Customer Service Financial

P.O Box ******( San Diego ( CA *****

951-***-**** ( *******@*****.***

Hillary P. Richardson

Summary of qualifications

Confident, articulate, and professional speaking abilities and

experience. Enjoy working as a team member as well as

independently. Excellent common sense, judgment and decision

making abilities. Able to coordinate several tasks

simultaneously.

Employment

Aug 2007 - Nov 2009 HBW CA

Financial Advisor

. Educating and helping clients to obtain long and short term

financial goals regarding retirement, tax, and estate

planning.

. Employ excellent customer service skills in follow up,

problem solving, client satisfaction and retention.

Maintain a high level of consumer satisfaction.

2005 - 2007 Cabrillo Mortgage San Diego, CA

Loan Processor

. Processed residential mortgage loans from loan application

to loan funding and closure.

. Consistent and effective oral and written communication

with borrower, lender and third parties to secure pertinent

information and documents for loan funding and closure.

. Data input via PC using Calyx software as well as Microsoft

Word.

. Assisted escrow officer in requesting pay-off demands,

researching and preparing vesting documents, preliminary

title reports and any other escrow issues.

July 2000 - May 2005 Richardson Tax Service, CA

Tax Advisor

. Consistently used analytical, written and oral

communication skills in interacting with the customer to

develop a clear financial picture.

. Utilized active listening skills in communicating with the

client to understand any impacting or underlying issues

that may have assisted in building a strong financial

foundation and arriving at the substantially correct tax.

. Employ excellent customer service skills in follow up,

problem solving, client satisfaction and retention.

Maintain a high level of consumer satisfaction.

Education

The College of Saint Rose Albany, NY

History/Political Science

Computer Skills

Microsoft Word and computer builds

REFERENCES

Available on request

Contact this candidate