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Customer Service Representative

San Antonio, Texas, United States
April 24, 2018

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**** ***** ****** *** *******, Texas 78250

Cell: 210-***-**** H ome: 210-***-**** E mail: D PROFESSIONAL SUMMARY:

Experienced Business Professional with a background in residential and commercial residential as a Realtor and a Legal Assistant, including a background in Banking and Financial Institutions; brings professionalism, a reliable work ethic and exceptional experience in client services, administrative support, research skills, abiding by confidentiality of policies and procedures, plus detailed report creation.


Kaplan University Associates of Applied Science - Paralegal Studies Dec 2013 President’s List

Kaplan University Certificate - Paralegal Studies Dec 2012 Dean’s List

University of Texas Bachelors of Science – Business Administration June 2003 Blinn College Associates of Applied Science – Accounting June 1996 SKILLS, COURSES, CERTIFICATION & LICENSES:

● Law Office Management

● Civil Litigation

● Legal Research

● Legal Analysis & Writing

● Real Estate Law

● Westlaw

● NexisLexis

● 10-key by touch

● MS Office Suite

● Typing: 45-55 wpm

● Bonded – TX (1997 – Present)

● Blitz

● Citrix

● Certified Paralegal Professional

● Real Estate License (Texas)


February 2017 - Present

Randolph-Brooks Federal Credit Union (San Antonio, Texas) Legal Assistant ( Legal Services Department)

● Worked closely under the scope of the attorney while supporting two attorneys per day

● Maintaining daily tasks to ensure that the attorney’s stay up to date on documents and transactions

● Trained in subsidiary legal matters but not fully qualified as a lawyer

● Drafted documents as instructed by the attorney to respond to outside counsel or as instructed otherwise

● Acted as the first contact for the Serengeti Billing System; set up outside counsel in the system; first approval for invoices in the system

● Ordered office supplies, answered phones, sorted mail, calendared and set up meetings

● Over the Externship Program for the Legal Department

● Ensured that the Credit Union Service Organizations (CUSOs) were updated and filed correctly with the Secretary of State

● Complied with rules and regulations of the credit union August 2014 – September 2016 Martin & Drought P.C., (San Antonio, TX) Legal Assistant (Real Estate Department)

● Worked closely under the scope of the attorney while supporting two attorneys per day on average

● trained in subsidiary legal matters but not fully qualified as a lawyer

● Filing documents in a timely manner at the State and County levels on behalf of the client

● Maintaining daily tasks to ensure that the attorney’s stay up to date on documents and transactions

● Drafting documents for multi-million dollar commercial transactions

● Drafted loan related documents on behalf of the attorney

● Corresponded with lenders to ensure that the loan documents were correct

● Responsible for the completion and deliver of all loan documents

● Assisted at Last Will and Testament Ceremonies

● Billed attorney hours on into the TABS system

● Kept detailed documentation of daily activities

● canceling or rescheduling appointments

● offered friendly and professional reception to clients

● copied documents for mailings or for internal distribution

● kept track of files and other records in the office

● liaison for incoming and outgoing phone and mail correspondence

● received calls from clients or other business partners and either answer questions or forward the calls.

● made calls on behalf of the attorney to communicate information to customers, to schedule appointments or to follow up on inquiries Oct 2013 - February 2014 American Income Life (San Antonio, TX) Insurance Agent

● Conduct group presentations at company-sponsored gatherings

● Determine clients' particular needs and financial situations by scheduling fact-finding appointments

● Answer clients’ questions about the purpose and details of products

● Review clients’ accounts and plans regularly to determine a need for plan reassessment July 2012 – Oct 2013 Accenture (San Antonio, TX)

Loan Processor

● Verified and examined information and accuracy of loan application and closing documents

● Interviewed loan applicants to obtain personal and financial data

● Assembled and compiled documents for loan closings

● Answered questions and advised customers regarding loans and transactions Aug 2011 – June 2012 Rose International (San Antonio, TX) MFR Bankruptcy Processor

● Processed Chapter 7 and 13 bankruptcy Motion For Relief (MFR) files for the financial institutions’ attorney

● Reviewed and revised debtors’ accounts in order to gather necessary information

