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Senior investor service specialist

Location:
Des Moines, IA
Salary:
26/hr
Posted:
January 31, 2024

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Resume:

MARK DEGEN

Des Moines, IA *****

ad29fl@r.postjobfree.com

515-***-****

• Ability to organize and manage multiple programs and process work in priority and meet deadlines

• Extremely successful time management skills and resolving complex operational tasks to completion

• Able to effectively collaborate and maintain working relationships with peers and higher level management

• 28 years of experience in a professional office setting including data entry, default accounts payable, claims, reversals, billing expenses, payments, loss mitigation, risk management, quality assurance audits, customer service, phone experience

• Extensive knowledge of Microsoft Office, Excel, Word, Outlook, PowerPoint

• Leadership skills including: coaching, training and mentoring

• Use analytic skills to solve problems, stay in compliance and assess risks, update and use procedures Work Experience

Senior Investor Services Specialist, (Investor Services/Analyst) Wells Fargo Home Mortgage - West Des Moines, IA

August 2006 to Present

• Correcting edits from Freddie Mac to align with Wells Fargo MSP system

• Work the monthly upper management high-level PowerPoint reports

• Wiring large amounts to banks, billing expenses, balancing accounts to keep in compliance

• Using Excel Spreadsheets and templates to present information to management to improve workflow

• Having team, vendor, and employees Microsoft team meeting to make work updates changes

• Using business analysis to provide data and accurate reports and analytics to solve problems and recommend improvements

• Over 6 months on the phone with direct contact helping customers on forbearance, payments, setting up auto payments

Warehouse/Office Supply Supervisor

AmerUS Group - Des Moines, IA

July 2003 to August 2006

• Expertly entered data entry of all insurance products shipped and received to keep track of inventory sent via UPS

• Supervise all employees on forklift, processing products, and stocking items in the warehouse

• Courier in charge of delivering office supplies to various company locations

• Use Microsoft Office, Word, Outlook in processing insurance kit requests and questions

• Held weekly team meetings and with vendors to coordinate supply shipments Office Warehouse Assistant

Economy Forms Corp - Des Moines, IA

August 1994 to July 2003

• Supervise employees on processing UPS shipments, getting correct shipping and receiving paperwork to be entered into the system for inventory control.

• Processing invoices and printing bills of lading to customers

• Working phones and dispatching trucklines and company trucks to coordinate pickup of products

• Using Microsoft Office, Word, Excel to process export paperwork and reports to management Education

High school diploma

Indianola High School - Indianola, IA

1986

Skills

• Ability to organize and manage multiple programs and process work in priority and meet deadlines

• Extremely successful time management skills and resolving complex operational tasks to completion

• Able to effectively collaborate and maintain working relationships with peers and higher level management

• 28 years of experience in a professional office setting including data entry, default accounts payable, claims, reversals, billing expenses, payments, loss mitigation, risk management, quality assurance audits, customer service, phone experience

• Leadership skills including: coaching, training and mentoring

• Use analytic skills to solve problems, stay in compliance and assess risks, update and use procedures

• Extensive knowledge of Microsoft Office

• Excel

• Word

• Outlook

• PowerPoint

• Forklift

• Risk management

• Analysis skills

• Analytics

• Business analysis

• Customer service

• Leadership

• Quality assurance

• Supervising experience

• Data analysis skills

• Training & development



Contact this candidate