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Assistant Customer Service

Location:
Whitmore Lake, MI
Posted:
March 23, 2019

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Resume:

SARA JAMES

734-***-**** ac8vnq@r.postjobfree.com

OBJECTIVE

Real-estate mortgage/financial professional seeking position, prefer sales.

TALENTS

Broad financial product knowledge. Can advance multiple projects and prospects at once, tenacious problem-sover with a positive attitude. Motivated self-starter, leads with minimal direction, proven effective and engaged Team Member. Expert in Microsoft Office, especially Excel. Best Communication and Customer Service repertoire. CRM salesforce experience. Extensive network of contacts including area clients and referral sources.

PROFESSIONAL EXPERIENCE

LOAN OFFICER [FLAGSTAR BANK] - 3/2015 – 4/2017

Meeting with prospective borrowers to lead applications into closed loans. Maintaining liaison with customers through underwriting, investigating and gathering required information within the requirements of FNMA, FHLMC, FHA, VA, TIL and Federal, State, and Local regulations. Worked with referral partners across multiple branches to achieve common quarterly sales goals. In quarter X of year X closed X volume of loans.

UNDERWRITER [FIRST HORIZON HOME LOANS/LENDER] - 2000 - 2005

Underwriting and clearing to close FNMA, FHMLC,FHA -DU and LP approve/eligible files.

OFFICE MANAGER [MORTGAGE SOLUTIONS OF MI, INC.] - 1997 - 2000

Managing daily office functions of office e.g. payroll for commission employees and accounting. Process and submit loan files to investors for loan approval. Take loan applications, price loans and work with borrowers to meet underwriting conditions. Prepare all closing documents and handle post-closing requests and documents.

VOLUNTEER EXPERIENCE

BOARD MEMBER AND TRUSTEE [CHELSEA EDUCATION FOUNDATION]

Raising monies for grants and scholarships to benefit education in community. Chairing annual Gala Event, responsible for event and delegation of duties.

ASSISTANT TREASURER (2012) & VICE PRESIDENT (2013)

[CHELSEA CHILDREN’S COOPERATIVE PRESCHOOL]

As Vice-President, responsible for developing needed cooperative committees. As Assistant Treasurer, responsible for all co-op tuition payments, and head of scholarship committee.

REFERENCES

Professional and personal references available upon request.



Contact this candidate