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Customer Service Manager

Location:
Orange County, CA
Posted:
November 03, 2015

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Resume:

JAMIE KIRKEBY

acsa72@r.postjobfree.com

714-***-****

SKILLS: Word, Excel, PowerPoint, Internet Research, 75WPM, 7000 Numeric/Alpha-Numeric, Data Entry, Outlook, QuickBooks, HotDocs, Timeslips, Calyx Point, Google Email

EDUCATION: 5/2002 California State University Sacramento, B.S. in Recreation and Leisure Studies

2000 Coordinator for Project PLAY (Play-Oriented Lifetime Activities for Youth) for children with disabilities. Project PLAY is a fitness and leisure program for individuals with disabilities that also trains parents, legal guardians, and other family members to provide follow-up instructions and support for program participants in the home.

EXPERIENCE:

8/10/2015 to 9/11/2015

Hightide Settlement Services, LLC Document Preparation Coordinator $21.00

Coordinate with law firms to prepare real estate deeds or other document review on behalf of our clients on a national basis

Ability to explain work flow and vendor requirements to document preparation law firms

Provide excellent customer service

Ability to work in a team environment and in a rapidly changing work environment

Maintain current knowledge of changing systems and procedures specific to the job responsibilities

Develop and maintain solid working relationships with internal and external customers

Provide timely updates and feedback to the Manager regarding needed changes in workflow and procedures

Continuously work with the Department manager to meet and exceed monthly goals set by clients

Meet or exceed monthly document review productivity requirements

4/25/2006-5/26/2010; 9/7/2010-2/12/2015 LoanDocSolutions/Highland Law Loan Document Specialist $28.00

Responsible for assembling and proofing real estate mortgage loan documents on a deadline, using automated document software

Detail-oriented –proofread and QA documents for accuracy and completeness

Customer-friendly interact with clients and vendor partners to aggregate information for escrow

Employee training

Brochures for tradeshows set up

Administrative support as needed

Research

Coding/Redlining to make sure documents are in compliance

Set up documents

Legal assistant

6/1/2010-9/3/2010 Ovation Home Loans Loan Set Up $19.00

Prepare disclosures/re-disclose

Cancel/Deny of Files

Set up loan files for delivery to Processing

Set-up folder

OFAC

Exclusionary list

Print GFE/Sub. fee sheet

Open Title and Escrow

Review loan

Cancelling and Denying dead loans

Credit Package/ File Creation

FHA Case # Assignment; FHA GSA; LDP; CAIVERS

Releasing FHA Case Numbers

Processing GFE/ TIL’s on un-sold borrowers.

Exhibit observable sense of urgency in the execution of all job functions and duties.

Meet or exceed company levels of customer service delivery

Review, print, stack and audit files as necessary

Perform data entry of information into system

Run reports as required and necessary

Maintain daily log

Communicate professionally and effectively with Loan Officers and Processors as appropriate and necessary to ensure the efficient flow of work in department

Maintain acceptable levels of data integrity and quality in execution of job functions

Perform other duties as assigned

8/2004-11/2005 Venture West Funding Loan Coordinator $30,000.00/year plus $15 bonus

Assemble pre-qualification of loan packages, including completing loan applications and loan set-ups and ordering credit and other required reports

Day-to-day management of the Loan Officer’s active pipeline

Proactively serve as a liaison between Loan Officer, Borrower, Realtor, Lender, and VWF’s Loan Processors

Work on marketing materials to gain more prospects

10/2003-4/2004 Nationwide Lending Jr. Processor $18.00/$10 per file bonus

Assist the Sr. processor by ordering and following up on key documents to prepare loan documents for escrow

Ensure that all documents are accurate

Interact with borrowers, insurance companies, banks, loan officers, and investors



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