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Customer Service Representative

Location:
Denver, CO
Posted:
February 09, 2016

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Resume:

Tami Wells

**** ****** **, ******, **

720-***-****

actgrc@r.postjobfree.com

OBJECTIVE

Seeking a challenging and rewarding career in a Professional Business environment where my management skills, work ethic, experience and expertise can bring value to an organizations vision and brand.

Customer Service Management

Finance and Accounting

Real estate

Excel

Quality Control Management

Planning and Forecasting

Team Development

CAREER HISTORY AND ACCOMPLISHMENTS

REDWOOD TRUST 2014 - Present

Jr. Client Service Representative

Process data capture for all incoming loans

Process LQA report for Management

Process LP Freddie Mac report for Purchase Reviewers

Process Missing and Corrected data report for Wells Fargo

Process Clear Capital and MERS report

HERMAN GROUP REAL ESTATE 2008 - Present

Broker

Create and implement marketing strategies for real estate sales

Sales coordination and management

Data Management of clients

Customer Service

Implement contracts for real estate transactions

Coordinate inspections

Negotiation in regards to, real estate transactions

LENDERLIVE 2012 - 2014

Team Support Specialist

Perform updating and billing of work orders from the contractor filed

Perform compliance auditing of loan files and documentation

Perform Junior underwriting tasks

Assist with overall pipeline management

Coordinate with 3rd party vendors to assist with both ordering and follow up, and will help drive the overall pipeline

THE BOARDROOM EXECUTIVE SUITES 2010 - 2011

Client Services Representative, 2010-2011

Answer calls for executive suite clients

Manage monthly billing and reports

Update Salesforce with new client leads

Conduct potential client tours

Manage new client files

Order and maintain ordering of office supplies

TIAA-CREF 2001 - 2008

Sr. Annuity Loan and Transfer Associate

Managed Monthly Loan and Transfer Late Report, Quality Post Audit Report, Unit Productivity Report

Point of contact for clients and institutions regarding loan, transfer and default inquiries

Distributed work on a daily basis and processed all difficult work inquiries

Verified processors work and processed unit audit reports

Processed loans and quarterly defaults on retirement contracts

Trained new hires on processes within the loan unit, worked on various project teams enhancing work processes

Worked on numerous supervisor appointed projects

WELLS-POWELL & ASSOCIATES 2004 - 2006

Grant Writing Consultant

Research governmental, foundation and corporate grants

Establish and maintain relationships with funders

Write, submit and track grant applications

Generate compelling narratives for funding applications and reports

Develop project descriptions, evaluations plans

Gather budget materials for applications and ensure compliance with funding requirements

Oversee reporting requirements for grants and contracts

Handle confidential financial records and grant materials with great discretion

COLORADO HOUSING AND FINANCE AUTHORITY 1998 - 2001

Post Closing Technician

Controlled all post-closing documents and repurchases

Followed up on delinquent accounts and provided monthly reports for 20 mortgage lenders

Assisted Human Resources at job fairs

DENVER COMMUNITY FEDERAL CREDIT UNION 1997-1998

Loan Service Representative Responsible for approving, closing and disbursing funds on loans

Responsible for cross selling and opening and closing accounts, offered credit counseling on loans that were denied

Responsible for recording and releasing deeds of trusts

Processed mortgage and automobile title work

BANK ONE 1995 - 1997

Dealer Loan Clerk

Responsible for processing data entry for automobile loans and providing customer service for automobile lenders

EDUCATION AND ENRICHMENT

UNIVERSITY OF PHOENIX Bachelor of Science/Business Management Degree Date



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