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Customer Service Manager

Location:
Santa Rosa, CA, 95407
Salary:
17.00 an hour
Posted:
January 09, 2013

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Resume:

K aren Maciejewski

*** **** * * *** Santa Rosa, CA 95407 707-***-**** abmcx2@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Old fashioned work ethic. I am very outgoing and dependable, a team player. Detailed oriented, also

analytical. I’m great at time management and a very hard worker, fast learner. With strong

organizational skills, I am able to prioritize, proficient verbal and written skills. I am able to multi-

task. I am self paced but able to complete tasks within specified deadlines. Abilities include:

20+ years Customer Service Office Manager

Underwriting Assistant Medical Receptionist III

File and Doc Lead Loan Processor

COMPUTER SKILLS

General Publishing Databases Other

Word Asset Wise Ten Key by Touch

Excel Gallagher Data Entry

Acrobat PLQ File/Fax/Copy

Outlook Net Oxygen Collate

Windows E-Point Internet Search Engines

Teller Total Plus Advanced Phone Skills

Sharepoint MFLOS

PROFESSIONAL EXPERIENCE:

Sonoma Bank, Santa Rosa, CA Sept 07/ Oct 12: Loan Servicing Administration/Loan Processor

Office supply ordering, facilities, mail delivery, file pulls, maintain and ship all withdrawn and decline

files for storage, payment processing, filing, reception, insurance. Promoted to a Loan Processor in

2011. Responsible for duties related to loan processing and closing. Identify aspects of transactions

requiring special attention, arrange for funding, and ensure files are fully documented. Maintain

contact with borrowers and their representatives; order necessary 3rd party reports.

• Responsible for setting up loan files and documentation, closing, and funding. Analyze entity

structures and other 3rd party reports related to loan documentation.

• Perform and process draw requests and take action on items affecting the disbursement process such

as change orders, sufficiency of funds, liens, set asides, etc.

• Partner with loan officers/analyst as primary liaison with borrowers and their representatives,

attorneys, and title company representatives.

• Responsible for ensuring all terms of loans are incorporated in the documents, closing conditions are

met, and loans are closed within appropriate time frames.

• Analyze title insurance commitment reports including title exceptions and prepares title/escrow

instructions.

• Responsible for performing file setup and coordinating the activities of legal counsel and title and

escrow personnel. Carry administrative policy and conditions of approval.

• Perform internal accounting functions for fundings, prepare data input boarding sheets related to

loan set-up in bank systems.

File set up, reviewing documents and running reports. Processing withdrawn and decline loans.

Packaging and processing collateral loan docs.

Paul Financial, Santa Rosa, CA Oct/ 04-June/07: Underwriting Assistant

Review incoming underwriting conditions daily to maintain flow of loans to closing department,

provide clear and consistent written and verbal communication to broker/client and internal broker

contacts regarding conditions review and outcome, responsible for loan data integrity entered into

LOS, work in team environment with underwriters to ensure loan conditions are meeting investor

requirements while offering alternatives when needed without affecting overall loan quality, provide

same day responses to internal and external inquiries regarding existing files/ conditions, turn times

and other procedural or underwriting related questions.

Green Point Mortgage, San Rafael, CA May/ 03 – Oct/04: File and Doc Lead

Data entry, set up/input all applications incoming. Social Security checks, VOE’S, mailing out

disclosures, cancelled/ denied/withdrawn loans, change status in system, stacking loan files, keep loans

within compliance. Supervise a team 4-7 people. All aspects of training, keep a detailed log of all loan

applications.

Dr Jerry Roberts, Orthopedic Surgeon, Petaluma, CA 7/02-2/03: Office Manager

Set all appointments, all scheduling aspects of medical office. Acquire/maintain insurance information,

patient files, and referrals. Ordering office supplies, maintenance of all office machines ie: Fax/copier

etc. Receive and distribute all incoming/outgoing mail. All of the office A/P and A/R, Setting up for

depositions and managing Dr Roberts daily schedule. Schedule all operations in conjunction with

Petaluma Valley Hospital and other assisting doctors.

St. Josephs Health Foundation/Cherry Street, Santa Rosa, CA April/00 – June/ 2002:

Medical Receptionist III

Scheduling / maintaining appointments for nine doctors. Obtaining insurance information, collecting

co-pays, maintaining a balance sheet, medical billing, maintaining patient files, medical records, heavy

phones.

GMAC/Homecomings Financial, Petaluma, CA September/98-June/99: Loan Processor

Input all incoming applications, set programs to all loans, do all pricing. Provide constant verbal and

written communication with AE’S, process all cancelled/denied/withdrawn files and keep them in

compliance.

EDUCATION

Rancho Cotate High School, Rohnert Park, CA

Graduated: June 1984 with GPA of 2.5 (General/Business)

Heald Business College, Santa Rosa, CA (Secretarial/Word Processing)

SPECIAL ACHIEVEMENTS

References available upon request



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