Customer Service Office Manager
Resume:
Laura M. Apeli
Charlotte, NC 28262
*******@*****.***
Objective
To be a part of a team where I can serve and assist people in making better financial decisions for a stable and bright financial future.
Education
Normandale Community College Bloomington, MN 2003
Certificate in Business Administration/
Communications
Milwaukee Area Tech College Milwaukee, WI 09/93-12/95
Associates in Accounting
Professional Experience
Walmart Charlotte, NC. 08/16 – 01/18
Customer Service
Accepting exchange and returns of merchandise, making refund of money to customers, and ensuring that balance of cash is maintained. Activating phone cards and gift cards are also part of the duties of a Walmart customer service associate. Also handles all requests made for money orders.
Roses Inc. Charlotte, NC. 11/15 - 07/16
Assistant Office Manager/Office Manager
Managing front end of store. Assisting cashier with cash drawer, approving returns, assigning daily responsibilities. Managing cash vault.
Printing daily reports, auditing and preparing cash drawer, preparing and balancing daily deposit.
Danetco Charlotte, NC 07/13 – Current
Assistant Office Manager
Support operations by maintaining budget and records.
Managed office supplies and equipment.
Responsible for the efficient flow of the administrative office.
Take phone calls and schedule appointments.
Resolve customer compliant.
Accenture/ Zenta Charlotte, NC 10/09 – 06/13
Mortgage Loan Coordinator
Provided excellent customer service, while being proactively communicating with customers, banking center associate, Realtors, etc.
Ordered credit reports, appraisals, title commitments, IRS and W-2 transcripts, flood certifications, insurance, payoffs, verifications of rent, mortgage, and income, and surveys from the appropriate party.
Conducted verbal verifications of employment and changes mortgagee clauses on insurance for funding.
Assisted Loan Processors with follow-up calls on items ordered and that are still outstanding.
Assisted Loan Processors with Document File Management responsibilities.
Performed other duties as required.
Wells Fargo Bank Fort Mills, SC 03/04 – 06/09
Mortgage Loan Processor (04/06-06/09)
Originated loan applications
Analyzed and record all incoming documents for compliance and loan eligibility.
Verified and validate supporting income, assets and liabilities.
Reviewed and verify credit reports.
Provided recommendation for loan approval or denial.
Mortgage Assistant (03/04-04/06)
Originated loan applications
Analyzed and record all incoming documents for compliance and loan eligibility.
Verified and validate supporting income, assets and liabilities.
Reviewed and verify credit reports.
Provided recommendation for loan approval or denial.
Wells Fargo Bank Minneapolis, MN, SC 02/99 – 01/08
Sales Associate (02/01-01/08)
Developing new clients and increasing deposits.
Coaching tellers on profiling accounts and identifying cross-selling opportunities.
Conducting outbound calls for financial review appointments and follow-ups.
Building effective business relationship with existing and new small businesses by uncovering and meeting their borrowing needs as well as increasing their cash flows with appropriate business products.
Referring to other line of business partners for additional business growth opportunities. Partners include, but are not limited to: Financial Advisor, Mortgage, Trust, Wealth, Business Banking, Treasury Services, and Merchant Services.
Lead Teller (02/99-02/01)
Maintained a cash drawer; balances and audits the cash drawer according to policy and schedule.
Supervised other bank tellers and their cash drawers.
Searched for the cause of an overage or shortage when a teller’s drawer does not balance correctly.
Motivated the other bank tellers to remain friendly and professional at all times
Trained new tellers in bank practice and procedure.
Provided access to the vault and safety deposit boxes.
Replenished and troubleshoots ATM machines.
Relayed information to bank officials; may create reports at the end of each shift for reference.
Other Qualifications
Computer Skills (Word, Excel, PowerPoint), Time Management/ Organizational Skills, Customer Service Experience and Strong Leadership skills
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