Customer Service Representative

BARBARA M. CORDOZA

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

Manteca, CA 95336

209-***-**** - home / 916-***-**** *******@*************.***

Qualifications

. Excellent problem solving skills/detail oriented

. Works well in both independent and team structured

environments

. Articulate and persuasive in oral and written

presentations

. Microsoft Word and Excel competent

. Organized self starter, works well in a fast passed

environment

Employment History

Panattoni Development Company

Loan Administrator

Sacramento, CA

02/14/00 to 11/14/08

. Maintain an in-house loan database of outstanding

commercial loans

. Input new loan information, monthly verification of balances, and

calculating payments

. Verify loans are in balance with internal accounting which includes,

loan draws, interest reserve payments, principal payments, sales and

loan payoffs

. Trouble-shoot out of balance issues between lenders and loan database

and/or internal accounting information

. Coordinate information for loans and prep year-end tax

file information

Imperial Bank Bank

Service Representative

Sacramento, CA

09/08/98 to 02/11/00

. Opened and closed new escrow and business accounts

. Resolved customer service issues via phone, walk-in and

by mail

. Handled large volumes of cash

Home Savings of America

Customer Service Representative III

Sacramento, CA

08/11/97 to 09/03/98

. Opened new business and personal accounts

. Completed loan requests and set up file with appropriate documents for

loan department

. Promoted to Customer Service Manager as back-up, handling problem

situations

. Trained new tellers

Franklin Resources, Inc

Retirement

Specialist

Rancho Cordova, CA

04/07/97 to 07/31/97

. Sent correspondence to beneficiaries of deceased shareholders

retirement plan funds and set up new accounts for beneficiaries

. Handled beneficiary changes for shareholders, including sending

notification letters and input of new information.

Bay View Bank Products

Officer/Retirement Plans Trustee

San Mateo, CA

10/19/83 to 03/15/97

. Managed 22,000 various retirement plans as the bank's

trustee

. Calculated and monitored monthly, quarterly and annual mandatory

distributions

. Trained branch staff on bank's procedures for retirement

plans

. Interpreted applicable tax laws relating to retirement

accounts. Responsible for reporting tax information for

retirement plan customers

References upon request

Contact this candidate