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Customer Accounts Call Center

Location:
Charlotte, NC
Salary:
65
Posted:
November 27, 2023

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Resume:

DANIELLE DANIELS

*** *********** **. *********, ** 28262 980-***-****

ad1h8o@r.postjobfree.com

EXPERIENCE

SENIOR OPERATIONS PROCESSOR

WELLS FARGO, 4/2023 – PRESENT – CONTRACTOR/TEMP – ASTON CARTER

Product Open Dept. - Handle on-line applications to open Certificate of Deposits. Duties include reviewing applications and customer accounts verifying account holder information matches and status of accounts along with verifying sufficient fund in the account to be used for the funds to open the CD and there are no discrepancies (suspicious/fraudulent applications). Also responsible for updating customer accounts if any changes are reflected on the applications. Open 35+ CD’s per day. Also responsible for sending confirmation of opened CD’s to customers by email and regular mail.

RESOLUTION SPECIALIST III – FRAUD – CUTOMER CONTACT CENTER

WALMART, 10/2022 – 1/2023 - TEMP POSITION

Call Center –Handled 40-50 calls, chats and emails daily, addressing and responding to customer requests. Responsible for resolving complex issues for store associates, entry-level contact center agents and high-impact customers by researching issues and resolution options. Determined the appropriate resolution utilizing program quality guidelines and program resources, and authorizing customer compensation to achieve customer satisfaction with issue resolutions.

SR. LOAN PROCESSOR, CROSSCOUNTRY MORTGAGE LLC, 11/2019 – 6/2022 – NY TEAM

Gathering and review (pre-underwrite) of all pertinentdocumentation from potential borrower for purchase and refinance transactions. Ensuring all loan qualifications are met (credit reports, income, assets, purchase contracts, appraisals, and title reports)

Ensuring loan files are compliant (ECOA, TRID)

Submission of loan to lenders. Review loan approvals and address all conditions required for underwriting and closing. Issuance of commitment letters to borrowers. Submission of conditions to lenders for clear to close and submission of loans to closing department.

Ability to multi-task with strong attention to detail while meeting deadlines

SR. LOAN COORDINATOR, GUARANTEED RATE, INC, REMOTE, 8/2015 – 11/2019

Gathering and review (pre-underwrite) of all pertinent documentation from potential borrower for purchase and refinance transactions. Ensuring all loan qualifications are met (credit reports, income, assets, purchase contracts, appraisals, and title reports)

Ensuring loan files are compliant (ECOA, TRID)

Submission of loan to lenders. Review loan approvals and address all conditions required for underwriting and closing. Issuance of commitment letters to borrowers. Submission of conditions to lenders for clear to close and submission of loans to closing department.

Ability to multi-task with strong attention to detail while meeting deadlines.

SR. LOAN PROCESSOR, vanguard funding, llc, remote, 8/2014 -8/2015

Gathering and review (pre-underwrite) of all pertinent documentation from potential borrower for purchase and refinance transactions. Ensuring all loan qualifications are met (credit reports, income, assets, purchase contracts, appraisals, and title reports)

Ensuring loan files are compliant (ECOA, TRID)

Submission of loan to lenders. Review loan approvals and address all conditions required for underwriting and closing. Issuance of commitment letters to borrowers. Submission of conditions to lenders for clear to close and submission of loans to closing department.

Ability to multi-task with strong attention to detail while meeting deadlines.

SR. LOAN PROCESSOR, WCS LENDING, LLC, OFFICE/REMOTE, 4/2003 – 8/2013

Gathering and review (pre-underwrite) of all pertinent documentation from potential borrower for purchase and refinance transactions. Ensuring all loan qualifications are met (credit reports, income, assets, purchase contracts, appraisals, and title reports)

Ensuring loan files are compliant (ECOA, TRID)

Submission of loan to lenders. Review loan approvals and address all conditions required for underwriting and closing. Issuance of commitment letters to borrowers. Submission of conditions to lenders for clear to close and submission of loans to closing department.

Ability to multi-task with strong attention to detail while meeting deadlines.

SKILLS

Average pipeline 50-100 loans

Conventional, Jumbo, FHA, VA, USDA, State Homebuyer Assistance Programs, and Non QM knowledge

Customer Service

Outlook, Excel, Microsoft Office 365, typing 40-50WPM

OFAC, SAM, Data Verify

Hogan

Co-ops, condos, multifamily, manufactured homes, new construction

Multi-lender knowledge

Processing loans in many states

DU/LP, VA & USDA processing software

Encompass, Calyx

Credit, income, and asset analysis



Contact this candidate