Tony De Jesus-Stephenson

Insert customer account data by inputting text based and numerical information from source documents within time limits. Compile, verify accuracy and sort information according to priorities to prepare source data to computer entry. Review credit reports for deficiencies or updates, correct incompatibilities and check output.

Project based. Extracting, correcting and reporting data for Mortgage accounts in Bankruptcy. Work as part of a team with individual goal set for achievement.

Analyze payment history and collection comments reviews to determine the status of mortgage accounts. Identify missing documentation. Underlying the performance of the mortgage and key trends based on the comments on the loan. Use of different output formats to identify the status of the account. Reverse Mortgage and Loss Mitigation reviews.

Mortgage servicing for accounts in active Chapter 7, 11, 12, and 13 of Bankruptcy making sure are in compliance with court orders in a timely matter. Processing daily trustee payments and/or payments sent from the customer. Reconcile accounts for compliance and ready for Bankruptcy court request.

Reviewed car loan files for completeness, identified missing documentation, and generated condition lists for applicants.

Prepared documents for underwriting by verifying client income, credit reports, and other information. Performed insurance check processing and reimbursements, vehicle inspections and loan payoffs. Customer service and cash balancing support.

Processed customer transactions promptly, minimizing wait times.

Completed highly accurate, high-volume money counts via both manual and machine-driven approaches. Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow. Disbursed cash and checks accurately while maintaining security of cash drawers.Cross-sold credit cards, loans and other bank products.Mentored newly hired team members on appropriate responses to patron questions.