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Customer Service Administrative Assistant

Indianapolis, Indiana, United States
August 29, 2018

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Kimberly K. Wilson

**** ******* **. ************, **. 46240

317-***-**** (c) or

Efficient and well-organized professional with a diversified background in customer service. Seeking a career

utilizing my management skills. Adept in managing multiple tasks and successfully meeting business goals with

problem solving capabilities. Additional keys to success include:

Work well with staff at all levels and excel in a fast-paced, time sensitive environment.

Committed to exceptional customer service and client relations with an established reputation for quality, customer

satisfaction and results.

Excellent at follow-up and detail; extremely dependable, dedicated and driven as a hard-working team member.

Professional Experience

Fairway Independent Mortgage (11/16 -06/18) Administrative Assistant

Prepared meeting schedules, agendas and meeting calendar for managers and teams.

Provide office service support including inputting data; creating documents; gathering information for

clients; preparing reports; maintaining files; ordering and maintaining supplies for 4 offices.

Respond to both inbound and outbound correspondences via email and telephone.

Performed other duties as assigned such as: NOI reports, VVOE and Adverse reports, Accounts

payable, check request, credit card approval, created magazine ads for 2 loan offices. Maintain the

Fairway FB website. Organized company events.

Fairway Independent Mortgage (06/16 -11/16) Senior Loan Processor

Worked with Loan Officer to determined product suitability; communicated changes to loan officer.

Complies financial and other needed date to complete loan file.

Ordered supporting documentation, such as appraisals, verification of employment, verifications of

deposits, etc.

Evaluated loan application of reasonableness and if needed escalated files for further evaluation.

Communicated with Loan Officer and borrower to obtain missing documentation.

Reviewed files for completeness prior to submission to Underwriting. Obtained documentation needed

to clear conditions, if required, submitted approved files to closing.

Provided excellent customer service to borrower and loan officer vendors.

Union Savings Bank (08/12-06/16) Loan Processor

Ability to meet deadlines, goals, objectives in a timely manner.

Obtain information and take each file from pre-approval to closing.

Review and verify credit reports (FICO, pay history, validate debts, other real estate owned).

Responsible for ensuring that all loan documentation was complete, accurate, verified and complies

with company policy and government guidelines.

Verify and validate supporting income, assets and liability documents to ensure validity.

Ability to multi-task, organize and prioritize work and maintain confidentiality.

Ability to foster a strong team working environment.

Preferred Financial Solutions (12/01-05/12) Office Manager

Responsible for all H/R issues for all employees, scheduling, payroll, assignment of responsibilities,

trained new employees on all policies and procedures.

Created employee incentive programs that effectively promoted the company.

Analyzed financial information of all incoming clients.

Maintained all areas of customer service for over 4500 clients.

Implemented several policies regarding past due clients.

Generated invoices and posted payments to electronic system daily for over 4500 clients.

Cratered new client files, held appointments with clients to assist with financial planning and personal


Provided senior management with weekly/monthly production numbers.

In charge of accounts payable.

Created and maintained employees job description.


Graduated: Fountain Central High School

References upon request.

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