Mary E. Bowling
Littleton,CO
Summary
Results-oriented Analyst skillful in managing and breaking down large volumes of information. Expertise includes reviewing and resolving discrepancies by working with third party vendors to clear issues and promise concise cash flow. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Balancing Analyst
Mr. Cooper Mortgage
01.2022 - Current
- Reconcile reports received from primary servicers in accordance with servicing agreements and department policy.
- Query databases for information needed for report processing.
- Research and resolve variances relating to servicing reporting, cash settlement issues, and servicer inquiries through internal processes and external consults.
- Ensure that all assigned reports and final remits are balanced in accordance with timeframes established in servicer agreements.
- Prepare cash receipts for incoming and distributing wires in sum of $2,000,000.00, monthly.
- Maintain balancing responsibilities of 35,000 loans across 100+ portfolios to most extreme accuracy.
Financial Service Representative
Space Age Federal Credit Union
07.2019 - 05.2021
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Finalized and booked approved loans, accounts, and credit option into FiServ system.
Call Center Representative
Space Age Federal Credit Union
- Responded to customer calls and emails to answer questions about products and services.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Processed debit and credit card and electronic check payments.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Member Service Representative
Evansville Teachers Federal Credit Union
08.2017 - 07.2018
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
Associates of Business -
University of Southern Indiana
Evansville05.2016
Skills
- MS Excel
- Data Analysis
- Analyst Relations
- Deadline Adherence
- Financial Accountability
- Process Transactions
- Loan Applications
- Loan Disbursement
- Cash Handling
- Troubleshoot Service Issues
Certification
- Colorado Licensed Notary
- NMLS # 2019893
Timeline
Balancing Analyst
Mr. Cooper Mortgage
01.2022 - Current
Financial Service Representative
Space Age Federal Credit Union
07.2019 - 05.2021
Member Service Representative
Evansville Teachers Federal Credit Union
08.2017 - 07.2018
Call Center Representative
Space Age Federal Credit Union
Associates of Business -
University of Southern Indiana
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