ensure accuracy.
Uploaded claims to the Mainframe to facilitate timely processing.
Delivered exceptional customer service to both internal and external clients.
Loan Doc Specialist 2
Wells Fargo Home Mortgage
Menomonee Falls, WI
08.2014 - 11.2014
Reviewed documents in Fidelity and various systems using dual screens for efficiency.
Updated files to PDF format for seamless client transmission.
Entered DEC pages into the system, ensuring accurate record-keeping.
Communicated with the claims processor to acquire essential billing information.
Cashier/Bookkeeper
Two Men in the Kitchen
Milwaukee, WI
09.2011 - 07.2014
Delivered exceptional customer service to all guests, enhancing overall experience.
Assisted customers with inquiries and product selections.
Managed all bookkeeping and accounting functions for a family-owned restaurant efficiently.
Resolved customer complaints promptly and professionally.
Lockbox Clerk
Site Personal
Brown Deer, WI
03.2011 - 08.2011
Balanced accounts for electric, cable, and Visa transactions.
Sorted and organized checks for efficient data entry.
Reviewed payment documents for accuracy and completeness.
Executed ACH payments to customer accounts efficiently.
Verified dates and amounts on checks to ensure accurate balance payments.
Account Payable Clerk
HCHM
Milwaukee, WI
01.2001 - 07.2004
Processed invoices and coded checks for accurate payment execution.
Facilitated payments for disabled clients and managed bank deposits.
Balanced individual client accounts to ensure financial accuracy.
Printed monthly statements for comprehensive account reviews.
Cash Application
Manpower International
Milwaukee, WI
04.1995 - 11.2001
Applied daily cash receipts to maintain accurate financial records.
Researched misapplied payments and short payments to ensure proper cash account reconciliation.
Processed million-dollar payments, including credit and wire transfers, efficiently.
Developed processes for the efficient handling of high-volume cash application activities.