Customer Service Real Estate
Resume:
Tania Martinez
Parker, CO
80134
*****************@*******.***
Summary:
. Ability to pinpoint and satisfy customer needs with excellent follow
through
. Confident communicator with customers, management and co-workers
. Ability to work well individually and as a member of a team
Experience:
. Two years experience in the Banking Industry
. Six years experience in the Real Estate field: Mortgage and Title
Insurance
. 12 years experience is Customer Service and Administration
. Created and maintained regular clientele
. Created Marketing pieces for Seminars and Real Estate Agents as well
as a marketing assistant for local Builders, Created Unique Designs
and Ideas/Home Staging and Interior Design
. Computer experience includes: IBM and Mac Systems, Savin Printers and
Copiers/Fax/Scanners; Programs: ACT, First Data, ADS, SIMMS,
Publisher, Jack Henry, Vertex, Stars, Photoshop, Print Shop, Print -
Master, Excel, Power Point and Microsoft Word, Quick Books
Work History:
Paramount Siding & Windows - Berthoud, CO March 2010 -
Current
. Office Manager duties include: Customer Service/Office Administration,
Payroll, Daily Appointment Setting, Deposits, Maintaining Lead List,
Mailers for reminders and follow up to current client data base,
Customer Care and Follow up, Faxing orders, Tax and Insurance
documentation, Ordering of supplies
American Family Insurance - Greeley, CO Sept 2009 -
Jan 2010
. Customer Service, Pre-Licensing, Past due notices, receiving of
premium payments, issuance of insurance cards, PIR card services, MOD
for marketing, and JD Powers participant.
Signature Bank- Windsor, CO Sept 2007 - June 2009
. Locally owned Bank that provided a unique feel through customer
service that I provided as an employee
. Teller: verifies all deposits and withdrawal of monies, daily
balancing, sending branch capture for debit and credits of all
accounts, including of use of Vertex, Jack Henry and Stars internal
systems, answering phones and providing and securing private
confidential information
. Daily reports included: Issuing and Balancing of Check Expense, OFAC
reporting, Return Mail log, Weekly download of programs for Jack
Henry, maintenance of Signature Banks website, Internal Statement
disbursement, Daily Night and Mail deposit(s) and logging of those
transactions, Quarterly internal audits that were mandatory for a
Federal State wide Audits
American Home Mortgage
(formerly Waterfield Mortgage) -Greeley, CO Sept 2003 -
August 2006
. Branch Processor: Verifies file(s) released to processing, handles
deposit of money, received with application; including credit card
transactions, orders appraisal, title work, VOD, VOE, VOM, Est. HUD1,
vesting and survey and hazard insurance, clears exclusionary list,
verifies all signed/needed docs from borrower are in file
(disclosures), follow-up per standards for receipt of all conditions,
and finalize by sending to closing for review of Final HUD and
expedite for funding
. Marketing Director: Advertising, Presentations, Provided daily and
weekly marketing to Clients, Builders and Real Estate Agents, mailings
also, included office administration/receptionist
Security Title Guaranty, CO. - Windsor, Co May
2001 - Sept 2003
. Processor: Review of Title commitment (fees, requirements/exceptions),
Processing of commitment: ordered payoffs, tax liens, corrections
deeds, HOA, H2O, obtain most recent mill levy, prepared advance
closing docs, recording of packages and disbursement of funds to
related parties
. Receptionist/Customer Service Representative: Answering a multi-phone
system, input new orders, invoicing and managed office duties (i.e.
ordered supplies, servicing of office equipment: Printers, PC's, Fax
Machines and copiers )
. Junior Loan Closer: Marketing and maintaining new customers, working
up loan documents on First Data Network System and following through
with Lender, Real Estate Brokers and other related parties,
Presentation and the disbursement of funds
Cardamon-Leavitt Insurance Svs. - Frisco, CO Oct
1999 - Sept 2000
. Customer Service Representative for Personal and Commercial Lines
Insurance
. Accurately maintained customer information in the agency management
system
. Process payments, notices and company claim information
. Assisting with issuance of Auto ID cards, Certificates of Insurance,
Company Claims, Implementing solutions for customers
. Bookkeeping: assisted with the collection of premiums and reconciliation
of accounts as needed, Account Current payables, Direct Bill statements
and Payroll/Commissions
Old Chicago - Greeley, CO Aug
1994-April 1999
. Cocktail Server/Bartender/Hostess: Trained and motivated new employees,
Co-Organized a server training techniques which was in use for over a
year, Attended trainer meetings for new employees, Maintained positive
and professional communication during high stress situations
Education:
AD Banker, Denver Colorado 2009-
2010
Insurance Securities School of Colorado
2009-2010
Aims Community College, Greeley CO 1990-
1991
Colorado State University, Fort Collins, CO
1991-1992
University of Northern Colorado, Greeley, CO
1993-1995
Property/Casualty/Life
Sales / Marketing
Pre-Nursing
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