Customer Service Sales
Resume:
Atlanta, GA *****
**********@*******.***
Kendra Burke
Objective
Driven professional with experience with identifying problems and bringing solutions. Seeking to obtain a productive yet accountable position within the Financial Services industry. Exceptional leadership, effective communicator, planning and organizational skills.
Skills & Abilities
Over 10 years of direct sales and supervisory experience in a financial center environment. NMLS #438049
A team player with a sense of urgency coupled with verbal and organizational skills.
PC savvy within multiple programs including: Microsoft Words, Works, Excel, PowerPoint, Pegasus, Mortgage Cadence, Loan Handler, and Outlook Express, QSI, and CPS.
Experience
Patient Coordinator/Dental One Associates
April 2013-Current
• Maintain HIPAA compliance through patient confidentiality
• Contact insurance companies to verify coverage and fee schedule.
• Complete insurance breakdown accurately and completely 24hrs prior to appointment.
• Coordinate with Treatment Consultant, if applicable.
• Coordinate patient scheduling by providing an accurate appointment sheets.
Personal Banker/Fifth Third Bank
August 2009-Nov 2012
• Assisted in staff meeting going over sales tactics and numbers
• Maintained a working knowledge of the complete line of products and services offered.
• Initiated and maintained customer contact through a variety of methods; community events, seminars, telemarketing, monthly blitzes.
• Established a close relationship with our external partners, such as Mortgage, Business Banker and Investment Representative, etc.
Financial Service Representative/supervisor, flagstar bank
Oct 2006-April 2009
• Delivered exceptional customer service and exercised effective judgment within company guidelines.
• Performed procedural audits within banking center.
• Provided supervisory authorization on high dollar items.
• Assisted within the loan application process.
loan processor/home capital, inc.
jan 2006-aug 2006
• Assist customer in obtaining approval by working with loan officer, underwriter and closing attorney.
• Obtained necessary information (i.e., loan applications, credit documents, appraisals, verification of income, etc.
• Responsible for filling out, verifying, compiling and inputting financial data on loan applications.
• Evaluated each loan to ensure companies’ compliance to Federal regulations and guidelines was met prior to the loan officer submitting the loans to the processor.
loan processor/loan auditor, home loan corp.
jan 2005-jan 2006
• Review of credit reports.
• Communicate with real estate companies and the buyer to get an appraisal of the property completed.
• Reviewed and collected closing conditions to completed loan.
• Auditor for mortgage loans to make sure they were denied under the legal reasons and no discriminations was made.
senior banker/wachovia Bank, n.a.
Aug 1999-Jan 2005
• Assisted customer with opening/closing of accounts.
• Performed inbound/outbound calls.
• Opened checking, saving, IRA, safe deposits, Roth, auto and mortgage loan for customers.
Education
Dental Career Institute-Marietta, GA
Certificate in Dental Assistant and Radiology 2013
Shorter University-Marietta, GA
Associates in Science and Business 2005
References
Upon request
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