Chalee Moreland Resume

Objective

Experienced professional with over ten years customer service, sales

and business administration expertise seeks the opportunity to apply

both a Master's degree in Business Administration and real world

experience to a position where results are rewarded, teamwork is

promoted and success is honored.

Profile

Developing upon a strong background in administration and customer

service, with a focus on relationship building, I emphasis the

importance of teamwork and unity to achieve organizational goals.

Holding a diverse range of experience in many industries including

Mitigation, Mortgage processing, as well as Insurance and Investments

I am able to quickly adapt to any responsibility and any challenge.

Skills Summary

Analyze business reports Microsoft Access Windows XP, Vista, 7, 8

Microsoft PowerPoint Keyboarding 50 WPM

Analyze financials Analyze payroll data

Analyze payroll data Microsoft Excel

Specialty Software

JD Edwards Enterprise Numera Oracle

One SharePoint Urban

Footprints I Portal QAH

CRM Tool

Education

University of phoenix University of HALLMARK COLLEGE

Masters (MBA), 2010 phoenix Associate of Applied

Major: Business Baccalaureate of Science, 2006

Administration Science, 2007 Major: Business

Major: Business Administration

Management

Professional Experience

Tax Assistance Representative: USAA (K-Force, Contractor)

. Assisted USSA clients with account changes, transactions, inquiries

and recommendations.

. Conducted cost base analysis regarding current services and related

products to maximize profit.

. Reviewed current tax forms to provide clarity and instruction on

associated information.

. Processed client requests regarding changes, alterations and

expansions of accounts.

. Identified opportunities for product expansion, additional services

and challenge resolution.

. Counseled new team members regarding performance standards and

client expectations.

Client Support Specialist: SWBC

. Provided service support in loan protection to clients including

Financial and Insurance institutions.

. Analyzed loan portfolios to identify areas of risk and make

recommendations to cover such risk.

. Assessed opportunities for improvement in client support through

additional services.

. Resolved issues involving client concerns by utilizing complex

problem resolution.

. Managed requested documentation concerning policies, certificates

and related requests.

. Provided support to other Client Support team members regarding

client support and service.

Professional Experience (Cont)

Loss Mitigation Specialist: Accenture (Collabera, Contractor)

. Processed loan modifications for various lending institutions.

. Managed client accounts for HAMP and Non HAMP loans.

. Assured correct documentation for loan applications and account

statuses.

. Coordinated with second and third party support agents regarding

account status and client inquiries.

. Provide Quality and Accurate Data Entry Documents for HAMP/Non HAMP

loans

. Directed new Loss Mitigation Specialists as to proper client and

account handling.

Facility Support Representative: Whataburger, INC

. Assisted in contract and terms negotiation regarding vendor and

technician

. Provided direct support to maintenance technicians for service

orders.

. Processed purchase orders for order billing and facility

maintenance.

. Coordinated technicians schedules to allow for quick resolution to

service orders.

. Managed procedure for ordering parts, reconciling expense reports

and general billing.

. Trained and monitored new representatives regarding management of

accounts and service requests.

Account Services Associate: West Corporation

. Provided direct support to clients including simple account

inquiries, complaints, and account modifications

. Managed client accounts to included verifications, applications,

processing and maintenance.

. Documented account changes, associated transactions, inquiries as

well as client concerns.

. Coordinated follow up to customer requests and concerns with

management to assure compliance.

. Assisted with training of new Associates regarding client handling

and support.

Banking Specialist: USAA

. Processed initial bank loans to ensure compliance and accuracy

before forwarding to underwriting.

. Monitored overall loan process to locate ineffectiveness,

duplications and isolate inconsistencies.

. Facilitated internal and external audit requests from associated

regulating agencies.

. Prepared audit review responses utilizing current lending policies

involved with OTS examinations.

. Created monthly quality control reports using audit data findings to

show compliance.

. Provided mentoring to other Banking Specialists to ensure overall

team success and effectiveness.

Professional Accomplishments

USAA:

. Consistently maintained required attendance guidelines.

. Maintained above level requirements for client service and

satisfaction.

. Exceeded company goals and expectations on a routine basis.

S

SWBC:

. Managed a call volume above company expectations and requirement.

. Meet and exceeded overall business and client expectations.

. Recognized for Various Quality service and customer satisfaction

awards

Accenture:

. Awarded Team Lead- SME Role.

. Awarded Quality Excellence Award (2 months in a row).

. Consistently maintained required attendance guidelines.

Whataburger, INC:

. Assigned responsibility of Training New Team Members.

. Provided business "Needs" suggestions on department improvements.

. Received Employee of the month award.

. Promoted to Team Lead.

West Corporation:

. Assigned Team Lead for Various projects

. Awarded Business Sales person of the month

. Received Team player award

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