Rita Renee Jackson
Chuck Fairbanks Chevrolet
Desoto,TX
16
years of professional experience
Dynamic professional with over 15 years of experience in administrative support, client management, and process improvement. Proven track record in coordinating communications, managing documentation, and delivering exceptional customer service in high-pressure environments. Skilled in leveraging web-based systems and spreadsheets to enhance team organization and streamline operations, particularly in remote settings. Committed to fostering efficiency and collaboration while maintaining a focus on quality outcomes.
Work History
Receptionist / Office Assistant
1 Year 10 Months- Greeted customers and visitors, providing friendly and professional assistance to enhance customer experience
- Answered and directed incoming phone calls efficiently to appropriate departments
- Managed outgoing mail including letters and vehicle registrations to ensure timely delivery
- Scanned and filed invoices, sales commissions, and vehicle deal documents maintaining organized records
- Maintained log book for license plates and registrations ensuring proper sign-offs by customers or salespersons
Loan Servicing Specialist
2 Years 9 Months- Processed business applications for COVID-19 Economic Injury Disaster Loans, ensuring accurate and timely submission
- Assisted customers with system access and uploading required documentation, enhancing customer support
- Solicited and verified documentation to establish business presence and eligibility
- Interviewed applicants to assess creditworthiness and mitigate risks
- Filed loan documents in credit and collateral files and imaging systems to maintain compliance
- Retrieved and sorted mail, distributing to appropriate departments to support operational flow
- Researched and resolved customer issues promptly to maintain satisfaction
- Entered loan details into PCFS system including guarantor, collateral, and insurance information
Loan Specialist
6 Months- Processed COVID-19 Economic Injury Disaster Loan applications ensuring accurate documentation
- Solicited necessary business documentation to verify applicant eligibility
- Interviewed applicants to assess credit and character risks
- Performed duplicate application reviews to maintain data integrity
Sr. Documentation Specialist / Contractor
8 Months- Prepared and organized loan documents for imaging and accurate customer association in multiple systems
- Managed research requests from relationship and credit officers via email inbox
- Entered new loans into document storage and retrieval systems ensuring data accuracy
- Coordinated with in-house and external counsel to resolve document deficiencies
- Reviewed loan documents for proper execution and compliance
- Performed quality control on newly booked credit extensions and SBA/PPP loans to ensure regulatory adherence
Loan/Mod. Specialist - Team Lead
1 Year 4 Months- Processed loan applications for disaster victims to support their recovery efforts
- Interviewed applicants and third parties to verify eligibility and prevent duplication of benefits
- Communicated loan decisions and subsequent steps to applicants
- Performed loan modifications per borrower or case manager requests
- Led a team of five to ten members providing guidance and supervision
- Conducted quality assurance reviews and offered critiques to loan officers
VP Client Service Manager
1 Year 2 Months- Managed resolution of outstanding issues for document custody clients ensuring client satisfaction
- Led regular meetings with clients and internal teams to address root cause analysis of issues
- Provided clients with detailed root cause analyses to improve future processing
- Conducted annual client reviews focusing on service delivery and Know Your Customer (KYC) compliance
- Prepared detailed monthly invoices for over 450 clients maintaining accuracy
- Collaborated with Compliance, Audit, Risk Management, and Legal departments to support audit requests
- Performed quality assurance reviews on client reports generated by customer service representatives
Loan Specialist
5 Months- Processed disaster victim loan applications ensuring accurate documentation
- Solicited necessary documents to establish primary residence and proof of loss
- Interviewed applicants and third parties to assess eligibility and duplication of benefits
- Communicated loan decisions and next steps clearly to applicants
Sr. Operations Claims Analyst
2 Years 5 Months- Performed end-to-end loan analysis on various loan types to mitigate risks and identify delays
- Researched and resolved investor claims requests effectively
- Conducted root cause analysis and recommended process improvements
- Reviewed financial documents to assess eligibility
- Underwrote loan modifications for eligible borrowers
Education
Bachelor of Business Administration - Human Resources
Graduated Magna cum Laude
Skills
Customer service
Phone communication
Written communication
Organizational skills
Process improvement
Quality assurance
Client Management
Administrative experience
Team management
Problem-solving
Communication skills
Time management
Attention to detail
Remote work experience
Microsoft Office
Timeline
Receptionist / Office Assistant
Chuck Fairbanks Chevrolet
04.2024 - 02.2026Read More
Loan Servicing Specialist
Gulf Coast Bank & Trust Company
01.2021 - 10.2023Read More
Loan Specialist
U S Small Business Administration
06.2020 - 12.2020Read More
Sr. Documentation Specialist / Contractor
TSR Consulting
10.2019 - 06.2020Read More
Loan/Mod. Specialist - Team Lead
U S Small Business Admin.
09.2017 - 01.2019Read More
VP Client Service Manager
Bank of New York Mellon
08.2015 - 10.2016Read More
Loan Specialist
U S Small Business Administration
11.2012 - 04.2013Read More
Sr. Operations Claims Analyst
JP Morgan Chase
05.2010 - 10.2012Read More
Strayer University
Bachelor of Business Administration from Human Resources
Read More