Sales Customer Service

Megan Wilson

*** * ******* **. ( Orange, CA ***** 253-***-****

Qualifications Summary

Highly personable Customer Service and Sales Support Professional with ten

years experience and a background in administrative type functions.

o Demonstrated ability to gain customer trust and satisfaction,

leading to increased repeat and referral business.

o Organized with strong multi-tasking skills and very goal-oriented.

o Provided sales staff marketing materials and custom projects to meet

their client's needs

Professional Experience

Sun West Mortgage Company - Cerritos, CA March 2009-

Present

AE/Insuring/Servicing

I joined the Sun West Mortgage Team to bring in new wholesale accounts and

service their accounts. After some time the business and industry slowed

and Sun West realized they had over hired new account executives. Due to

my experience and background they have utilized my skills in other areas of

the company.

. Work directly with the government agency HUD in insuring FHA loans -

Primarily Reverse

. Contact customers/borrowers to gather pertinent information for their

files

. Originate retail FHA, Conventional, or VA loans

. Process paperwork as required and as needed.

Bristol West Insurance Group - Orange, CA September 2008-

March 2009

Salvage Assistant

I was placed as a temp to help out the Salvage Department through Apple One

shortly after relocating from Washington. I enjoyed learning another side

of the insurance business and gained in depth knowledge of the claims

process however this was just a job while I searched for the right position

in my career field.

. Call lien holders and request titles to be sent

. Follow up on problem files and find a way to either get proper

documentation for chain of title or find a way around it.

. Called policy holders and claimants to obtain proper documentation

. Follow up on aging reports, track title, fill out transfer

documentation, etc.

Bratrud Middleton Insurance - Bremerton, WA January

2008-August 2008

Insurance Agent/CSR (January 2008 to July 2008)

I started with Bratrud with no prior experience in insurance except for

dealing with insurance through the mortgage process. In less than 6 weeks

I was licensed and fully trained with a book of business consisting of 600

clients. From March-July I successfully met and broke all sales goals set

for me.

. Process all incoming mail for my clients, keep client info updated,

and review policies to verify coverage was correct

. Answer all calls from my clients, process requests for changes and

explain coverage

. Meet with insured in the office to go over paperwork, explain coverage

as well as suggest other coverage that they needed or were available

to them. Attempt to get all lines of insurance from insured.

. Work with underwriters to fix problems, re-shopped when necessary due

to rate increases, non-renewals or cancellations

. Assisted with answering multi-line phone system and transferred calls

to multiple branches when receptionist was unavailable

North Bay Mortgage - Belfair, WA October 2003-

December 2007

Senior Loan Processor/Loan Officer

I started with North Bay Mortgage as an independent contracted loan officer

and then in June 2007 began work as a Loan Processor for the corporate

office. My job as a loan processor was to take the file once the loan

officer has sold the loan and finish it from that point on. This job

required organization, multi-tasking, and good communication to all those

involved in a loan transaction.

. Provide loan officers with program and product information, shop their

customer's loans to find the best loan for their borrower, and study

guidelines to make sure the customer will qualify.

. Work with customers to keep them informed throughout the loan process

and go over any changes that may occur.

. Verify all information given is correct, order appraisals and title

reports and review all documentation closely to problem solve any

situations before the lender sees the file

Loan Officer Duties

. Cold call telemarketing to create new business

. Went to local realtors and other related businesses to promote and

create a referral network

. Created brochures, informational packets, and other marketing

materials to promote business

. Met with clients to discuss loan options, programs and products that

would best meet their needs.

. Sat with clients through loan signings to explain documents and make

sure they understand all terms of the loan.

Home Loan Express - Tacoma, WA June 2003 to

October 2004

Senior Loan Processor

I started work as a junior loan processor with no knowledge of the mortgage

business. My job was to assist in the processing of mortgages for 10-15

loan officers during what was known as the refinance boom. To put it

simply, there was no time for a learning curve. I left Home Loan Express

as the Senior Loan Processor

. Answer phones, pull credit for a loan officer's clients, set-up files,

assist loan officers in having all the information they need to sell

the loan

. Work with customers to keep them informed throughout the loan process

and go over any changes that may occur.

. Verify all information given is correct, order appraisals and title

reports and review all documentation closely to problem solve any

situations before the lender sees the file

. Meet with customers when necessary to go over paperwork

. Coordinate the transaction from beginning to end between the buyers,

sellers, lenders, loan officers and escrow companies to insure an

organized and timely closing.

Tacoma Screw Products - Tacoma, WA October 2000 -

June 2003

Accounting Assistant / Inventory Control

I started at Tacoma Screw Products as a temp working in the warehouse as a

packager. When I left Tacoma Screw in 2003 I worked for accounting, the

warehouse, purchasing, assistant for the outside sales staff, inventory

control, and filled in for other various positions when the company was

short staffed.

. Took daily inventory of entire warehouse to give reports to purchasing

agents

. Processed Accounts Receivables, answered accounting phone calls,

processed Accounts Payables when necessary, data entry, worked up

monthly and yearly reports for sales, called on past dues invoices and

arranged payment plans

. Purchased all office supplies and consumables for corporate office and

10 branch stores

. Assisted the Warehouse Manager when needed with custom projects

Education and Training

February 2008

Insurance Commissioner of WA ( Property/Casualty License - Olympia, WA

July 2007

Department of Financial Institutions ( Loan Officer License - Olympia,

WA

June 2000

Gig Harbor High School ( High School Diploma - Gig Harbor, WA

References

Julie Hoang, Manager ( Bristol West Insurance - 800-***-****

Chris Duskin, Owner ( Home Loan Express - 253-***-****

Cyndy Kolstad, Employment Consultant ( Business Careers - 253-***-****

Marilyn Taylor, CSR ( Bratrud Middleton Insurance - 253-***-****

Contact this candidate