Customer Service Representative

Liana Ford

Personal Loan/Customer Service Representative

Garden Ridge, TX

***********@*****.*** - 270-***-****

WORK EXPERIENCE

Personal Loan/Customer Service Representative

Aegis Communications (Prosper) - Killeen, TX - October 2013 to March 2014

• Assisted clients with obtaining unsecured personal loans through peer-to-peer lending company

• Ensured documentation was completed and verified accuracy prior to processing for loan completion

• Worked with major credit bureau Experian to determine interest rates and maximum amount to be borrowed

• Direct Mail responses with clients discussed the process, APR/Interest fees, credit criteria, and qualification

requirements

• Vital data collected for conversion rates (statistics)

Investment Tax Assistant Representative

The Millennium Group, LLC - San Antonio, TX - January 2013 to April 2013

• Provided quality service for members with IRS tax forms 1099-R, 1099-DIV, 1099-B, 5498 and monthly,

quarterly, or annual statements received that pertained to IRA and Non-IRA Mutual Fund, Brokerage or

Managed Portfolio Accounts.

• Reviewed tax documents and explained wash sales and cost basis

• Provided contribution and distribution amounts for retirement accounts

• Assisted clients with navigating through USAA website to obtain tax documents and with importing documents

from Turbo Tax software supported by USAA

Loan Servicing Specialist III

Wells Fargo Home Mortgage - San Antonio, TX - March 2012 to May 2012

• Provided loan servicing assistance regarding payment, tax and insurance research, loan modifications, pre-

payments, payoffs and lien perfection and analyzing solutions for home owner retention

• Responded to inquiries from customers, title companies and internal personnel regarding home mortgage

loans that are delinquent or going into foreclosure

Call Care Representative II

WellPoint, Inc - Savannah, GA - July 2011 to November 2011

• Assisted clients with obtaining referrals to specialty physicians, authorizations for prescriptions/surgeries,

issuing current medical cards

• Received HIPAA training

• Educated clients with coverage options pertaining to their individual medical plan (HMO, EPO or Medi-Cal.)

Claims Analyst III

CoreLogic - San Antonio, TX - February 2009 to March 2011

Accurately processed claims for various mortgage companies. Gathered Corporate Advance Fees (supporting

documentation for completed work on houses to maintain foreclosed properties), which includes but not limited

to Attorney invoices, Property Preservations, Property Inspections, Brokers Price Opinions, and Appraisals.

Contract Opportunities

Inbound Card Services Representative

Randstad - Tampa, FL - March 2005 to June 2005

Data Entry Specialist

Adecco - San Antonio, TX - September 2004 to February 2005

Customer Service Representative

Citibank - San Antonio, TX - January 2004 to May 2004

SKILLS

microsoft office (windows and mac) data entry, alpha numeric, quality control review, basic office skills, mail

sorting

ADDITIONAL INFORMATION

Skills Summary

• Client relations specialist

• Specializing in banking and mortgage industries

Software/Skills

• Microsoft Office Suite

• Avaya software

• Salesforce software

• Social Media set up and maintenance

• Artiva (Payment Software)

• Production Support

Contact this candidate