Tri S. Email & Phone Number

Frisco, Texas, United States

Plano, Texas, United States

Volunteer

Plano

ROLE AND RESPONSIBILITIES I was responsible for applying incoming customer payments quickly and accurately. I applied an extremely high volume of live checks to customer accounts on a daily basis.• Process live check deposits via remote deposit scanner on a daily basis.• Run prior day banking activity reports each morning to post all incoming electronic payments.• Use prior day banking activity reports to account for, log counter sales and post all stores deposits.• Scan and save all electronic and store deposit batches for future reference and legal requirements.• Store/save all posted payments securely according to the Accounting policy and legal requirements.• Save all cash and adjustment batches.• Provide all required reporting and daily totals to AP/Cash Lead at day end.• Provide Winzer Corporation’s lockbox, applying incoming payments.• Accomplishes accounting and organization mission by completing related results as needed.• Data Entry and Other general accounting tasks as needed.. Verify three way matchingSystems Used: AS400, P21

Dallas

Core Logic's mission is to empower it clients to make smarter decisions through data-driven insights. As the leading global property information, analytics and data-enabled solutions provider, their vision is to deliver unique property-level insights that power the global real estate economy.Focuses on the validation process, reviewing the claims submitted by the servicers to the client. Familiar with the claims processes/rules of government sponsored agencies.Ensures claim is in compliance with customer standards through regular auditing, process checks, conflict resolution and database review.Validates claims for accuracy and completeness, knowing what triggers to look for according to the client/agency specifications.Reviews and determines reimbursement amounts to the client according to the guidelines of Fannie Mae.May interact with employees/supervisors at the client site to gather more information or validate processes.Uses expertise of more senior level team members and leverages additional resources to confirm solutions.

J. C. Penney Company, Inc., one of the nation’s largest apparel and home furnishing retailers, is dedicated to fitting the diversity of America with unparalleled style, quality and value.RMS (Retail Merchandising System)Complete Master Item Setup & Management For Stores & ecommerce itemsAble to Create & Maintain All Item Information In One System Instead Of Multi-Systems

The Plano Center

Duties: The primary responsibility of registering people which means working the registration desk. It includes using the computerized registration system to assist attendees in looking up their registration information, adding new registrants, printing badges, giving out information on conference sessions, directions, etc. Other duties include greeting, badge checking, handing out certificates and basic customer service. Everyone will be trained by me on-site. It’s possible that you can expect to stuff the conference bags we give people with literature as well. Also, we will have four SecureWorld staff members at this conference who at times need assistance for various items of importance as well with set-up and tear down.

Prepared Claims files for Claims Submission and gathered all the documents required to file a claim. Met investor time frames, and completed audits of claims processes for validation.Reviewed and processed required claim documentation to recover advances incurred throughout the default process.Completed timely audits of all loans to ensure all requirements were met, and claim processes could be validated.Responsibilities included validation of fees, follow-up for missing documentation and maintaining all systems necessary for proper claim handling and follow-up.Researched issues and obtained proper supporting documentation in a timely manner as requested by investor or mortgage insurance company.Default Resolution Customer AdvocatesAssisted borrowers by handling escalated concerns through research and resolution of service problems.Maintained a pipeline of high priority complaints received directly from Attorney Generals (AG), The Consumer Financial Protection Bureau (CFPB), The Office of the Currency (OCC), Senators, Congressmen and Bankruptcy Attorneys.Researched customer complaints by analyzing loan documents and company system documentation which led to the resolution of over 500+ complaints with 98% quality and issuance of accurate and complete responses.Communicated with the Bankruptcy, Short Sale and Foreclosure departments.Spoke with customers daily to review resolutions to their concerns.

Successful insurance tracking demands timely and accurate updating of all insurance information, correct notification to borrowers and extensive insurance knowledge. Document Processing: Processing all incoming insurance documents (Mail, Email, Fax, Secured site) and upload directly to the Elitetrac (Analyst Dashboard).Elite Scan: Once the documents are scanned in to the system, they go to what we call Elite Scan. Organizing insurance information on each loan.Elitetrac: Accurate and consistent document tracking, the loan information is stored for each lender. This allows direct communication between the lender and AFR for any loan. Analysts work the documents on the dashboard on a daily basis. Analyst job is to determine if the information is valid.Policy: If a policy is received that goes to a loan pertinent information has to be listed in order for AFR to update. The information is the Carrier Name, Policy Number, Effective Dates, Coverage Amounts, and Bank listed in the proper position.

Plano

Responsible for populating Bank Compensation, including Executive Management, Employees and Consultants from fifty states with Bank Owned Life Insurance (BOLI). All information was updated with precise accuracy in Microsoft Excel, as well as BCC’s proprietary database for the conventions.

Plano

Responsible for researching companies for targeted marketing campaigns, which included in-depth research about the companies, as well as top level management to include the names of the Chairman, CEO’s, Presidents and other specified management. Ensured the company address were updated and correct, phone numbers were updated and correct as well as company web-sites and URL’s were correct. All information was updated with precise accuracy in Microsoft Excel as well as VGL’s proprietary database. Utilized multiple tools including: Google, LinkedIn, Bing, Yahoo and 411/White Pages. Completed work ahead of schedule with extreme accuracy.

Bachelor Of Business Administration - Bba, Accounting And Finance

Associate'S Degree In Science, Math