Customer Service Sales

Location:

Houston, TX

Posted:

December 18, 2012

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Resume:

Customer Service, Sales Support, Administrative Assistant Updated Dec 12, 2012

Educational Brief

BS in Economics from the University of Houston

Work Experience

Liberty Urban

** ********n Wood Drive, The Woodlands, TX 77380

************@*******.***

281-***-****

Summary

Ten plus years in financial fields including retail banking, accounting and lending markets. Consistently recognized for exceptional customer service, problem-solving skills and attention to detail in fast paced environments. Excellent verbal and written communication skills and ability to interface with a wide range of professionals. Proficient computer and technical skills.

Experience

Bookkeeper

4/07- 11/12 Moore Accounting & Consulting LLC Houston, TX

Accurately prepare monthly financial statements for 50 small business accounts. Maintain Bank Reconciliations, Accounts Payable and Accounts Receivable. Visit key accounts on a monthly basis to deliver financial statements and ensure quality customer service. Process Payroll, monthlyelectronic payroll tax payments and prepare and file Quarterly Reports as required by IRS and TWC. Accurately prepare and file sales tax reports and handle insurance and sales tax audits for clients. Advantage, Creative Solutions, QuickBooks and ProSeries Software

Account Manager

4/05 – 1/07 JLM Direct Funding, Ltd Houston, TX

Product expert for national wholesale lender specializing in innovative “niche” programs and Alt-A loans. Assisted Area Sales Manager with broker presentations and training new Account Executives. Worked directly with Brokers and internal staff to ensure quality customer service and expedite loan closings. Problem Resolution Specialist for all areas of loan process.

Broker Service Representative

11/04 – 4/05 Sebring Classic Houston, TX

Supported sales efforts of national sales team through direct contact with brokers on pre-approvals pricing and product issues. Maintained extensive knowledge of Alt- A programs and conventional A loans. Worked directly with management, underwriters and closers to ensure efficient file flow and maintain high customer service level.

Account Executive

8/02 -10/04 CIT Group, Inc Houston, TX

Effectively serviced a pipeline of 40 broker accounts for wholesale lender specializing in A minus credit, Niche loan programs and Texas cash-out refinances. Presented the benefits of lending programs to the broker community. Established new business through cold calling and networking.

Underwriter – Review loan and title documents for approval and adherence to lender guidelines and internal quality control requirements in regards to credit, income and collateral acceptance.

Personal Financial Representative

8/97 –2/02 Washington Mutual Houston, TX

Provided bank products and services to individuals and small businesses. Branch Manager Designee for Customer Dispute Resolution. Consistently scored 100% on secret shops. Operations Supervisor - Responsible for all audit and compliance duties of retail branch with $60 million deposit base. Supervised and trained tellers. Implemented referral contests to increase branch profitability. Prevented losses through attention to detail and excellent customer service.

Education

University of Houston Houston, TX

Graduated 8/02

Bachelor of Science - Economics

Summa Cum Laude

Skills

Degreed professional with 10+ years of customer service experience in financial fields. I am a highly organized, multi-tasking individual with the determinantion and drive to be a dynamic performer with your company. I am seeking a challenging position with a company in the Woodlands area that values quality work and a positive, entergetic attitude. I am reliable, resourceful and efficient and will strive to promote a positive company image.

Job Interests

Job Types(s):

Administrative / Clerical

Accounting / Finance

Industry(s):

Banking / Finance

Employment Type:

Job Location(s):

Conroe / Lake Conroe

Tomball / Magnolia

Oak Ridge / Shenandoah

Contact Information

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