Sales Manager
Resume:
Peggy Wilson
Leona Valley, CA **551
ablb89@r.postjobfree.com
I am a terrific ambassador with customers and fellow employees with a fine record of ability to retain and expand
business and peer relationships. I have interacted to an extreme degree with clients, administrative staff, business
peers, and local government offices to obtain and process information and facts needed to resolve business
transactions and customer needs. I am extremely organized and attentive to projects and tasks as well as being a
highly motivated individual who thrives in both independent and collaborative work environments. I am calm and
focused under deadline and can make independent decisions when called upon.
Claims Resolution Level II 2010 to current
First American Home Buyers Protection
16135 Roscoe Blvd., North Hills CA 91406
Mediate with home owners, contractors, technicians, tenants, property managers, and real estate agents in an
inbound/outbound call center to process and resolve claim issues.
Knowledge and application of contractual limits and liabilities and interpretation of covered and non covered items
for claims processing.
Processing and informing home owners of denials and legally required correspondence.
Calculating and processing cash out and outside reimbursement options within company guidelines.
Assisting purchasing to locate and offer replacements for appliances and calling homeowner with status of parts and
replacements of water heaters, air conditioning units, heating units, and other equipment.
Reviewing claims for plumbing and plumbing stoppages, electrical, pool, garage door openers, trash compactors,
and numerous other items covered by the home warranty contract to establish validity of claim including determining
improper installation, modifications, and not normal wear and tear.
Dispatch and maintain appointments for customers and contractors.
Provide home owners with necessary information needed to bring claim to a close.
Adeptness with multifunction and multi-screen computer system for claims processing.
In the top scoring QA group with an average score of 98%
Business Development, Executive Assistant 2007-2008
Excel National Bank
16255 Ventura Blvd. #300, Encino CA 91436
Performed heavy volume of customer calls with inquires regarding fees, balances, loan payments, late payments, billing
questions, and a variety of issues unique to each account which required research and timely follow up calls along with
problem solving and establishing common ground for resolution.
Made sales calls to leads and referrals to introduce products and sent or personally delivered application packages and
promotional materials.
Prepared and sent routine and specific correspondence to existing customers to obtain needs items for transactions in
process as well following up for receipt of these items which required a number of calls and strong communication skills.
Performed exceptional organizational and time management in order to meet critical and sensitive deadlines that
included heavy volume of phone follow up, customer negotiation, faxing, e-mailing, and setting up new loan files.
Made calls for late payments and arranged for customer delivery of items needed for work outs, extensions, and
delinquent loans.
Performed audits and corrections to files to accomplish loan funding or defer delinquencies.
Assisted the SVP Regional Sales Manager with marketing plans, materials, conferences, site visits with clients and
brokers, travel arrangements, and acted as point of contact throughout loan process.
Attended, organized and scheduled sales meetings and loan meetings to keep up to date on bank guidelines and
current industry trends or provide customer arenas for problem solving and presentation of loan products.
Prepared documents, minutes, agendas and forms for customer signing as needed for offsite loan processors to assist
in loan closing and funding which included specific informational details, wording, and conditions.
Maintained calendars, pipelines, scheduled appointments and meetings, ordered supplies and handled vendors for
office needs.
Provided notary service and supervised signing of loan documents on a case by case basis with subsequent
arrangements for delivery to escrow or attorney offices via overnight mail, messenger service, or personal travel.
SBA Loan Processor and Funder 2001-2004
Temecula Valley Bank 27710 Jefferson #A100 Temecula CA 92593
This position allowed me to assist the SVP Regional Sales Manager for Temecula Valley Bank in a satellite office in
Encino California. I performed the same duties as above and enjoyed a productive and growing role in sales follow up
and cross selling.
SBA Loan Processor and Funder 2000-2001
Comerica Bank 9920 S. La Cienega Blvd. Inglewood CA 91311
Prepared and sent application packages and documents for initial loan files using a T Soft program and made
introductory calls to customers and initiated personal customer service.
Prepared needs letters and directly assisted customers with obtaining required items, financial statements, and took the
lead in obtaining hard to find documents and legal items.
Prepared loan documents using LaserPro that included notes, deeds of trust, and security agreements.
Maintained consistent and regular communication with customers, title companies, escrow offices, appraisers,
underwriters, and business development staff to relay progress and time lines.
Obtained on-line reports from IRS offices, title companies, public records, UCC searched, credit reports, and flood
agencies to complete loan files.
Arranged meetings with customers and loan officers and presided over loans signing and notarization as needed in the
office or at the customer's location or coordinated signing at escrow offices.
Responsible for auditing and ensuring that all final items were in place for final wiring of loan funds and followed up with
perfection of collateral.
Prepared monthly closing reports, routine and custom correspondence, and maintained a detailed tickler file.
Handled a heavy volume of phone inquires regarding loan processing requirements, referred sales leads to business
development officers, and provided referrals and information needed for other bank products.
Actively proficient in using fax machines, copiers, multiple phone lines, mail machines,
overnight delivery services, internet, and e-mail.
Assistant Manager, Note Department 1995-2000
First Western Bank 21821 Devonshire St. Chatsworth CA 91311
Maintained credit card accounts, consumer, real estate, and construction loan accounts by generating loan documents,
obtaining current financial statements, contracts, and approvals.
Performed servicing actions on existing accounts that included changes in collateral, changes in corporate officers,
work outs, and liquidations.
Balanced daily loan reports, researched and corrected errors and out of balance accounts.
Posted payments, made calls for late payments, adjusted and calculated interest due, generated billing notices, and
called back all data entry for accuracy.
Handled cashiers checks, money orders, travelers checks, foreign checks, foreign currency, construction vouchers, and
collection items.
Provided customers with options and needs for automatic account transactions and improvements to their existing
accounts and then input into computer system.
Coordinated with title and escrow companies and participant banks for packaging and funding of small portfolio of SBA
loans.
Wired loan funds and boarded loans on to the computer system, calculating due dates and interest due.
Assisted in employee supervision that included training, addressing attendance issues, employee reviews, and hiring.
Excellent References Available Upon Request
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