Patrice Donaldson

Surprise, AZ

ad0p7f@r.postjobfree.com

+1-949-***-****

Ambitious team member offering excellent interpersonal communication, relationship management, customer service and presentation skills. Skilled in training staff and establishing rapport with clients. Self-motivated with exceptional communication and computer capabilities. Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records.

Authorized to work in the US for any employer

Work Experience

CSR

Realtor.com

January 2023 to Present

• Contact leads to get them in touch with an agent to assist with their proper search.

• Completes 425 dials per day

• Succeeds daily goals

• Provided assistance to clients

• Answered phone and assisted customers with changes

• Created customer appointments

• Maintained up-to-date knowledge of customer accounts

• Explained products and benefits

• Operated the live chat

Eviction Clerk

Maricopa County Justice Courts - Avondale, AZ

May 2021 to Present

• Arrange trials and court hearings for Judge,

• Process payments for defendants, set up payment plans for defendants, quash warrants, answer phones, create summons and complaints,

• process Orders of Continuing Liens, wage garnishments, set up Order to Show Cause DET- Clerical

Social Services Agency - Aliso Viejo, CA

2019 to Present

-Prsent

SSA Aliso Viejo, CA

• Clears applicant in CalWin, Meds, and Calheers/Inquires with customer the reason for their visit and customer request to see a worker/Identifies pending task

• Complete 240s

• Ensures RRR packet is complete/ Informs and verifies that the customer is available for interview date and time

• Scans documents into OnBase/Advises CMET that the documents are available for viewing in OnBase

• Forwards application to Intake Board Clerk for assignment Appraiser Processor

LRES - Orange, CA

2015 to 2017

• Computed final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.

• Verified legal descriptions of properties by comparing them to county records.

• Provided information to supervisors, co-workers, and subordinates by telephone, in written form, e- mail, or in person.

• Verified accuracy of records and assured appraisals are in compliance

• Concluded Desk reviews of Real Property Appraisals

• Processed work to ensure deadlines were met.

Jr. Underwriter

AAG Reverse Mortgage - Orange, CA

2011 to 2013

• Reviewed and signed off PTF/PTD conditions.

• Underwrote loans in accordance with FHA and internal guidelines ensuring compliance with company and investor standards.

• Verified accuracy of records and assured appraisals were in compliance.

• Transmitted work electronically to other locations.

• Performed day-to-day administrative tasks such as maintaining information files and processing paperwork.

Teller Supervisor

Wells Fargo Bank - Anaheim, CA

2007 to 2011

• Supervised daily activities of the teller line.

• Trained new tellers, monitored and evaluated their progress.

• Balanced currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.

• Received checks and cash for deposits, verified amounts, and checked accuracy of deposit slips.

• Monitored bank vaults to ensure cash balances were correct.

• Cashed checks, verified funds, paid out money after verifying signatures were correct, and written and numerical amounts agree.

• Counted currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank. Education

Certificate of Completion in Computer Software

Caledonian - Cerritos, CA

August 2019

Associate in Arts (AA) in Administration of Justice Irvine Valley College - Irvine, CA

May 2019

Certificate of Real Estate in Real Estate

Irvine Valley College - Irvine, CA

May 2019

License in Medical Billing and Coding

American Career College - Anaheim, CA

2007

High school diploma or GED

Skills

• Clerical Experience

• Microsoft Outlook

• Underwriting

• Word Processing

• Medical Coding

• Fair Housing Regulations

• Relationship Management

• Medical Terminology

• Management

• Negotiation

• Customer Relationship Management

• Administrative Experience

• Property Management

• Data Entry

• Presentation Skills

• Office Management

• CPT coding

• Medical billing

• HIPAA

• ICD-10

• Medical Records

Certifications and Licenses

Computer Software

Present

Assessments

Work style: Conscientiousness — Highly Proficient

October 2020

Tendency to be well-organized, rule-abiding, and hard-working Full results: Highly Proficient

Customer service manager — Proficient

October 2020

Managing customer service representatives and resolving customer issues Full results: Proficient

Data entry: Accuracy — Highly Proficient

February 2021

Entering data quickly and accurately

Full results: Highly Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

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