HSBC - Mortgage Loan Representative II Resume Example

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Jackson Thompson
Professional Summary

Goal-oriented, dedicated to high levels of customer satisfaction and meeting aggressive business goals. Dedicated worker and Fast Learner with specialized knowledge in Federal Tax Law and Customer Service.


  • English Language
  • Complex Problem Solving
  • Law and Government
  • Customer and Personal Service
  • Clerical
  • Administration and Management
Mortgage Loan Representative II Dec 2013Present HSBC Brandon, FL
  • Keep records of materials filed or removed, using spreadsheets.
  • Add new material to file records or create new records as necessary.
  • Gather materials to be filed in loan files from departments or employees.
  • Performed extensive research using multiple mortgage service computer programs to track materials removed from files and to locate files to add mortgage documents.
  • Enter document identification codes into systems in order to determine locations of files to be retrieved.
  • Scan or read incoming materials to determine how and where they should be classified or filed.
  • Assign and record or stamp identification numbers or codes to index files.
  • Transfer files to inactive storage, according to file maintenance guidelines or legal requirements.
  • Utilized mortgage services systems, desktop e-mailing and copy machine.
MANAGER: Jeffrey Kordecki 813 571-8778

Mortgage File Clerk Mar 2013Dec 2013 Randstad Staffing Temp - HSBC Tampa, FL
  • Sort or classify mortgage loan files according to guidelines, such as chronological, alphabetical, or numerical order.
  • Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
  • Answer questions about records or files.
  • Modify or improve filing systems or implement new filing systems.
REASON FOR LEAVING:  I was offered the permanent position of   Loan Service Representative with HSBC.
STAFFING RECRUITER:  Noemi Delgado 813 286-9194

Bill and Account Collectors Feb 2008Aug 2008 JP Morgan Chase Tampa, FL
  • Locate and notify customers of delinquent accounts by telephone to solicit payment.
  • Receive payments and post amounts paid to customer accounts.
  • Advise customers of necessary actions and strategies for debt repayment.
  • Locate and monitor overdue accounts, using computers and a variety of automated systems.
  • Answer customer questions regarding problems with their accounts.
  • Record information about financial status of customers and status of collection efforts.
  • Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
  • Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
REASON FOR LEAVING:  My husband was deployed to Iraq.
SUPERVISOR: Mary Clark 813 881-8021

Tax Compliance Officer Aug 2004Oct 2005 Internal Revenue Service Edison, NJ
  • Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
  • Review selected tax returns to determine the nature and extent of audits to be performed on them.
  • Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
  • Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
  • Maintain records for each case, including contacts, telephone numbers, and actions taken.
  • Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
  • Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
REASON FOR LEAVING: I decided to resign to become an at     home mom. 
MANAGER: Sarina Cartegena 732 777-7239

Taxpayer Resolution Representative Jun 1998Aug 2004 Internal Revenue Service Edison , NJ
  • Enter tax return information into computers for processing.
  • Answer questions from taxpayers and assist them in completing tax forms.
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.
MANAGER: Alyeece Banoczi  732 777-7109

Project Clerk Jan 1995Jun 1998 Internal Revenue Service New York, NY
  • Assisted Revenue Agents with classifying their tax return inventory.
  • Referred case assignments to various units.
Data Entry Keyers Mar 1991Jul 1991 Internal Revenue Service New York, NY
  • Compile, sort and verify the accuracy of data before it is entered.
  • Store completed documents in appropriate locations.
  • Locate and correct data entry errors, or report them to supervisors.
  • Compile, sort and verify the accuracy of data before it is entered.


High School Diploma Jan 1991 Bronx Regional High School Bronx, NY
Accounting II Middlesex County College New Brunswick, NY
Accounting I Rutgers University New Brunswick, NJ

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About this resume

Mortgage Loan Representative II FROM Tampa , Florida RESUME

This is a resume for a Mortgage Loan Representative II in Tampa, Florida with experience working for such companies as HSBC and Randstad Staffing Temp HSBC. The grade for this resume is 0 and is one of hundreds of Mortgage Loan Representative II resumes available on our site for free. Use these resumes as templates to get help creating the best Mortgage Loan Representative II resume.

School Attended
Bronx Regional High School