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1 SAMANTHA BEASLEY 4405 Windowmere Street, Fort Worth,Texas 76105 [email protected] | 817.403.6968 OBJECTIVE A highly motivated account research, client relations, data entry, customer service, audit and compliance professional with a verifiable record of accomplishment spanning over 8yrs. Highly creative, recognized as a results-oriented and solution-focused individual. SKILLS & ABILITIES Professional Client Service Problem Solving and Organizational Strong Computer Literacy Attentive in Account Research, Legal Research and Data Collections Time Management Skills (a+) when needing to meet deadlines case resolution EXPERIENCE BANK OF AMERICA, N.A. CLIENT RELATIONS SPECIALIST II 8/2009 – 11/2014 Serviced Customer Solutions in four areas of the mortgage department Back Office and QWR Research Solutions Frontline Mortgage Service Department Round Table and operational processes member Financial Services; including Escrow, Tax and Payment Posting Proactively identify problems, their root cause, and develop an appropriate resolution. Investigate, resolve, and respond to document requests; including verbal/written disputes. Document steps in ensuring compliance with internal and external guidelines and procedures. Research also included account review, payment posting review, fee inclusion and property claims affidavit and/or funds processing. Investigating daily adjustment inquiries; ensure that all cases are resolved by compliance deadline and according to bank procedures, perform account maintenance and answer inquiries received from various channels including customer initiated research requests. Also assisted in reconcile of bank balances between mortgage accounts. Establish demand requests to increase credit lines on Line of Credit Products. The roundtable team was a focus group partnered with loan

Samantha Beasley Resume

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Page 1: Samantha Beasley Resume

SAMANTHA BEASLEY4405 Windowmere Street, Fort Worth,Texas [email protected] | 817.403.6968

OBJECTIVE A highly motivated account research, client relations, data entry, customer service, audit and compliance professional with a verifiable record of accomplishment spanning over 8yrs. Highly creative, recognized as a results-oriented and solution-focused individual. 

SKILLS & ABILITIES Professional Client Service Problem Solving and Organizational Strong Computer Literacy Attentive in Account Research, Legal Research and Data Collections Time Management Skills (a+) when needing to meet deadlines case resolution

EXPERIENCE BANK OF AMERICA, N.A. CLIENT RELATIONS SPECIALIST II8/2009 – 11/2014

Serviced Customer Solutions in four areas of the mortgage department Back Office and QWR Research Solutions Frontline Mortgage Service Department Round Table and operational processes member Financial Services; including Escrow, Tax and Payment Posting

Proactively identify problems, their root cause, and develop an appropriate resolution. Investigate, resolve, and respond to document requests; including verbal/written disputes. Document steps in ensuring compliance with internal and external guidelines and procedures. Research also included account review, payment posting review, fee inclusion and property claims affidavit and/or funds processing.

Investigating daily adjustment inquiries; ensure that all cases are resolved by compliance deadline and according to bank procedures, perform account maintenance and answer inquiries received from various channels including customer initiated research requests. Also assisted in reconcile of bank balances between mortgage accounts. Establish demand requests to increase credit lines on Line of Credit Products.

The roundtable team was a focus group partnered with loan officers, frontline associates, back office processors, sales and originations departments were we implement ideas, company-wide, for better overall relationships with our customers and more efficient account handling to improve borrower satisfaction and overall meet RESPA guidelines.

BERINGS HOME CENTER WEDDING AND STATIONARY CONSULTANT10/2007 – 5/2009

Duties included assisting customers with their bridal invitations and personal stationery needs. Very high end sales of stationery, bridal accessories and party goods. A very fast paced and at times a slow work environment. The stationery department continuously met business needs and quotas for 8 consecutive quarters; this department also averaged 430,000 net sales per quarter. Here we create ideas for

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decorating, and assist with venue locating, also we would help select wedding and personal stationery for customers. I assisted, on average, 35-40 customers per day in a one-on-one environment while offering each customer the opportunity to explore options available for gifts, stationery and wedding accommodations.

UNITED HEALTHCARE GRP, INC.CUSTOMER/PROVIDER CLAIMS ASSOCIATE5/2006 – 9/2007

Member/Provider Claims Services Customer Care Professional Commercial Services Medicaid/Medicare

Claims department; here we processed front end data keying for claims and were responsible for keying more than 250 claims manually per day that may have rejected upon first scan.The position included utilizing active medical benefits and provider contracts to properly adjust claims for processing.

The Americhoice, commercial Medicare and Medicaid Claims and Accounts servicing duties

included processing government assisted claims as well as handle incoming calls

from members and providers with inquires about benefits and claims their processing status.

EDUCATION TEXAS SOUTHERN UNIVERSITY, HOUSTON, TEXAS BACHELORS OF SCIENCE DEGREE: PUBLIC AFFAIRSGPA: 3.1Member: Alpha Mu Epsilon Professional Services Society   

SUMMARY Results oriented, Responsible and Knowledgeable of the mortgage industry and various operational processes. My problem solving, leadership, and communication skills are some of the qualities developed from my experience as an administrator of client service. I have played a key role in increased customer retention and satisfaction rates in past and present employment. I have handled many client relationship functions that included promoting enduring relationships with a diverse public relations clientele. I will cultivate a positive and enduring relationship with all my customers.

REFERENCE KIM SKOPAK-GREEN, EDUCATORHOUSTON ISD

281-777-7030

SAMANTHA TURNER RESUME PG. 2

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REFERENCE TAMARA PRUITT, CLIENT SPECIALIST IIBANK OF AMERICA, N.A.

817-798-9777

SAMANTHA TURNER RESUME PG. 2

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