Customer Service Representative

Lauren Ward 205-***-**** ***********@*******.***

**** ****** *****, ******** ** 35022

Objective

Seeking a career opportunity in the field of finance and accounts within a established organization to contribute to their growth and

excellence by fully utilizing my education, skills and experience .

Education

Miles College

May 2012 Bachelors of Science, Business Administration

Cum Laude

Relevant Coursework: Financial Accounting I & II, Advanced Accounting, Auditing, Corporate Finance, Financial Systems and Economy, Strategic

Management, Managerial Accounting, Professional Research and Writing, and Governmental Accounting

Experience

Wells Fargo Loan Document Specialist (Team Lead) May 2012 – October 2013

Birmingham, AL

• Recognized as top performer in site, consistently meet operating and customer service goals

• Frequently coached co-workers on effective processing skills, trained team members

• Experience processing conforming and non-conforming loan products, including analyzing and validating data

• Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals

• Assisted manager with daily operation tasks

• Audited loans to insure all loans were within compliance

• Handled escalations timely and efficiently to ensure overall customer satisfaction

• Reviewed and analyzed documentation while interpreting policies

• Approved or denied the loan and communicated the decision to the applicant

• Verified and handled confidential material in a ethical manner

• Provided professional communication on all levels for internal and external clients

• Proficiency with Microsoft Office Suites

Volunteer Income Tax Assistant (VITA) Tax Accountant January 2012 – May 2012

Birmingham, AL

• Maximized potential clientele through marketing and advertisement

• Prepared or assist in preparing simple to complex tax returns for individuals or small businesses

• Reviewed financial records such as income statements and documentation of expenditures

• Interviewed clients to get a thorough picture of financial situation

Venturi Staffing (BBVA Compass) Customer Service Representative June 2008 – December 2008

Birmingham, AL

• Delivered superior customer service by consistently providing premier customer satisfaction

• Maintained a position of trust and responsibility by keeping all customer business confidential

• Decipher customer needs and offer the best solution based on proper company policies

• Intermediate skills in computer terminal and personal computer operation

• Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies

• Intermediate experience, knowledge and training in banking operation activities, terminology and products and services relating to retail

and commercial account customers

• Assisted with reconciling various checking, saving, and overdrawn accounts

Professional Organizations

National Association of Black Accountants (NABA)

References Available Upon Request

Lauren Ward 205-***-**** ***********@*******.***

Delta Sigma Theta Sorority, Inc.

References Available Upon Request

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