Octavia Ross

• Process incoming mortgage trail documents shipments: count and sort boxes/trail documents
• Organize trail documents within designated vault area by Ginnie Mae, Fannie Mae, Freddie Mae
• Review and process trail 80 documents in Embtrust
• Confirm trail documents are deposited and billed correctly.
• Run Embtrust 1 deposit report daily.
• Deliver trail documents to vault to be filed.
• Processed incoming and outgoing mail and packages according to established procedures.
• Utilized office management software to record and track customer information.
• Assisted with onboarding of new employees.

• Exhibited unwavering integrity and maintained strict confidentiality while performing extensive shipment log checking, Ginnie Mae, Fannie Mae, Freddie Mac managed 100-200 loan documents per box an average of 5-10 daily ensuring accuracy and compliance.
• Review and update mortgage documents in EmbTrust database for errors, missing pages, or missing information entering and correcting customers account that had wrong information entered and flagging potential issues, maintaining documentation related to organizational processes, procedures, policies, and regulatory requirements.
• Provided assistance with inbound and outbound document processes, document sorting, logging, and work order creation.
• Maintained 100% high accuracy rates on daily mortgage loans, keyed and processed 160-180 mortgage loans.
• Scanned copied request faxed and printed important documents to borrowers
• Completed transmittal logs and stored in files for specified durations.
• Built and updated diverse documents, charts, tables and mail merges using various programs.
• Perfected lien position by recording and filing documents.

• 5-10 Outbound calls to client to get feedback of customer satisfactory of cleaning services. If subcontractor utilized proper tools and materials to adhere to safety guidelines.
• Tracked maintenance activity using Microsoft software to confirm compliance with industry requirements.
• Efficiently assisted service workers with problematic transactions to maintain customer satisfaction and quickly rectify issues.
• Tracked attendance and submitted work logs every day.
• Monitored OSHA compliance standards at job site.

• Print and mail mortgage 5-10 payment, denial approval statement to customer, send correspondence accordance to company policies and procedures.
• Update and verify customer information on computer system.
• Executed record filing system to improve document organization and management.
• Sorted and distributed office mail and recorded incoming shipments for corporate records.
• Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
• Monitored front areas so that questions could be promptly addressed.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.

• Provided high-level administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as:
• Executed record filing system to improve document organization and management.
• Sorted and distributed office mail and recorded incoming shipments for corporate records.
• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.

Answered 50-80 incoming calls from customers while ensuring a high level of customer services which include:

• Respond to customer calls regarding healthcare benefits
• Reviewing Benefit and Eligibility information to customer
• Billing and Payment issues
• Customer material request
• Physician Assignments
• Authorization of Benefits (EOB)
• Provided excellent customer services constantly meet productivity, schedule adherence, and quality standards.
• Proven ability to develop and implement creative solutions to complex problems.
• Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.