Customer Service Representative

Diane Allen

(Local to Fresno, CA: Available for interview and start immediately)

Profile summary:

Experienced professional with a successful career in business development and administration. Strong customer service orientation. Possess excellent interpersonal, analytical and organizational skills. Proactive approach to maintaining and expanding client base in sales with a focus on customer’s wants and needs. Considered a top producer with a proven track record in mortgage lending specializing in residential home sales, both new and previously owned and refinancing.

Education:

Graduated High School from Saratoga High, Saratoga, CA, November 1969.

Attended other community colleges taking both nursing pre-requisites and business course study. Attended Sierra Valley College in 1995 taking business classes until I was offered the position at Valliwide Bank.

Have taken several classes for continuing education in real estate and lending.

Employment:

Emerald Energy, LLC Fresno, CA, Mar 2008 – Present

Operations, Administration & Trainer

Phones, Filing and all normal office functions. Handle special projects coordinating time lines for a successful completion of a project. Includes research on the specific requirements and implementing the coordination of such. Work with department of Agriculture with the state in receiving necessary permits and phytosanitation certificates. Accounts payable and receivable. Plan travel. Purchase of supplies and root stock. Tracking sales, trees planted, growth records. Meet with city and county planners for projects. Aid with special programs such as carbon credits and B-Cap. Follow project flow from quoting to figuring costs and profits. Hire employees and other HR functions. Coordinate shipping and delivery. Trained the employees on how to grow the saplings in California and China. Events Coordinator for conferences. Worked closely with customers to make sure the ball was always in their court. Over the years have worked actively then part-time as needed.

Alorica Fresno, CA, Jan 2017 – Aug 2017

Customer Service Representative

Worked in a call center answering calls for a wireless phone provider as a customer service representative. Had to answer inquiries about mobile phone products, sales, take payments, make payment arrangements, activate mobile phones, listen to complaints and in trouble shoot problems with defective devices as well as losses from lost and stolen phones and disconnections. Very high pressure to provide fast and accurate information in a timely manner and assist customers with advise on plans, international travel, insurance and other inquiries.

Assured Mortgage Fresno, CA, May 2010 – Present

Mortgage Loan Officer

Originated loans from past clients and realtors for refinance and purchases. Handled conventional and Government financing. Assured was a correspondent lender and I was very active in the beginning. Possessed a NMLS license when it was required, however, I have let it lapse and am only working on a referral basis at this time. When I was actively traveling abroad I only worked part-time referring only to others in the office. My BRE license still hangs there as in-active. The BRE license #00897043 is still active through 3/17/2018.

Citibank, N.A./ CitiMortgage Fresno, CA, Aug 2001 – Feb 2008

Retail Mortgage Loan Consultant

Began by servicing the customers of Smith Barney and self-sourced business from Realtors, CPA’s, attorneys

and other referrals, friends and family. When Citi acquired Cal Fed Bank, I went to work in the branches. In the end serviced 6 of the branches reporting to the home loan center. They no longer have loan consultants.

Chase Bank, Fresno, CA, Apr 1997 – Jan 2001

Retail Mortgage Loan Officer

Began servicing the branch at Fruit & Shaw with processing in a local office on Fruit in Fresno, CA. Manager at the time was Stuart Reichart, now with Bank of the West, last known. Emphasis was bank customers, however, I did quite a bit of realtor and other self-sourced business. Refinancing and purchase business.

WestAmerica, Fresno, CA, Jul 1995 – Nov 1996

Serviced two of the three branches in town. Loan center was in Fresno. We had our own processing and underwriting at the local office. Primarily serviced some of the branch customers but, had my own Self sourced clients as well. Worked with Realtors, builders and other sources.

Worked in Escrow Assistant Escrow officer 1991-1994

Cal Land Title Co. San Rafael, CA, 1991-1993

Central Title, Now Financial Title, Fresno and Clovis, CA 1993 – 1994

First American Title, Fresno, CA 1994

Don Schwartz & Associates, Capitola, CA, Aug 1985 – Feb 1991

Realtor

Top producing Realtor. Listed and sold homes throughout Santa Cruz County. As a co-owner of the business I assisted with running the office. Scheduling of floor duty and all round administrative duties as well as my own book of business. Worked in subdivisions and well as previously owned homes.

Contact this candidate