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Customer Service Real Estate

Location:
Lexington, NC, 27295
Posted:
October 09, 2010

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Resume:

mark e. smith

**** ********** **** ( Lexington, North Carolina 27295-7320 (

abjwjo@r.postjobfree.com ( 336-***-****

Knowledgeable and versatile professional possessing a BS in Paralegal

Studies, BBA in Finance, and MBA with outstanding writing, research, and

conceptual capabilities, over 15 years of experience, and a solid track

record of business solutions, project management, technical support

services, and efficient operations.

analytical ? detail-oriented ? CRITICAL thinker ? communicator

SUMMARY OF QUALIFICATIONS

. DEDICATED AND HARD-WORKING WITH ADVANCED EDUCATION AND EXTENSIVE LIFE AND

WORK EXPERIENCES; CRITICAL AND STRATEGIC THINKER WITH THE ABILITY TO SEE

THE BIG PICTURE AND THINK OUTSIDE-OF-THE-BOX

. Excels in concurrent and diverse responsibilities ranging from detailed

documentation projects to financial and technical support, and client

services

. Strong analytical and problem-solving abilities; works well under

pressure and multi-tasks efficiently

. Highly organized and detail-oriented with impeccable research and

organizational skills; exceptional strengths in mathematics and

communications

. Resourceful self-starter with the ability to work independently or as a

team member with the flexibility to adapt to changing priorities;

possesses extremely strong work ethic and integrity

. Computer proficiencies: Microsoft Office Professional 7 and a variety of

corporate mainframe systems

career achievements/skills

FINANCIAL MANAGEMENT AND TECHNOLOGY SUPPORT

. Accurately processed bank documentation for safekeeping and retrieval

through detailed organization of customer-specific documents including

powers of attorney, trusts, and corporate resolutions

. Provided effective and timely customer credit assistance utilizing AMEX

systems

. Mastered high levels of proficiency with numerous mortgage processing

programs

. Key team player utilizing large and complex computer systems for UPS

customer service and simultaneous night auditing of private resort hotel,

spa, and golf course

. Assisted Wachovia Securities, LLC financial advisors and Wachovia bank

personnel on computer applications for brokerage, IRA, and combined

banking/securities accounts; performed troubleshooting and follow-up

. Marketed and implemented expanded and improved retail mortgage loan

products for small North Carolina banking institutions

RESEARCH AND ANALYSIS

. Utilized refined analytical, conceptual, numerical, computer, and written

and interpersonal skills in development of personal business plans for

Morgan Stanley

. Technical consultant for the Wachovia Connection commercial banking

application; provided exceptional one-on-one customer support and needs

analyses

. Depth of knowledge and extensive application of multi-state financial

programs and guidelines

. Comprehensive and in-depth credit counseling for mortgage clients to

achieve their financing goals and assistance with real estate contracts

OPERATIONS AND ADMINISTRATION

. Full spectrum training and application of long term financial planning

programs with Morgan Stanley; developed advanced levels of proficiency

in capital markets and in-house systems

. Highly motivated, self-employed mortgage banking and real estate

professional representing independent mortgage brokerage businesses

. Comprehensive sales management of a retail clothing store while pursuing

MBA degree

Professional Experience

OPERATIONS SPECIALIST III NOVEMBER 2007-PRESENT

technical support services (contract) January 2007-October 2007

premier branch support specialist July 2004-October 2006

wachovia bank na/wachovia securities, inc.

series 7 and 63 lic. Winston-Salem and Charlotte, North Carolina

sales manager April 2003-August 2004

s&k famous brands, Inc. Winston-Salem, North Carolina

credit analyst/financial advisor March 2002-June 2003

american express, inc. Greensboro, North Carolina

stock broker March-November 2001

morgan stanley

series 7, 66, 31 Securities and fl insurance lic. West Palm Beach,

Florida

self-employed mortgage banking/real estate March 1997-June 2003

fl mortgage broker and realtor lic. West Palm Beach, Florida

North Carolina, Georgia, and New

York

customer service representative/night auditor June 1994-June 1996

hotel internal audit industry Boynton Beach, Florida

Education

BACHELOR OF SCIENCE - PARALEGAL STUDIES OCTOBER 2010

kaplan university, school of legal studies Fort Lauderdale, Florida

GPA: 3.97 (Magna Cum Laude)

Master of business administration - international

business management 2004

american intercontinental university Atlanta, Georgia

GPA: 4.0

bachelor BUSINESS ADMINISTRATION - finance

sam houston state university Huntsville, Texas

professional associations

. KAPLAN UNIVERSITY MEMBERSHIPS:

. Kaplan University Paralegal Club

o Golden Key International Honor Society

o Alpha Beta Kappa National Honor Society

o National Society of Collegiate Scholars



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