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Customer Service Manager

Peoria, Arizona, United States
$70,000 to $75,000
September 12, 2018

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Diana Fahringer

**** **** ******* ****

Peoria AZ 85382


Professional Aspiration:

I am looking for a position with a stable income. I have worked in a 100% commission based position for over 10 years. I have over 30 years of experience of working in high stress, time demanding, and multi-tasking roles. I am organized, adept at pinpointing problems and formulating solutions. I embrace technology and learn software programs quickly. I am an accomplished researcher, interviewer and coordinator. For the past four years I have been managing a homeowner community: preparing annual budgets, working with vendors, enforcing homeowner rules and managing special projects such as renovation of $320,000 water retention reservoir. I am proficient at determining what needs to be done and finding a way to complete it. Work Experience

Mutual of Omaha Mortgage Mortgage Loan Consultant

Nov 2017- Present

Determine customer needs and specifications

Conduct customer interview, Discovering file nuances Troubleshoot, research and resolve problems

Create a plan and execute presentation of facts to underwriting Manage workflow, deadlines and vendors for each transaction Build and maintain Referral Partner Relationships

Maintain Advertising, CRM, Marketing and event planning Analyze complex tax returns, personal and business. Wells Fargo Home Mortgage Builder Division Consultant Sept 2016 - Oct 2017

Build and maintain Builder relationship. Created $23,000,000 loan pipeline Monitor workflow for 12 – 18 month construction schedule Coordinate individual transaction milestone and deadlines Certified Relocation Specialist

Maintain communication with borrowers, builders and title companies Troubleshoot and resolve problems

Manage loan timelines and milestones

Maintain 85% Pull through ratio

Coordinate departmental process and status creating reports Toll Brothers/ TBI Mortgage Builder Division Consultant Jun 2015 - Sept 2016

Manage 50 to 75 transaction file load

Coordinate lending milestones with construction milestones Create and manage builder reports for timeline coordination Monitor workflow for 9 – 24 month construction schedule Process file for initial approval, maintain updates and process for final approval Customer Service maintained through telephone communication and email Resolve problems and manage expectations

Maintain Education and licensing requirements for licensing in five states. Imortgage Residential Loan Consultant

Aug 2011-Jun 2015

Build relationships with Realtors and Referral Partners. 100% outside sales Maintained Conforming closings of 10 -15 loans monthly, $5,000,000 in Received Service Excellence Award 2014 & 2015

Manage process from application to close.

Focus Mortgage Services, Inc. President / Manager

Feb 1998 – Feb 2011

Owned and operated Mortgage Broker office

Setup office procedures and automated systems.

Negotiated wholesale lender agreements

Responsible for Loan Processing, Compliance, Licensing, and File Delivery Managed 5 staff positions and 4 sales positions

Developed and implemented marketing plan

Human Resource duties including hiring, reviews and compliance Community Service

Silverton Deer Village HOA Board of Directors - President Mar 2014 - Present

Create and oversee annual budget

Enforce community documents such as CC &R ‘s and Bylaws. Preside over meetings and voting procedures.

Recruit board members, committee leads and committee members. Liaison with homeowners, solve problems.

Monitor board activities, agenda, budget, and special projects. Authorize collection process and legal actions against homeowners Anticipate issues, establish long-term plan,

Mentor future leaders and coordinate resources.

Promote the community and establish team and community spirit. Skills

• Highly organized and efficient; Use Outlook, One Note, Good Note, Sales Force and CRM to manage time, tasks and contacts.

• Use software tools to communicate, implement and Process; Microsoft Word, Excel,, Power Point, Concur, PeopleSoft, Encompass, Calyx,

• Process Conventional, Jumbo and Government loans

• Proficient with Interviewing and discovery skills

• Financial Analysis, Tax returns, Profit & Loss, Balance sheet, Budgeting Education Bachelor of Arts Degree

Briar Cliff University Sioux City IA

Major- Business

Minor- Accounting

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