Customer Service Representative
Resume:
Lourdes Navarrete, San Jose, CA *****
acellf@r.postjobfree.com
Lourdes Navarrete
Objective
To contribute to the success of an organization by fully utilizing my
communication skills and experience in a position offering
growth and advancement.
Experience
02/2010-Current Paul Curiel Insurance Agency
San Jose, CA
Customer Service Representative (Personal Lines Broker-
Agent Licensed)
Answer all incoming calls from clients.
Review client policies on renewal and give options
for lower premiums.
Prepare insurance quotes for autos and home.
Accept payments on existing policies and perform
daily bank reconciliation.
Perform daily activities such as filing, copying,
data entry and scanning.
Keep records of customer interactions and
transactions.
Process cancellation request.
Resolve customer complaints in a timely matter.
10/2007-02/2009 MPINGI
Sunnyvale, Ca
Customer Service Representative
Receive all incoming calls and provide information to
customers about our service and product.
Resolve customer complaints in a timely matter.
Provide billing details to the customer.
Resolve all merchant charge backs.
Sign up new customers.
Communicate with merchants regarding customer arbitration.
Receive all incoming products and enter into system.
11/2006-03/2007 Loan City San Jose, CA
Payment Processing/Borrower Servicing
Process all borrower payments.
Prepare bank deposit slip and deposit bag.
Process ACH through online banking.
Payment reversals.
Pull reports from Access.
Requests impound shortages from investor.
Perform account reconciliation.
Customer service backup.
Forward borrower payments to new investor when a loan has
transferred.
Cut checks for principal reduction and impound overages and
mail to new investor.
Principal Reduction research.
Shortage/Overage write-offs.
Receive and open all insurance mail and research
cancellation notices.
02/2006-10/2006 Countrywide Campbell, CA
Front Office/Funding Assistant
Collect post-doc closing conditions and obtain underwriter
sign off prior to funding.
Package and ship collateral packages and loan files within
prescribed time frames.
Initiate wires to disbursement agents. Follow-up on return
of signed closing package.
Assist in resolving post-closing deficiencies.
Field questions from closing agent. Receipt for and audit
signed closing documents, provide funding authorization to
closing agent.
Coordinate funding with business partners and settlement
agencies to prepare loan documents for closing.
Follow up on after funding adjustments (AFA) and missing
conditions.
Verify Employment.
Order all office supplies
Direct calls to appropriate departments.
Provide loan status to business partners and escrow
officers
Assign Funding packages.
Mail out loan disclosures.
05/2004-12/2005 First American Title Co. Redwood City,
CA
Escrow Assistant
Receive funding packages and input necessary information
into F.A.T.C.O database.
Make copies and assemble funding packages and send them out
to Lenders.
Send recording documents out to proper counties for
recording.
Prepare policy write up forms.
Prepare broker packages.
Prepare closing letter for buyer, borrower, lender,
mortgage broker, listing/selling agents and payoff lender
along with copy of HUD and settlement statements.
Print checks and do fee transfers.
07/2000-11/2002 Grubb & Ellis @Nortel Networks Santa
Clara,CA
Facilities Coordinator/Accounts Payable Assistant
Responsible for the logging, assigning, and documenting all
daily service requests
Scheduled preventive maintenance for the site. These
include plumbing, mechanical systems, fire alarms systems,
electrical, carpentry, janitorial, landscaping, security,
safety, environmental, moves, capital projects and general
maintenance of assigned facilities.
Develop documents, update facilities processes, generate
contractor documents and spread sheets.
Address customer requirements without delays and follow up
to ensure request have been met.
Ensure all vendor files are complete with all the required
documents and updated.
Provide assistance to the accounts payable clerk in the
tracking, logging, account coding, and auditing of invoices
ensuring work is complete prior to payment of invoices.
Assist safety prime in scheduling safety meetings, taking
meeting minutes and publishing them.
10/1997-05/2000 Pinkerton Security @Nortel Networks
Santa Clara, CA
Floater Receptionist
Answer/Direct Incoming calls.
Reserve Conference rooms.
Greet customers.
Issue visitor/contractor badges.
Make and activate new badges for new employees/contractors.
Login all packages.
Education
1991-1994 Central Independent High San Jose, CA
. General Education
Computer Skills
Microsoft Word, Excel, 10-key, Outlook
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