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Customer Service

Location:
Cleveland, OH
Salary:
65,000
Posted:
December 11, 2023

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Resume:

ADENA JONES

**** * **** ** ******** Heights, Ohio 44125 • ad1vkz@r.postjobfree.com

216-***-****

EDUCATION

Ohio Notary Expires July 5, 2026

Indiana Wesleyan University Marion, Indiana Present Bachelor of Science - Management

Hondros College Independence, Ohio 2016

Real Estate Certificates Complete

• Ohio Real Estate Principles & Practices Certificate

• Ohio Real Estate Law Certificate

• Ohio Real Estate Appraisal Certificate

• Ohio Real Estate Finance Certificate

Bryant and Stratton College Cleveland, Ohio

Associate of Applied Business G.P.A 3.6

Core Competencies

Recognized strengths in account maintenance and excellent customer service. Strong analytical, accounting, logical, and problem-solving skills. Excel in gathering data from various sources, reviewing information, and analyzing to find conclusions to difficult problems and assisting with escalated issues. Self-starter and self-motivated with strong planning, analysis skills, organizational, and leadership skills. Strong coaching, presentation, and training skills in a one-on-one environment and in a classroom setting. Ability to lead large training sessions. Guide teams in monthly metrics such as: ACW, AHT, call flow and adhere to company guidelines in quality assurance. Proficient with internal PNC systems which includes but not limited to: Loan Servicing Solution, Loan Sphere, MSP (Lending Portal), Mainframe, CACS, and Speed pay. Microsoft Office Suite, Basic Microsoft Access, As400, ISO, LexisNexis, Pinacle, SharePoint, ResWare, Encompass, Total payment, Payment System, OhioBWC.com, ADP Services, PACER (Public Access to Court Electronic Records) and 10 keys.

PROFESSIONAL EXPERIENCE

Akron Cleveland Association of Realtors Broadview Heights, Ohio 2022- present Membership Coordinator

• Primary contact and representative of membership services

• Maintains an accurate member database and promptly records all additional changes, and terminations.

• Inputs all new member applications into the database system.

• Maintains great relationships with all Members and Affiliates.

• Develops monthly reports of new, reinstated and terminated members for the Board of Directors.

• Compares MLS, M1 and ACAR rosters on a regular basis; researches and corrects errors.

• Respond to all phone calls and emails regarding membership at ACAR.

• Generates local, state, and national dues billing bi-annually.

• Generates quarterly/annual CIE dues billing.

• Prepare and submit dues transmittal information to OR and NAR.

• Collects and submits REALTOR Emeritus applications to OR and NAR on a semi-annual basis.

• Collect and process local, state and national dues invoices. First Source Title North Ridgeville, Ohio 2020-2022 Escrow Officer

• Provide a high level of customer service.

• Ability to understand Closing statements, purchase contracts and commitments.

• Understand and follow lenders written instructions.

• Complete CD and balance with the lender

• Schedule buyer & seller closing appointments and coordinate with the notary.

• Confirm with the lender you are clear to transfer title and fund.

• Prepare and file documents with the county recorder.

• Verify transfer of title and disburse all funds. PNC Bank Cleveland, Ohio 2012-2020

Senior Client Solution Specialist

Private Banking Wealth Management

• Offered every client knowledgeable and supportive assistance to meet all needs, financial services and build loyalty.

• Process Business and Consumer International and Domestic wires for PNC Wealth clients.

• Building relationships with title and escrow companies to ensure easy process for clients.

• Cases may vary from responding to tracers requesting confirmation of payment to the beneficiary, cancellation of payment or amendments to the original wire instructions.

• Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports to ensure accuracy of balances and posting of wires.

• Received and screened high volume of internal and external communications, including email and mail.

• Closely monitoring all outgoing wires for potential fraud.

• Review closing disclosures to make sure that the correct wire amount is submitted to the appropriate beneficiary. Recovery Specialist and Pre-Foreclosure Supervisor Home Equity Default Resolution

• Training other Departments and new team members on product knowledge.

• Develop and communicate performance expectations and goals.

• Ability to hire, train, and motivate team members.

• Review monthly matrix on a one on one and team setting.

• Write up and review mid-year and annual reviews.

• Calculates and prepares reinstatement, payoff figures and other debt information to attorneys.

• Resolves customer issues or requests that are escalated by CSR’s.

• Maintained attendance records, reviewed timecards, and assisted in payroll. Loss Mitigation

Home Equity Resolution

• Collecting and reviewing client's documents for loan processing and submitting to underwriter for accurate review.

• Responsible for reviewing, processing, analyzing, unusual or complex individual loan modification packages.

• Follow the customer through the modification process from the beginning to the end.

• Ability to understand closing disclosures and purchase contracts.

• Review financial statements, credit reports, and applicable ratios (i.e., Debt ratios, loan-to-value).

• Communicate with realtors and title companies inquiring about accounts, such as workout programs, charge offs, bankruptcies, repossessions, foreclosures, deed in lieu, short sales, and other programs.

• Performed all activities for Credit cards, Auto loans and HELOC and Mortgage accounts.



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