Shawn Holt
Cutler Bay,FL
Summary
Adept at delivering process improvements that increase efficiencies and performance. Organized and articulate with excellent troubleshooting abilities. Compliant Application Specialist with an innovative mind and sound knowledge of IT systems. Excellent in managing a team and delegating work. Experience handling complex and problematic situations with analytical thinking and patience.
Overview
18
18
years of professional experience
Work History
Auditor/Loan Application Specialist
Iconic Mortgage Corp
10.2019 - Current
- Create loans applications for borrowers in Encompass looking to do a cash out refinance on their home
- Data entry/input title fees for loan applications
- Calcule escrows as well current/new mortgage payment
- Register loan applications with various lenders
- Keep track of loans created & sent out on Excel Spreadsheet
- Request title fees/mortgage title from title company
- Create docusigns and or schedule notary appointments for loans
- Audit mortgage loans once signed copies from borrower(s) and loan officer are received
- Reply to emails/chats
- Assist Vice President with daily tasks.
Accounting Specialist/Customer Service Representative
Restaurantware
01.2019 - 10.2019
- Post payments in QuickBooks
- Process ADP Payroll
- Data entry
- Daily deposits
- Reconcile credit card transactions & bank statements
- Process refunds in Braintree
- Create/process credit memos
- Create Excel spreadsheet for AR follow up on open invoices over 30 days
- Create bills/invoices
- Multitask with heavy phone calls
- Reply to chats/emails
- Process customer orders
- Assist supervisor with daily tasks.
Patient Accounts Representative
St Vincent Hospital
02.2006 - 12.2018
- Post insurance payments
- Check & credit card reconciliation in Quick Books
- Electronically submit secondary billing claims
- Electronically bill/re-bill claim submissions through online clearinghouse
- Follow-up with outstanding insurance claims over 30 days
- Answer phones/return messages/emails
- Set-up monthly billing submissions on a spread sheet w/excel program
- Handle daily cash receipts
- Designing weekly, monthly, and annual spending reports
- Auditing financial processes on a quarterly basis
- Process ADP Payroll
- Assist supervisor w/daily tasks.
Education
Accounting
Mercy College
Skills
- Customer Service Skills: Proficient in
- Microsoft Word & Excel, able to multitask between
- Heavy phone calls, reply to chats & emails
- Customer Support
- Can type 50 words per minute
- Quickbooks
- Auditing
- ADP Payroll
- Accounting
- Cash handling
- Balance Sheets
- Audit Coordination
- Financial Records Review
- Root Cause Analysis
Timeline
Auditor/Loan Application Specialist
Iconic Mortgage Corp
10.2019 - Current
Accounting Specialist/Customer Service Representative
Restaurantware
01.2019 - 10.2019
Patient Accounts Representative
St Vincent Hospital
02.2006 - 12.2018
Accounting
Mercy College
Similar Profiles
Shawn HoltShawn Holt
AUDITOR/LOAN APPLICATION SPECIALIST at Iconic Mortgage CorpAUDITOR/LOAN APPLICATION SPECIALIST at Iconic Mortgage Corp
Curt CrumbacherCurt Crumbacher
Outside Sales - Senior Mortgage Loan Officer at US Lending Corp - Society MortgageOutside Sales - Senior Mortgage Loan Officer at US Lending Corp - Society Mortgage
Grace BodrockGrace Bodrock
Instructional Design Intern at Union Home Mortgage Corp.Instructional Design Intern at Union Home Mortgage Corp.
Joseph HannJoseph Hann
Server at Walters Coffee ShopServer at Walters Coffee Shop
Antonio MarinelliAntonio Marinelli
Service Manager at Brickell Mazda and Brickell Buick GMCService Manager at Brickell Mazda and Brickell Buick GMC