Customer Service Real Estate

Lori Cade 707-***-****

**** ******** *****

Santa Rosa, CA 95403

ab2l8l@r.postjobfree.com

Energetic, motivated self starter, and strong independent worker. Highly adaptable to ever changing circumstances. Key

member in any team with a good sense of humor, excel in developing and executing strategic ideas.

Skills:

• Customer Service: Performed high quality customer service

• Call Center: High volume call center 120 calls per day

• Mortgage Servicing: Worked in many departments throughout company

• Hospitality: Greeted guests poured, and sold fine wines

• Title Searcher: Searched properties for Deeds of Trust, Assignments, Liens etc., recording of documents through

the County Assessor’s office.

• Escrow Assistant: Reviewed loans packages for signing, closed out files paid off existing mortgages and debts

• Dispatch: High volume calls 100 200 per day between driver, dial a ride and the public

• Excel/ Word: Worksheet, and report manipulations

• Point of Sale, Route Match: Worked on data systems through previous employers

Professional Experience

Lake Transit: Lower Lake, CA DISPATCHER

9/2010 4/2013

• Performed scheduling function for manifest, and updates throughout shift

• Scheduled and rescheduled work when necessary, to maintain shift strength, inform relief dispatchers of special

circumstances or condition affecting service

• Monitored operation practice to assure compliance with rules and regulations

• Contacted appropriate law enforcement agencies, medical and supervisor in emergency situation

• Maintained late pickups and cancellation records prepare written documentation, reports and logs

H&R Block: Hidden Valley Lake, CA CSR/Processor

12/2009– 4/15/2010 (Seasonal)

• Greeted Clients, and set appointments for tax specialists

• Answered telephones, directed phone calls to tax preparers

• Processed tax papers, copy tax returns, and get ready for clients signature and payment

• Filed, and copied tax return for company retention records

Compliance Connection: Lark Field, CA Reporting Assistant/Corporate Support

1/2008 – 7/2008

• Monthly Reporting Wholesale for 59 clients, Data Entry to meet state deadline dates

• Brand/Label Registration Wholesale Out of State

• Federal Label Approvals Online/Paper

• Licensing Wholesale

• Filing maintaining client folders

• Carried out Fed X outgoing packages, distribution of incoming mail

• Other tasks as assigned

Pope Valley Winery: Pope Valley, CA Hospitality/Sales

11/2007 – 1/2008 (Part time)

• Greeted Customers, Poured wine samples, explain the different varieties of wines

• Guided tours for winery, and explain the winery family history

• Completed sales purchases of the wines

Luther Burbank Savings: Santa Rosa, CA Commercial Loan Processor/Doc Drawer

6/2007 – 9/2007 (Temporary Assignment)

• Carried out, complied, and submitted loan application information to underwriting for loan approval

• Drew Docs for approved Multi family apartments, Commercial and Residential homes, sent docs to Escrow for

signing via Federal Express

Chase Home Finance: Santa Rosa, CA Assistant Office Manager/Loan Processor

11/2001 – 3/2006

• New Employee Orientation, set passwords, desk setup etc.

• Maintained all compliance reports for timeline deadline, and work with internal bank auditors

• Ordered and maintained all office supplies, machines, leases, and arranged service calls for repair and service

• Customer Service and bank deposits

• Maintained loan pipeline report, held weekly meeting to discuss loan progress, and other needs to complete loan

• Carried out, compiled, and submitted loan application information to underwriting for loan approval

• Confirmed income, bank statements, credit reports, assets, and appraisal information

National City Mortgage: Santa Rosa, CA Lead Loan Processor

3/2001 – 11/2001

• Held weekly meetings to insure team loan pipelines were being processed in a timely manner

• Assisted in training for new employees

• Carried out, complied, and submitted loan application information to underwriting for loan approval

• Followed up with borrower and outside vendors, for missing items needed for loan completion on FHA/VA,

and Residential loans

• Created and mailed approval and denial letters to applicants in compliance with RESPA guidelines.

North American Mortgage: Santa Rosa, CA Loan Processor /Loan Servicing

12/1994 – 3/2001

• Carried out complied, and submitted loan application information to underwriting for loan approval

• Maintained loan pipeline report, delegated weekly meeting to discuss loan progress, and other needs to

complete loan

• Followed up with borrower and outside vendors, for missing items needed for loan completion on FHA/VA,

and Residential loans

• Customer Service: Heavy incoming phone calls, problem solving issues, answered general questions, loan adjustments,

personnel information changes

• Loan Servicing: Paid residential tax bills all states, resolved tax problem issues worked reports,

Incoming mail distribution

• Loan Set up: Loaded new portfolio loans on to servicing system with personal information, real estate tax, social

security number information, etc.

Education:

Yuba College Medical Terminology 4.00 Grade Average

College of San Mateo Cosmetology (Licensed)

Luther Burbank Savings In house Training Courses:

Real Estate Settlement Protection Act, Home Mortgage Disclosure Act, Regulations AA, CC, E.O, P, Fair Lending Reporting

Act.

Contact this candidate