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Customer Service Manager

San Lorenzo Cacaotepec, Oaxaca, Mexico
September 28, 2018

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

San Leandro CA ***78

415-***-**** –

CAREER GOAL: To establish myself in an environment where I can make a difference by helping the public take the next step in their lives, and mastering my practice in the overall home lending industry.


15+ years customer service experience

Great communication skills

lending experience


Attention to detail

Technical and language skills

ability to multitask

initiative and problem-solving abilities

Prioritizing/Time management



Analyzing information


Wells Fargo- Home Mortgage Consultant- 05/15/2017-Present

Sue Ramirez- Sales Manager- 408-***-****

Co-host open houses, Conduct short close of escrow, Organize files for review, refer to business partners, establish long term relationships

Bank of America- Mortgage Loan Officer 02/2013-05/15/2017

Antero Sarin – Retail Sales Manager – 408-***-****

Co-host open houses, Scrub client financials, build relationships with clients to earn credibility and referral business, Helps customers by answering questions; responding to requests. Build trust with realtors, fund loans

Bank of America- Personal Banker 12/2010-02/2013

Bruno Moita de Deus – Branch Manager 650-***-****

One on one relationships with clients, deepened relations with customers by uncovering customer needs thru asking open ended question, recommending products by restating needs and tie it back thru benefits. Screening and accepting home loan applications. Follow up with customers for escalated issues. Trained new employees on how to uncover and approach sales leads.

Washington Mutual- Operation Supervisor 03/2007-12/2009

Managed the teller line and daily operations (incoming/outgoing cash inventory, dual control access, locating outages, coached tellers, resolved customer issues, case by case decision making on transactions) referred/sold products, maintained above average customer service rating. Achieved 7 consecutive months of 7 of 7 goals; goals: checking account, credit cards, consumer lending, consumer deposit growth, business deposit growth, Investment referral, and mortgage.


10 key, 40 wpm, bilingual (English and Spanish), Software efficient (Excel, Word, Outlook) Down payment assistance certified


Vincent Lau - 415-***-**** Bruno Moita de Deus - 650-***-****

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