Customer Service Sales Representative
Resume:
Phillip R. Hackett
*******.***@*****.***
Present Address
Cincinnati, OH 45248
Summary
. 7 months as an employee of Fifth Third Bank as a Mortgage Processor
III.
. Three years and nine months as an employee of JP Morgan Chase as a Sr.
Loan Processor
. Three years as an employee of The Huntington National Bank as a
Customer Service Representative and as a Sales Representative.
. Energetic self-starter with excellent analytical, organizational, and
creative skills.
Education
. Bachelor of Science in Family Financial Management, June 2006, The
Ohio State University, Columbus, OH
. Relevant coursework: Retirement planning, Consumer Economics,
Accounting, Economics, Business Finance, Financial Management,
Computer Science and Business Law.
Work Experience
. Fifth Third Bank, Mortgage Processor III (Jan 2013-Present)
o Experience with conventional, FHA, FHA streamline and VA.
o Currently managing pipeline of 50 loans
o Consistently hit required goal.
o Major focus on Quality of loans.
o Provide customers excellent customer service by communicating
within 2 hours of their call or email and by updating them on a
weekly basis.
o Proactive in working with other members of Fifth Third and our
outside vendors in order to help expedite the refinancing
process.
o Review all income and assets documents and update original
application before submitting file to underwriting.
o Major focus on closing loans within 30-45 days.
. JP Morgan Chase, Sr Loan Processor (Feb 2009-Nov 2012)
o Worked as on the CHRP project.
o Experience with conventional and FHA loans
o Currently managing pipeline of 50 loans
o Consistently hit required goal.
o Major focus on Quality of loans.
o Managed pipeline of 100 plus loans.
o Provide customers excellent customer service by communicating
with them on a consistent basis and in timely fashion.
o Review Titles, flood and tax certificates, and appraisals to
make sure they meet current guidelines and standards.
o Proactive in reaching out to other members of JP Morgan Chase in
order to help expedite the refinancing process.
o Review all income and assets documents and update original
application before submitting file to underwriting.
o Major focus on closing loans in a timely fashion in order to
meet and exceed monthly goal.
. Classic Solutions Inc, B2B Sales Representative (Sept 2008-Nov 2008)
o Called on existing clients and took inventory
o Called on prospective clients
o Made outbound phone calls to prospective clients
o Met with prospective clients to analyze needs and make
recommendation
o Performed product demonstrations to help close a sale
. Personal Banker, Huntington Bank ( Sept 2006-Sept 2008)
o Strong focus on meeting and exceeding monthly sales goals, which
includes sale of loans, mortgage referrals, investment
referrals, and obtaining checking accounts, business and
personal.
o Process wire transfers, deposits, CD's and perform other
standard bank services.
o Take inventory and handle the purchasing of inventory to make
sure the office has sufficient supplies to handle daily
activities.
o Create reports on Excel that demonstrate sales numbers.
o Complete auditing in the office when necessary.
o Provide customers with the Best service possible.
. Customer Service Representative, Huntington Bank (June 2005-Sept 2006)
o Process payments, deposits and perform other basic bank
services.
o Answer the phone, resolve the issue at hand or transfer the
inbound call to the right person.
o Refer non customers to our personal bankers to open new
accounts.
o Make customers aware of other products and services that
Huntington offers.
o Provide the best Customer Service possible
Skills
o Microsoft Word, Excel, Access, Power Point
Contact this candidate