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Customer Service Sales

Atlanta, Georgia, United States
February 23, 2018

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Qualifications Profile

Highly professional and goal oriented individual, pursuing a position in an organizaion, offering new challenges and mutual commitment toward success, helping others, and profitability. Strong leadership and teamwork capabilities, as well as effective communication skills and project management abilities obtained. A fast learner with a strong ability of multitasking and organization.

Skills/Software & Systems

Customer Service MRI/Yardi QuickBooks Collections

Sales AS400 Microsoft Office Products Underwriting

Accounting Encompass Data-Entry/10-Key Banking


Tarrant County College, Arlington, TX

Degree – Associates of Arts in Business

Midwestern State University, Wichita Falls, TX

Major of Study – Psychology

Professional Experience

WestStar Mortgage/Goldwater Bank - Irving, TX

March 2016 – Present

Remote Compliance Specialist (Pre-Funding Quality Control)

Review borrower's financial, employment, income, credit risk analysis, source of funds and all needed information to support loan terms for purchase or refinance

Validate and ensure accuracy of AUS (DU/LP) or GUS and calculate LTV, DTI, PMI, HOI and Flood insurance when applicable

Review quality of loans certifying all information is accurate and in accordance with Fannie Mae, Freddie Mac, and federal and state mortgage lending regulations

Ensure that all required items are provided, validated/verified, and meet the program guidelines of FHA, Conventional, VA, and USDA

Verify accuracy of title commitment, appraisal, purchase agreement, tax transcripts, fraud guard, transmittals, and loan disclosures

Verify regulated documents are sent out per TRID guidelines

Provide management a summary of findings and make recommendations for improvements to prevent recurrence of compliance errors

Meet production deadlines, while producing efficient loan results that identify potential risk and negative impact on the bank while maintaining a high level of production

Adhere to all applicable compliance regulations and provide direction to Loan Processor, Loan Originator, and/or Underwriter for fixing discrepancies as needed

HeatTrak - Atlanta, GA

April 2014 – February 2016

Customer Service - Sales Specialist

Receive and process orders from online platforms, email, fax, and phone

Generate quotes based on customer requirements, process order, and freight costs

Accurately process customer orders, verifying that payments and appropriate discounts are applied

Resolve customer issues in a timely manner and processed warranty replacements and defective products

Maintain credit card receipts and reconcile with invoices; Process refunds, contact clients and vendors for accounts receivables and enter data and sell sheets into QuickBooks production system

Organize, maintain, and locate files and documents relating to customers, contracts, vendors, and purchasing with periodic accounts receivable and accounts payable duties

Ace Cash Express- Atlanta, GA

February 2011 – February 2014

Loan Processor (Call Center) – Center Manager (In-Store)

Receive 100+ calls from prospect customers to process title, payday, and installment loans

Verify income, employment, collateral and assets for each customer

In-store: Cash checks and scan into system, complete deposit each shift and count safe

Review accounts to prevent and detect fraud; Investigate potential fraud and suspicious information

Review escalated calls from floor employees regarding customer accounts and unresolved issues

Ensures compliance with established in-house procedures by examining records, reports, operating practices, and documentation

First Convenience Bank – Wichita Falls, TX

June 2007 – December 2010

Teller - Branch Supervisor

Supervise a team of 12 employees and express motivational and leadership skills to help exceed daily goals

Train new employees and discussed policies, procedures and other regulations of the work place

Obtain and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information. Advised borrowers on financial status and methods of payments

Handle customer complaints and took appropriate actions to resolve them

Achieve personal daily and monthly goals each month in a fast-paced environment

Conduct daily, weekly, and monthly sales and operation reports

Conduct surprise audits on bank tellers, following bank and federal procedures

Cash checks, make large commercial deposits, atm servicing and process CD applications

Develop new customers by opening checking, savings, and IRA accounts while maintaining and upselling to existing clients; set appointments to assist current customers with banking products and services

Order and receive cash orders

Process deposits, loan payments, issue money order and cashier checks

Minimize fraud and credit risks by verifying endorsements and check authorizations

Scan batch slips, deposit slips, and checks to corporate office and manually enter information due to illegible MICR lines and data on checks

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