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Customer Service Manager

Location:
San Francisco, CA, 94129
Posted:
March 09, 2010

Contact this candidate

Resume:

Ramona Vida *** F. Quarry Road

San Francisco, CA 94129

Cell: 415-***-****

Cell: 415-***-****

abm58o@r.postjobfree.com

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Objective

I am interested in becoming a part of your team of great

individuals. I would like a challenging position that enables me to

enhance my experiences as well as take on new ones, and one that

would allow me to contribute to the business needs of a growing

fast paced company.

Experience

East West Bank (United Commercial Bank)

July 2005 - Present Investor Reporting San Francisco, CA

Manager

Responsible for overseeing investor reporting, loan maintenance,

reconciliation of bank accounts and support other departments with

working knowledge of system capabilities.

Supervise and train Servicing Assistants, making sure daily work is

completed and reviewed.

Support other departments with servicing expertise on the write up

for new loan documentation and participate in implementation of new

policies and procedures.

Support Loan Servicing Manager on various projects such as internal

and external audits, conversions, loan sales, and testing new

features on test bank.

Process daily advances, curtailments, monthly payments and

participation remittances.

Provide service to internal and external customers.

Provide servicing for single family, multi family, HELOC,

commercial and SBA loans.

Prepare investor reports for Schedule/Schedule and Actual/Actual

loan pools.

Prepare and electronically transmit monthly and daily remittances.

Process all investor inquiries.

Process and maintain loan sales to investors.

Certify the monthly reconciliations of Bank Demand Deposit Accounts

and General Ledgers.

Assist in the implementation of Bank mergers and conversion of loan

systems.

Research and assist in the communication and correcting of

transaction differences.

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United Commercial Bank

May 2003 - July 2005 Loan Servicing San Francisco, CA

Assistant

Retrieve and review expired commercial loan insurance report.

Correspond with insurance agents and/or borrowers to obtain current

evidence of property, liability and/or business personal property

insurance.

Force place insurance coverage on loans with expired insurance

policies.

Maintain fore placed loan accounts.

Process the payment of force placed billings.

Process any cancellations with the force placed insurance company

and maintain the loan account.

Coordinate the retrieval of paid loan files.

Prepare the release of documents such as Reconveyance and UCC

Financial Statements.

Track and mail documents to County and/or Secretary of State.

Answer and assist customer phone calls.

Distribute daily mail such as US mail, inter-office mail, and

overnight deliveries.

Assist in the filing of insurance documents.

Assist in the retrieval of any insurance files that may be

requested by other departments.

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Citibank, N.A.

January 1997 - Credit Assistant

February 2003 Hagatna, Guam

Process new loans - Personal, Auto, and Ready Credit

Prepare loan documents.

Create, maintain and close accounts.

Input customer information and book loans into bank system.

Maintain account changes on bank system, i.e. extension of maturity

date, rate change, address change.

Process payments and payoffs.

Process charge-off and recovery accounts.

Control and secure Cashier's Checks.

Microfilm daily transactions and bookings.

Filing and pulling of consumer loan credit/security files.

Review on-line all new Personal, Auto, and Ready Credit loan

bookings for correct data input.

Set-up Global Relationship Banking customer profile.

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Citibank, N.A.

January 1995 - January Customer Service

1997 Representative Hagatna, Guam

Process cash, check and yen deposits through the Teller Line,

Deposit Express Machine, Automated Teller Machine, and Night Bag

Drop.

Process cash withdrawals.

Process cash advances for credit cards.

Issue Traveler's Cheques and other bank drafts.

Service and replenish the Automated Teller Machine.

Complete forms such as the Currency Transaction Report when needed.

Assist in balancing the currency bank vault.

Assist in preparing currency shipments.

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Education

John F. Kennedy High School

Loan Servicing Systems

LPS

FIS Insight

PCFS 2000

Bankserv

Blackline

OSI Evision Check

Research

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Training Programs

Excel Intermediate 09/2001

Building Strong Customer Relationships 10/2001

TIL and ECOA for Credit Cards 01/2002

EFTA for Credit Cards 02/2002

Consumer Lending 03/2002

Anti-Robbery Training 11/2002

BSA/AML Training 11/2002

Various bank courses taken through the Regulatory University

Website. 2003 to Present

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Summary of Qualifications

Extremely organized. Recognized for the ability to prioritize,

coordinate and efficiently complete multiple tasks. Strong in

attention to details, deadlines and directions. Able to work

independently and displays initiative. Able to articulate subject

matters concisely for internal and external customers. Works well

with others; a real team player. Able to complete projects with

little or no supervision. Able to analyze and accurately assess

needs, set goals and objectives, and devise workable plans for

accomplishing objectives.

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References

Rena Tipton, First Vice President/Loan Servicing Manager

United Commercial Bank, San Francisco, CA 415-***-****

Kim Snowden, Assistant Vice President/

Customer Service Manager

United Commercial Bank, San Francisco, CA 415-***-****

Erwin Perez, First Vice President/Marketing

Citibank, Guam 671-***-****

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