Customer Service Representative

Erik Pung

Loan Payoff Specialist

San Leandro, CA

***********@*****.*** - 510-***-****

WORK EXPERIENCE

Loan Payoff Specialist

First Republic Bank Loan Servicing - San Francisco, CA - February 2013 to November 2013

Calculate payoff figures based on loan payment history.

Finalize loan payoffs using RMS and Teller banking software. This was a multi- step process that required

auditing customer accounts, analyzing figures to insure numerical accuracy and releasing payoff information

to authorized parties.

Log newly received payoff demand requests into a daily spreadsheet to inform

Loan Officers of their clients' intent to pay off or re-finance an existing loan.

Collaborate with third party financial institutions (banks, mortgage companies, law

offices) on behalf of mutual clients intending to pay off or refinance loan(s).

Process several reports daily for supervisor review.

Process checks to reimburse the client for any overages paid.

Serve as a liaison between the Payoff Department and Customer Service Department.

Customer Service Representative

First Republic Bank Corporate Office - San Francisco, CA - June 2009 to February 2013

Assist high value business and consumer clients with phone inquiries regarding deposit and loan accounts.

Offer phone support assisting clients with product questions and tutorials.

Utilize a number of vendor based programs to service client needs including: ordering checks and/or ATM

debit cards, transferring funds and making loan payments.

Provide Support to multiple departments within the bank including: Loan Officers, Bankers, Deposit Services

and Loan Department personnel.

Experienced with Consumer and Corporate Online Banking platforms.

Customer Service Associate

Union Bank Corporate Office - Oakland, CA - January 2007 to August 2007

Responsible for general corporate account maintenance such as account balances,

address verification and transferring funds into and out of accounts.

Assisted with opening and closing accounts.

Responsible for processing verifications of deposits for inquiring third parties.

Communicated daily with internal and external clients for department product

support.

Van Driver/Team Lead

Bay Cities Auto Auction - Hayward, CA - July 2006 to January 2007

Was responsible for moving luxury cars to designated locations on a large car lot.

Transported employees to and from their scheduled work areas and served as a

liaison between my fellow co-workers and our supervisor.

As Van Driver, was placed in the position of Team Lead which involved delegating

tasks and responsibilities to fellow drivers.

EDUCATION

Bachelors Degree in English Studies

UC Berkeley - Berkeley, CA

2006 to 2008

Associates Degree in Psychology

Columbia Community College - Columbia, CA

2002 to 2006

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