Customer Service Sales
Resume:
CATHERINE J. LIMA
Reno, Nevada 89511
EXPERIENCE
Microsoft Licensing-Kelly Management
QC ANALYST
November 2008-September 2009
. Reviews license agreements and amendments that update the licenses to
ensure accuracy of account set-up in SAP.
. Serve as an internal resource, interfacing with internal customers and
answering questions related to license activation and generation of
revenue.
. Accurately log all items and create requests for all errors found with
appropriate follow up to ensure correct resolution is completed.
. Complete related duties as required or directed by the Team
Leader/Site Ops Manager
. Analyze root cause and provide feedback on process improvement.
. Review invoice adjustment forms to ensure form is completed accurately
and has correct approvals.
. Strong ability to work independently and carry out assignments with
minimal supervision.
. Very detail oriented, ability to multi task with various projects and
software.
Wells Fargo Bank
PRIVATE MORTGAGE BANKER
January 2008- June 2008
. Sales position/Loan Consultant
. Meet quarterly quotas of $3 million.
. Consistently built client data base by networking.
. Serviced multiple $1 million transactions up to $2.5 million.
. Managed affluent bank relationship clients with 1st and 2nd purchase
money residential mortgages from origination to close.
. Managed and exceeded cross selling of wealth management financial bank
relationships with financial consultants to form strategic
partnerships.
. Formed strategic alliances with local realtors and builders.
. Conduct initial and annual analysis of financial portfolios.
. Managed projects and programs and made improvements in a time
sensitive environment to ensure resolutions fit within clients short
and long term financial goals.
. Consistently ensure that contracts and billings are within compliance.
First Magnus Financial Corporation
MORTGAGE PLANNER
February 2007 - July 2007
. Sales position/Loan Consultant
. Monthly quotas of $500,000 to $1 million.
. Managed and lead team to ensure a positive and successful completion
of projects.
. Responsible for executing contracts and billing in an accurate and
time sensitive environment.
. Consistently built client data base by networking.
. Managed 1st and 2nd purchase money residential mortgages from
origination to close.
. Exceeded minimum standards for customer satisfaction consistently.
. Formed strategic alliances with local realtors and builders.
. Conduct initial, quarterly and annual analysis of financial
portfolios.
Lake Tahoe Mortgage Corporation
MORTGAGE PLANNER
April 2004 - February 2007
. Sales position
. Monthly quotas of $500,000 to $1 million. Exceeded consistently.
. Largest monthly commission in company of $36,000.
. Managed team to ensure positive and successful completion of projects
and exceed goals.
. Conduct initial, quarterly and annual analysis and make solutions and
improvements needed to ensure clients best interest.
. Consulted clients to help integrate their overall largest investment
selection into their long and short term financial and investment
goals and cash flow objectives.
. Managed 1st and 2nd purchase money residential mortgages from
origination to close.
. Consistently built client data base by networking.
. Exceeded minimum standards for customer satisfaction consistently.
. Formed strategic alliances with local realtors and builders.
LOAN PROCESSOR
November 2002 - April 2004
. Responsibilities include ordering appraisals, preliminary title
reports, purchase agreements, credit reports and all verifications
needed for the various loan programs.
. Support loan officers to ensure a cohesive working team dedicated to
the successful completion of loans.
. Position requires attention to detail and organization to ensure
accuracy and completeness in a time sensitive environment.
Corporate Visions, Inc.
OFFICE MANAGER
May 2000 - October 2001
. Managed office logistics, including shipping, payroll, accounts
payable, accounts receivable, inventory and facility maintenance for
an international sales training company.
. Coordinated bi-monthly, week long, on site training seminars for 25
attendees, including roster control, travel and accommodations,
scheduling, materials and facility setup and tear down.
. Maintained, enrolled, monitored and terminated health insurance
benefits for a staff of 20 people.
. Supported local sales staff of 15 with written and verbal
correspondence to clients such as Oracle, Siemens and SAP.
. Routinely assisted senior management team with special projects.
. Coaching/Consulting of customers in high tech industries.
Nevada Banking Company/First Security Bank
LENDING ASSISTANT II
August 1997 - May 2000
. Position required extensive contact with clients, the public and the
community to manage relationships in a manner that enhanced the
overall marketing effort of the bank.
. Responsible for cross-selling bank products and services to
individuals and businesses.
. Prepared a wide variety of complex documents for commercial, consumer
and installment loans, ensuring accuracy and completeness.
CUSTOMER SERVICE REPRESENTIVE
July 1996 - August 1997
. Responsible for ensuring excellent customer service, accepting
commercial and individual deposits, loan payments, and other bank
transactions.
. Proactively resolved client problems.
. Assisted clients with a wide range of inquiries, with a focus on cross-
selling bank products and services.
EDUCATION
. Sierra Nevada College, Incline Village, Nevada, Business Courses
. High Trust Sales Academy
. Strategic Equity Training
INTERESTS
. Member of Women's Council of Realtors.
. Frequent participant in community activities, such as Chamber of
Commerce events.
REFERNCES AVAILABLE UPON REQUEST
Contact this candidate