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Customer Service Representative

Santa Clara, CA
March 27, 2019

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Vinuta Bhat

425-***-**** Santa Clara, CA


● Provide administrative support to executives and staff

● Skilled in the management of customers expectations and the resolution of conflicts and concerns

● Managed the branch reports and assisted customer queries

● Has reviewed and validated customer loan application documents and has used multiple banking and CRM systems to track pertinent information

● Conducted investigations into validity of customer disputes and resolved individually or assigned cases to appropriate internal teams

Work Experience

Sales Support Assistant,Bank Of America Campbell,Ca Oct 2018

● Performing/point of contact for I-9 paperwork check for new hire

● Assists with the coordination and follow-up with specialists and experts to ensure superior client service

● Responsible for assisting with the administrative duties related to client relationships and identifying client service and sales needs

● Auditing files to make sure it is under compliance requirement

● Performing as mortgage coordinator by helping to make sure the flow of loan process. Customer Service Representative, Wells Fargo Home mortgage, Santa Clara, Ca Sept 2016 - August 2018

● Taking care of on boarding and off boarding tasks and paperwork

● Maintain outlook calendar, scheduling meetings as well as keeping the managers' calendars up to date

● Planning team events and Scheduling of team lunches

● Coordinating travel arrangements, maintain group supplies and submitting the expenses report

● Assisting customers by providing the information requested and addressing employees requirement

● Planning team events and Scheduling of team lunches

● Provide customer service support to internal and external clients

● Coordinating travel arrangements, maintain group supplies and submitting the expenses report

● Maintaining and preparing daily, weekly and quarterly reports

● Managing key log,Assisting team with basic technical issues and providing access to the building. Research Quality Analyst, OCWEN FINANCIAL CORP, Bangalore, India Oct 2011 - Apr 2015 Job description:

• Addressed unresolved customer issues that had been escalated requiring extensive follow-up and research, which helped in addressing angry customers

• Ensured accurate and timely resolutions of disputes

• Identified possible problem areas that would lead to repeat issues and designed methods to provide immediate resolution

• Performed quality check of work performed by the team members (associates) Achievement Highlights:

● Promoted as Research Quality Analyst in October 2013, where I was responsible for approving issues submitted by associates.

● Was one of the company’s most productive loan processors, and excelled at handling customers issues efficiently; personally dealing with over 1,000 issues/month.

● Provided expedient service which was cited as key to consistently high customer satisfaction.

● Ensured compliance with RESPA guidelines, which dictate narrow time windows for loan processing.

● Successfully processed some of the most challenging customers issues. (e.g. Resolved a case with a 20-year history and discovered a small miscategorization that incorrectly impacted a client's credit and imposed numerous fees).


Bachelor of Commerce -2011 from Karnataka University, CSI College of Commerce, Dharwad, India Major Courses:

Accounting, Marketing, Economics, Human Resource Management, Business Environment and Marketing. Strength and Hobbies

Quick Learner

Sketching, stone painting, photography and crafting.

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