Phyllis Newton
Jacksonville,FL
Summary
Personable individual with strong organization skills, to multitask and build relationships. Adept at prioritizing conflicting business or customer needs. Successful in working within collaborative environments.
Overview
21
21
years of professional experience
Work History
Mail Processing Clerk
United States Postal Service, USPS
10.2018 - 09.2022
- Used automated mail processing equipment to sort and collate mail.
- Proved successful working within tight deadlines and a fast-paced environment.
- Loaded letters onto processing equipment, removed non-processable letters and maintained continuous sorting feed.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
- Processed and organized incoming mail for distribution to appropriate departments.
- Set up automated mail-processing systems to maintain smooth sorting operations.
- Used computer systems to track packages and update client information.
- Added accurate data entry into computer system to complete transactions.
Sr. Mortgage Servicing Specialist
Bank Of America
01.2013 - 08.2018
- Proved successful working within tight deadlines and a fast-paced environment.
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Compiled closing packages for drafting and presentation accuracy.
Accounts Receivable/Accounts Payable Specialist
Bank Of America
02.2009 - 12.2012
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Prepared vendor invoices and processed incoming payments.
- Processed and recorded accounts receivable transactions to facilitate prompt collection of customer payments.
- Managed collections and follow-up on past-due accounts to speed up payments and minimize risk.
- Prepared monthly reports of accounts receivable and accounts payable for management review.
- Matched invoices to purchase orders for proper documentation and to facilitate payment.
- Reconciled customer accounts and resolved discrepancies to maintain accuracy and resolve issues.
- Managed electronic payment systems to streamline payment processes and reduce errors.
- Developed and implemented procedures and processes for accounts receivable and accounts payable streamlining.
- Matched purchase orders with invoices and recorded necessary information.
- Input financial data and produced reports using banking systems.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Entered figures using 10-key calculator to compute data quickly.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Managed and responded to correspondence and inquiries from customers and vendors.
Mortgage Closer/Loan Closer Funder
Bank Of America
06.2007 - 12.2009
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Checked loan documents for accuracy prior to closing.
- Reviewed loan files and updated to match current standards.
- Processed loan applications and monitored progress from start to finish.
- Monitored pipelines to track and log status of loans.
- Assisted customers with completing loan applications and other paperwork.
Mortgage Loan Processor
Bank Of America, N.A.
05.2004 - 06.2007
- Handled any conditions sent from underwriting departments.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Set up and completed loan submission packages.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Processed mortgage loan applications accurately and successfully for over two years.
Student Banking
Bank Of America, N.A.
01.2002 - 06.2004
- Completed daily cold calling and outreach to build sales pipeline.
- Answered inbound telephone calls from interested customers to persuasively discuss offerings.
- Answered questions about company offerings with knowledgeable responses about products and services.
- Troubleshot problems for callers and helped independently resolve common issues.
- Educated customers on features and benefits of banking products and services.
- Provided advice on different bank products and financial options.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Referred customers to other banking departments for specialized services.
- Helped college students obtain financial aid through loan programs.
Education
Associate of Arts - Business Administration
Florida State College At Jacksonville
Jacksonville, FLSkills
- Handling and Sorting Mail
- Distribution Services
- Post Office Operations
- Retail Sales
- Customer Service
- Production Goal Setting
- Problem-Solving Skills
- Workplace Safety
- Regulatory Compliance
Timeline
Mail Processing Clerk
United States Postal Service, USPS
10.2018 - 09.2022
Sr. Mortgage Servicing Specialist
Bank Of America
01.2013 - 08.2018
Accounts Receivable/Accounts Payable Specialist
Bank Of America
02.2009 - 12.2012
Mortgage Closer/Loan Closer Funder
Bank Of America
06.2007 - 12.2009
Mortgage Loan Processor
Bank Of America, N.A.
05.2004 - 06.2007
Student Banking
Bank Of America, N.A.
01.2002 - 06.2004
Associate of Arts - Business Administration
Florida State College At Jacksonville
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