Greeting Clients Resolving Billing and Accounts IssuesTaking Body Central OrdersFiling Insurance Claims on behalf of Insurance ClientsData EntryMultiple telephone linesTransferring and Redirect calls to the appropriate department and personnelTaking messages for Adjusters and Licensed Insurance Agents

PEGA-(Modification Portal) Gain access to loans and their informationGreet customer over the telephoneResearch and resolve clients issues, concerns, and requestsAnalyze document in Lenderlive (PDF) such as Verification of Occupancy, Employment Verification, Tax Return/4506 T, Hardship Affidavits, Bank Statement(s), Supplemental Income, 3rd Party Authorization/Power of Attorney, Leasing Agreement(s), Listing Agreement(s), HUD 1, Financial Worksheet(s), Purchasing Agreement(s) to determine “if” you can start Modification, Short Sale, or Deed-in-Lieu processLook in Director (MSP) for Mortgagee/Mortgagor, Escrow, Mortgagor residence, verification of loan type, Man/Personal Code, Sub-prime/Prime, Notation system with workable codesInternet to pull Credit Reports/BPORequesting appropriate required document(s) to complete the modification process Notate PEGA of document(s) of missing document to complete loan processKeep track of loans worked by paste loan #, loan type, and rather loan was completed, missing documents, if missing letter was sent to mortgagor, or transferred another departmentProductive quota of 25 loans per dayMemo, Emails, Word processing, Data entry