Customer Service Manager
Resume:
Jan Oberg
Syracuse, Utah *4075
Summary of Qualifications:
A professional, independent worker with over 8 years experience in
Processing Government FHA, VA and Conventional loans to also include Utah
Housing and USDA loans. Also experienced with OTC (one time close)
Construction loans.
Customer Service and detail oriented with the ability to work without
direct supervision.
Great working knowledge of computer software programs including: Microsoft
Word, Excel, Windows, Quick books, Peachtree, TMO, E3 and Director..
Data Entry experience with the ability to type 51 wpm and proficient
operation of the 10-key.
Experienced in accounts receivable, billing and collections.
Work History: Employment dates are estimated
Bank Of Utah Ogden, Utah
Wholesale Loan processor/Jr Acct Rep 11/1/2009 to 3/4/2010
Currently working with all loan types Conventional, Va, FHA, UHC, and
USDA.
I have received extensive Retail Processor/Jr Underwriter training working
with all Automated Underwriting programs including DU, LP, GUS. Also
ordering Mpa through Utah housing. Extensive review of files analyzing
income, tax returns and credit to determine whether file is complete enough
to submit to Underwriter for final review. Providing excellent customer
service to all customers over phone and email communications.
MetLife Home Loans (formerly First Horizon Home Loans) Cottonwood
Heights, Utah
Wholesale Coordinator II Oct 17,
2005 to Oct 31, 2009
Review and process All FHA/VA/CONV - Purchase, Streamlines and refinances.
Working directly with Brokers and Account Reps to provide excellent
customer service and support in efficient processing and clearing to close
all wholesale loans.
Currently managing 15-20 million dollar pipeline with two account reps.
Working knowledge of Fannie Mae automated underwriting, VA Portal and
Rural Housing website.
I love to help with scenario calls and guideline questions, developing
great relationships with brokers.
Worked in OTC (one time close) Construction lending for 2 years working
directly with brokers to structure and process construction loans, and
rolling those loans to permanent financing once construction was complete.
Also responsible for pricing and locking loans and tracking pipeline.
First Franklin Financial Salt Lake City, Utah
Loan Account Manager
6-05 to 10-16-05
Review and process Sub Prime loans checking for accuracy and documentation.
Including reviewing title policy, REPC, and all underwriter conditions.
Knowledge of Easy Writer I and II (Automated Underwriting System).
Responsible to disclose, lock and doc loans using Loan Quest system.
Managed 10 million dollar pipeline with two account reps. Completed Loan
Account Manager training through company training process.
Department of Treasury Ogden, Utah
Internal Revenue Service
03-05 to 06-05
Tax Examiner/Submission Processing
Review and process Form 1120 Corporate tax and Form 1040 Estate and Trusts.
Duties included review of forms for complete documentation and back up
documents including balance sheet, deductions and beneficiaries. Correspond
with taxpayer for missing information. Code document for further processing
and completion
Department of Treasury Ogden, Utah
Internal Revenue Service 12-03 to 03-05
Tax Examiner/Accounts Management
Reviewed and processed 94x series tax forms. (Small Business) Involved
extensive research of IRS computer system and reference manuals and
materials. Responsible for correspondence to taxpayers and also contacting
taxpayers by phone to resolve issues and discrepancies as quickly as
possible and "First Read" or responding to taxpayers request for abatement
of penalties.
E.M. Systems North Salt Lake, Utah
Office Manager 8-02 to 06-04
Responsible for all billing and collection on commercial accounts. Under
direct supervision of the owner of the company and responsible to handle
the office in his absence. Handled all secretarial duties including:
setting up and maintaining new accounts, filing, organizing office,
answering multi-line phone and preparing invoices and statements.
Dispatched technicians to customer location for emergency service. Wrote
letters and prepared quotes for customers. Ordered and tracked stock of
office supplies.
Star West Distributing North Salt Lake, Utah
Accounts Receivable
2-00 to 08-02
Responsible for all collections on corporate, commercial and educational
accounts. Made credit decisions on past due accounts to release pending
product. Prepared bank deposits, cash drawer and balancing thereof.
Prepared and balanced daily and month end reports pertaining to cash, check
and credit card deposits. Resolved credit card disputes. Responsible for
all secretarial duties including: setting up and maintaining new accounts,
filing, organizing front office, answering mulit-line phone. Provided
customer service to walk in clients. Assist sales manager.
Key Bank of Utah Sugarhouse, Utah
Home Equity Loan Processor
6-87 to 2-95
Process new Home Equity Line of Credit loans checking for accuracy and
documentation. Providing service for life of loan. Including quoting
payoffs and releasing lien with Deed of Reconveyance. Duties also include:
excellent customer service on existing accounts, phone sales and rate
quotes, balancing of accounts, preparing and sending reports of progress to
all branch managers.
In addition, held the following jobs at Key Bank:
Teller
Vault Teller
Consumer loan collections
Consumer loan mobile: working in many
departments such as bankcard and consumer
loans.
Thank you for your time, I look forward to hearing from you!
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