Jerry McGee has over 9 years of experience in the financial industry, including experience reviewing loans for the Home Affordable Modification Program and as a loan counselor, underwriting specialist, and loan specialist. He has also worked in property claims, clinical labs delivery, quality assurance, and various roles at Bank of America and Countrywide Financial Corporation focused on loan servicing, collections, loss mitigation, and short sales.

1. JERRY MCGEE
1211 Settlers Lewisville 75067 Cell: 972-515-7689 Email: JerryMcGee1@Yahoo.com
SUMMARY OF QUALIFICATIONS:
• Over 9 years’ background in the financial industry
• Experienced in reviewing loans for Home Affordable Modification Program
• Experienced Loan Counselor, MLO Underwriting Specialist, Loan Specialist and
Property Claims Specialist
• Skilled in ordering Title to ensure no liens or judgments is active without payment plans
TECHNICAL SKILLS:
• Equator, Loan Sphere, Dart
• Microsoft Excel, Share Point,
• Hlbpm, Lps, As400, FRQ, Client interface, P&P, Draw, Lamp
• Home base, Home saver, Discovery, Breach and compliance, Caivrs, and Foreclosure
compliance
• Tyss Solution Center, Clms, Eps, Idcp, I assit Lsams Remedy Wu Speed Avalya pay
and other corporate programs
EDUCATION:
• Graduated Honey Grove High School – Diploma
• College: ITT Technical Institute - Applied Science and Technology
PROFESSIONAL EXPERIENCE:
March 2016 – June 2016
Property Claims Specialist
Core logic
• Review, analyze, and ensure timely settlement of investor and mortgage insurance
claims and manage aging claims to determine status and bring to closure
• Document and maintain all systems necessary for proper claim handling and follow-up
• Research issues and obtain proper supporting documentation in a timely manner as
requested by investor or mortgage insurance company

2. • Manage application of all claim funds received and provide additional information as
necessary in order to validate all available funds received prior to claim being closed
• Monitor claim process reports to ensure all required responses are timely filed
• Complete timely audits of all assigned claims to ensure all requirements have been met,
and claim process can be validated
July 2015 – Feb 2016
Clinical labs- Courier
Med Fusion
• Prepare temperatures for delivery to, and from Baylor hospitals and clinical labs around
the north Texas area
• Process PBM soft tissue samples, and batches of Ambient, and Refrigerated, frozen
temperatures to be process by phlebotomist for patients during clinical trials
July 2015 - October 2015
Quality Assurance Manager
AT&T
• Performs monitoring to evaluate compliance and quality of service for customer service
calls
• Monitors live and recorded interactions to gather and document compliance and quality
issues
• Researches referrals of suspicious activity and determines next steps
• Navigates monitoring tools, data compilation tools and agent tools
• Provides data for use in measuring customer experience and compliance
• Identifies unexpected agent activity, trends and potential risk areas
• Recommends actions to address risk or opportunity areas
• Conducts special studies, root cause analysis and audits
• Generates ad hoc reports and compiles information for readout
• Facilitates calibration and training sessions. Documents process and procedures
Oct 2014 - June 2015
Nation Star Mortgage - Accounts Resolution
Loan Counselor

3. • Provide underwriting duties to customer going through loss mitigation water fall prior to
execution of loan being booked and capitalized
• Set up repayment plans on accts up to six months to bring accounts past due current
• Provide loss mitigation options for assistance for government, and non-government
loans such as short sale deed in lieu, through loss mitigation water fall, research
bankruptcy and tax and insurance issues
• Provide resolution to delinquency
• Review loans for Home Affordable Modification Program, Quality review of accts under
the Department of Housing and, Development guidelines to ensure guidelines have
been met to avoid penalties, curtailment or loss to the bank
March 2014 - Oct 2014
Account Manager
Bank of America - CMO Credit Card Division
• Provide customer solutions to a moderately complex or escalated issues by providing
seamless delivery of service, sales or fulfillment requests by answering calls text
messages or emails in a contact center environment
• Perform routine account related transactions
• Referring customers to the appropriate line of business for products not supported
• May be required to solve problems and investigate/resolve a wide variety of issues and
requests that include gathering additional information
• Handle escalated issues, by successfully navigating the organization to resolve
customer requests
• Process balance transfers direct deposits and providing knowledge of credit card
rewards and points and offering new lines of credit and cards
Feb 2011 – June 2013
Loan Specialist II
Bank of America - Home Retention Division
• Quality review of accts under the Department of Housing and, Development guidelines
to ensure guidelines have been met to avoid penalties, curtailment or loss to the bank
• Verify face to face letters sent out to home owners, to provide an opportunity for the
home owner to make payment arrangements, such as modification, partial claim,

4. forbearances, or repayment plan under Department of Housing and, Development
guidelines water fall to avoid foreclosure
• Review loans for Home Affordable Modification program, and Federal Housing
Administration foreclosure check list, practices to complete review
• Ensures that loans are audited, and processed in a timely manner, meeting bank and
Federal Housing Administration, and foreclosure guidelines, and time frames, set forth
by the bank and Department of Housing and, Development guidelines.
Oct 2010 - Feb 2011
MLO Underwriting Specialist
Bank of America - Home Retention Division
• Review Files for Federal Housing Administration Home Affordable Modification program
for qualification
• Order Title to ensure no liens or judgments is active without payment plans
• Order field inspections, and order delinquent credit reports, and check for more than one
Federal Housing Administration mortgage and check for judgments
• Verify Neighborhood watch for previous partial claims
• Check for Caivrs for insured endorsement dates, and VA identification for Federal
Housing Administration loans
• Draft and monitor qualified Home Affordable Modification program, verify foreclosure
loans that are seriously delinquent for Federal Housing Administration, and Home
Affordable Modification program participation
August 2009 - Oct 2010
Collections Account Manager
Countrywide Financial Corporation - Home Retention Division
• Acting as a Liaison between the collection and all loss mitigation departments as well as
foreclosure department
• Pre approving and qualifying home owners for loss mitigation assistance for home
owners that are experiencing hardship or are seriously delinquent on their mortgages, as
a resolution to foreclosure

5. • Collecting past due payments as well as taking scheduled payments utilizing speed pay
and mortgage pay on the web and other corporate programs to research and resolve
issues.
May 2008 - August 2009
Soldiers and Sailors Workout Negotiator
Countrywide Financial Corporation - Home Retention Division
• Receive military orders via fax & e-mail to determine whether home owners qualify for
soldiers, and sailor’s military act
• Correcting credit reports& utilizing SRM program as well as reversing payments &
waiving late charges under the civil service relief act Collecting & payment processing
• Following up w/ homeowners once three months delinquency occurs
March 2006 - May 2008
Short Sales Workout Negotiator
Countrywide Financial Corporation - Home Retention Division
• Communicate with real estate agents to sell houses that are in delinquent status while
complying with investor guidelines
• Performed profit/loss analysis on short sales to mitigate loss on delinquent mortgages
• Negotiate purchase price, closing costs and commission with real estate agents to close
short sales
• Negotiate with homeowners to determine financial capability of reinstating mortgages
developing, and implementing financial plans to bring delinquent loans current