Customer Service Accounting Assistant
Resume:
FELIX TAM
Tampa, FL ****5
Mobile: 727-***-****
Email: ***********@*****.***
OBJECTIVE:
To join an organization where my extensive finance background and customer service skills are utilized to contribute to the growth of a forward thinking financial institution.
EDUCATION:
California State University, Fullerton
Bachelor’s Degree in Business Administration with a concentration in finance
EXPERIENCE:
Navigator Lending Solutions
March 2015 - August 2015
Clearwater, Florida
Funding and Balancing Assistant
- Responsible for reviewing loan documents and ensure all figures and amounts are balanced properly. This is a time sensitive issue and must be done in a timely manner.
- Manage funding emails and ensure the loans get properly assigned to funders in a timely manner.
- Reviewed batch files and filed documents to the proper location.
JPMorgan Chase & Co
November 2013 - February 2015
Tampa, Florida
Leasing Specialist
- Responsible for handling customer requests to change and update auto lease accounts, and document all pertinent account information.
- Compile all required information to ensure complete customer satisfaction, and help eliminate additional call transfers.
- Understand the customer’s complaint, and locate the source of the problem. Propose an acceptable solution, and follow up to make certain that the customer is fully satisfied with the results.
- Promptly identify any areas of customer service that require attention, in order to improve customer service and satisfaction.
JPMorgan Chase & Co via Mortgage Support Services
December 2011 – November 2013
Tampa, Florida
Disbursement Analyst
- Responsible for reviewing loan documents, as well as processing funding authorizations for Chase's repurchase of loans. This is a time sensitive issue and must be done in a timely manner.
- Supervise the distribution of Executive Summaries to the other analysts in the Disbursements Division
- Manage downloading and printing all documents required for compliance. This includes e-mailing investors to request missing information, and ensuring it is provided.
- Compiling and preparing analysis of financial information into reports using Excel to be submitted for the investor review process.
Camara Home Improvement, Inc.
January 2010 – December 2011
Clearwater, Florida
Mortgage Field Inspector
- Surveyed and inspected homes under foreclosure. Reported the existing conditions of the properties to the corresponding mortgage companies.
Amtec Funding Group
February 2008 – April 2008
Santa Ana, California
Loan Officer Internship
- Contacted various potential customers, in order to consult with them about our company’s services, which consisted of home loans and debt consolidation.
- Filled out the Loan Application forms to assist qualified prospects. For those that qualified for refinancing their home, I would then process their application, run their credit scores, and put together the loan package for the Senior Loan Officer to complete the process.
Associated Students, Inc – Cal State Fullerton
May 2006 – August 2006 (Summer Position)
Fullerton, California
Accounting Assistant
This was an On-Campus position to get hands-on experience in Finance and Accounting.
- Assisted the Accounting Department with data entry, customer service, filing, copying, and other miscellaneous office work
PROFESSIONAL MEMBERSHIPS:
Society for the Advancement of Management
September 2007 – May 2008
California State University, Fullerton
Director of Marketing
In charge of setting up and promoting social activities and functions
Future Business Leaders of America – Phi Beta Lambda
September 2006 – May 2008
California State University, Fullerton
Historian / Treasurer
In charge of membership dues, finances, and creating documentation of events
COMPUTER SKILLS:
- Microsoft Word
- Microsoft Excel
- Microsoft Visual Basic 6.0
- Microsoft PowerPoint
- Microsoft Visio
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