Summary:

Great Customer Service Skills

Problem Solver

Highly motivated

Proficient in Microsoft Office

Licensed Insurance Agent in Oregon

Prior Notary Public

Recent Work History:

December 2017 to April 2020: Wawanesa Insurance (Call Center)

Title:

Customer Service Representative II (licensed insurance agent in CA and OR)

Duties / Accomplishments:

Assisted customers (both inbound and outbound calls) in a range of insurance needs both for Auto Insurance and Property insurance.

Provided coverage counseling.

Adjusted insurance coverage at customers’ request.

Posted payments to customers’ accounts.

Promoted from Customer Service Representative I to Customer Service Representative II.

Obtained highest grade in training class on CA licensing test.

June 2014 to October 2017: McCarthy & Holthus

Title:

Bankruptcy Assistant for real property (employee of the month February 2016)

Duties / Accomplishments:

Adequate Protection Order / Stipulation document preparation and drafting.

Adequate Protection Order / Stipulation Default preparation and drafting.

Motion to Approve Loan Modification document preparation and drafting.

Motion to Sell document preparation and drafting.

Negotiated Reaffirmation Agreements with debtor’s attorney.

Chain of title review. Cure title issues.

Bankruptcy Plan review.

Pre-hearing Statements preparation and drafting.

Plan Objections preparation and drafting.

Payment Change Notices, Response to Final Cure Notices, Post-Petition Fee Notices preparation and drafting.

Worked with six banks ensuring prompt follow up, communication and resolution of issues to ensure motions are filed as quickly as possible.

Worked with eight attorneys in the different states listed above to ensure information needed and issues to resolve were handled promptly and efficiently.

December 2005 to January 2012: Union Bank (Call Center)

Title:

Foreclosure and Bankruptcy Specialist for real property.

Duties / Accomplishments:

Maintained spreadsheets and files.

Handled foreclosure, bankruptcy and senior lien monitoring for a total of approximately 200 accounts in CA, OR, WA, AZ, NV and Guam.

Managed all real property Bankruptcy accounts (approximately 400 accounts) located in the same states listed above.

Implemented short sales and modification workouts guidelines and procedures for bankruptcy accounts which the bank put into practice.

Implemented guidelines for new bankruptcy laws which the bank put into practice.

Received and correctly applied bankruptcy payments: Chapter 13 post-and pre-petition, Chapter 7 and Chapter 11.

Worked with attorneys to file appropriate bankruptcy court documents for Chapter 13 and Chapter 11 cases.

Provided excellent customer service to all Union Bank customers finding win/win solutions.

Assisted with Front End Collections and Cash Reserve.

Consistently performed at bonus level.

May 2003 to October 2005: Blue View Corporation (Call Center)

Title:

Acquisition and research supervisor.

Duties:

Oversaw approximately 5 employees to review possible mortgage note purchases.

Promoted to manage all REO and contested / litigated foreclosures nationwide.

April 1996 to April 2003 National Dispatch Center (Call Center)

Title:

Dispatch Agent.

Duties / Accomplishments:

Accurately handled approximately 600 calls daily and transcribed messages to alpha numeric pagers.

Consistently performed at bonus level.

Promoted to Quality Assurance Evaluator where I monitored Dispatch Agents with audio and visual; graded and counseled the Dispatch Agents to assist them reach their highest possible level of customer service and performance.

Promoted to Assistant Supervisor where I assisted the supervisor manage a team of approximately 70 flex-time Dispatch Agents.

Promoted to Supervisor where I managed approximately 40 Dispatch Agents: trained, counseled, drafted and issued reviews for merit increases and when necessary issued warnings and terminated employees.

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