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Customer Service Account Manager

Location:
Anaheim, CA
Salary:
32 an hour
Posted:
January 25, 2024

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Resume:

ANGELA DE LEON

ad23xa@r.postjobfree.com/Telephone: 714-***-**** - Anaheim, CA

SUMMARY OF QUALIFICATIONS

Significant experience and an extensive record of accomplishments and Qualifications in CUSTOMER SERVICE, FINANCING/LENDING, and LEADERSHIP. A highly motivated and creative individual. Possess outstanding communication skills to interact effectively with all levels of management, staff and clientele. Self-motivated and disciplined as well as committed to team participation and development. Ability to meet and overcome customer objections. Works well under stress or time constraints, resolving issues with tact and diplomacy

PROFESSIONAL EXPERIENCE

ACCOUNT MANAGER- HomeXpress Mortgage- Santa Ana, CA Progressive experience in client account management roles, where supporting external customers, problem solving and troubleshooting issues is a part of the daily function. Successful track record of building internal and external customer relationships. Assist Brokers/processors and Title/escrow coordinate files from origination through to funding. Performed various title related duties, Including title report review. Performed a variety of clerical tasks which included typing various forms of correspondence, proofreading various documents and other administrative support tasks. Reviewed all conditions prior to sending to funding and underwriter for approval, income, applications, updated credit reports, escrow and title documents, lease agreements, etc. Send out weekly marketing emails to the book of broker business to capture more business. Oversaw the entire process and monitor each loan individually. Provide a high level of customer service at all times and resolve problems with tact and diplomacy. Provided assistance to the top account executives in the region. Served as key liaison between customers in resolving issues and taking corrective action. Collaborated closely with account executives on obtaining necessary conditions to complete each loan package to funding. Adhere to strict regulations and timelines (1/4/21-8/31/23) LOAN ANALYST Flexpoint Mortgage - Costa Mesa, CA

Directly involved in the management and review of pre-underwritten files. Assist processors coordinate files from origination through to funding. Performed a variety of clerical tasks which included typing various forms of correspondence, proofreading various documents and other administrative support task.Open escrow and title, Performed various title related duties, Including title report review. Performed initial setup of files and preparation of documents. Created title files, documenting all research to compile chain of title. Oversaw the entire process and monitor each loan individually. Reviewed all conditions prior to submitting to the lender for approval. Familiar with DU and AUS systems. Responsible for Ordering Payoffs, HOI and Appraisals and pre-disclosures. Provide a high level of customer service at all times and resolve problems with tact and diplomacy. (3/3/20 to 12/31/2020)

DIRECTOR OF OPERATIONS Lincoln Institute of Body Therapy - Orange, CA Prospect to new enrollment and retain close contact with state agencies. Emphasis on creating and maintaining new curriculum and policies. Managed all office administration., Managed sales and class scheduling. (2/82008 to 7/31/2017). on-site massage clinic.

Worked closely with the city planning and approval department for zoning. Adhere to strict state regulations and laws pertaining to vocational school approvals with the city and BPPE and state agencies

ACCOUNT EXECUTIVE Accredited Home Lenders - Orange, CA Prospect to new brokers and retain close contact with existing accounts. Rollout new products through presentations at key accounts. Generate new business through cold calling, presentations at seminars, personal networking and referrals from satisfied clients. Organize detailed product information for customers. Educate clients on product benefits. Monitor each account’s sales activities to determine strategy and to focus sales effort.

(2006 to 2008)Developed a previously untapped territory. Facilitate sales for other account executives.Received promotion from Account Manager. ACCOUNT MANAGER Accredited Home Lenders - Orange, CA Provided assistance to the top account executives in the region. Served as key liaison between customers in resolving issues and taking corrective action. Acted as back-up support for the Operations Manager. (2001 to 2006) Collaborated closely with account executives on obtaining necessary conditions to complete each loan package.

Adhere to strict regulations and timelines.

Conducted comprehensive training of interns and management trainee FUNDER/UNDERWRITER Citifinancial, Inc. - Irvine, CA Duties included the coordination of all purchases and processing of bulk loans. Obtained and reviewed funded files to evaluate information and locate current and outstanding stipulations. Managed a high volume of documentation, correspondence and telephone calls. Expedited all bank wire transfers for high collateral packages. (2000) ACCOUNT MANAGER WMC Mortgage Corporation - Santa Ana, CA Monitored information for accuracy and ensured time-constraints for funding requirements were consistently met. Compiled files prepared by funding for shipping and pre-funding audits. (1999 to 2000)

Interacted closely with a variety of individuals including clients, brokers and escrow/title company representatives.

Ensured accuracy and timelines in the completion of each loan file. SENIOR FUNDER Coast Security Mortgage - Anaheim, CA Coordinated and completed retail and wholesale originations and fundings. Reviewed loan documents prior to final approval and completion. Directed funds/wire disbursements and prepared financial packages for bank requirements. Worked closely with escrow and title officer representatives in handling loan funding coordination. (1998) ACCOUNT MANAGER BNC Mortgage, Inc. - Irvine, CA

Directly involved in the management and review of pre-underwritten files for both wet and dry funding states. Coordinated files from origination through to funding. Oversaw the entire process and monitor each loan individually. Provided a high level of customer service at all times and resolved problems with tact and diplomacy. Handled loan approval modification requirements.Familiar with LTVS 125% guidelines and funding and compliance procedures. (1995-1998)

EDUCATIONAL BACKGROUND

● Biblical Studies and Leadership classes-Cottonwood College

● Certification in the 40-hour domestic violence counselor/advocate training required by the State of California

● Unleash The Power Within- Tony Robbins

● Massage Therapist -Lincoln Institute of Body Therapy

● Real Estate Principles/Real Estate Appraisal - Golden West College - CA

● Chaplain



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