● Verified and reviewed debtors’ information for accuracy Dec 2010 – Aug 2011 Wells Fargo Home Mortgage (San Antonio, TX) Loan Servicing Processor

● Conducted live telephone interviews to pre-qualify borrowers for possible permanent loan modifications

● Provided and extended additional financial options beyond a modifications to non-qualified borrowers

June 2009 – Oct 2010 Aerotek ( San Antonio, TX)

Post Closing Secondary Marketing Specialist

● Ensured title companies forwarded correct documents to USAA to satisfy investor needs

● Acted as investor liaison by reviewing lender’s title policy and security instruments Aug 2008 - Dec 2009 San Antonio College (San Antonio, TX) College Cheerleading Coach

● Incorporated drills and exercises to ensure that team is able to perform safely and in a safe environment with the correct confidence and competence

● Planned, organized, and conducted practice sessions

● Evaluated team skills and reviewed performances

● Provided training directions, encouragement and motivation to prepare for competitions June 2008 - Dec 2010 Northside Independent School District (San Antonio, TX) Substitute Teacher

● Oversaw classroom activities according teacher’s lesson plans

● Supervised students in classrooms

● Enforced administrative policies and rules governing students

● Instructed and monitored students in the use and care of equipment

● Presented subject matter to students under the direction and guidance of teachers The Dream Team Real Estate Firm (March 2006 – June 2008) Realtor

● Interact with buyers and sellers pertaining to real estate transactions World Savings, San Antonio (August 2002-October 31, 2007) Department Assistant III

Check Payments & Adjustments (June 2005- October 2007)

● Correct errors to customer accounts regarding transit encoding errors, double postings, branch errors, and bond redemption errors

● Process reports to ensure that stop payments are made on the proper checks, overdraft accounts are drafting funds as needed, collection items are processed correctly, and bond items redeemed correctly

● Maintain contact with the Federal Reserve to ensure accurate receipt of debits and credits to close cases and remove to balance General Ledger on a daily basis Fraud Detection Department (June 2003- June 2004)

● Fraud Analyst

Administration - ISD (August 2002- June 2003)

● Performed clerical duties such as: correspondence, made flight arrangements, reserved rental cars, arranged rooms for meetings including all food and beverages, answered phones, ordered supplies, took minutes at meetings Hawkins Staffing, San Antonio, TX (Feb 2002- Aug 2002) Temporary employment at Harcourt Psychological Corporation

● Performed quality control on national tests for grade school students Apple One, Anaheim, CA (Aug 2001- Dec 2001)

Temporary employment at Kaiser Permanente Hospital Environmental Services Department

● Performed administrative duties such as correspondence, answer phones, ordered supplies, took minutes at meetings

Travelocity, San Antonio, TX (June 2000 - June 2001) Customer Service Representative and

● Assisted customers with online flight, car, and hotel reservations Accounting

● Contacted customers to resolve Debit Memo's that the company was holding due to wrong credit card information being provided or actual fraud

● Debit memo specialist

Broadway National Bank, San Antonio, TX (June 1997 - June 2000) Teller

● Completed monetary and negotiable instrument transactions for customers

● Handled up to $30,000 daily

QVC, San Antonio, TX (May 1996 - Dec 1997)

Customer Service Representative

● Processes product orders over the phone

● Offered excellent customer service forging long-term customer relationships Skills / Experience

● Advanced Mortgage Modification / Liquidation Option experience (Wells Fargo)

● Post Mortgage experience (Post Mortgage Processor – USAA)

● Advanced Deed / Title completion experience (Post Mortgage Processor – USAA)

● Advanced research experience (Debit Analyst – Travelocity; Fraud Investigator – World Savings)

● Organizational / teaching skills (College Cheer Coach since 2008 w/25yr experience)

● Bankruptcy - motion for relief preparation (Bank of America)

● Loan Modification – (Accenture)

● Administration / Secretarial experience

o 10-key by touch

o Microsoft Products 2003 - present

o 55-65 wpm

o Filing system

o Meeting notes

o Travel, flight, scheduling

o Per diem issuer

o Petty cash issuing & replenishing responsibility

● Bonded (1997 – present)

o Texas

o Requirements met

● Blitz

● Citrix


● Substitute Teaching – high school level (NISD)

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