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Customer Assistant Database Management

Location:
Carrollton, TX
Posted:
January 16, 2024

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Resume:

Garland, TX, *****, LASONYA US +* ***-***-ARMSTEAD 1601 ad2te7@r.postjobfree.com

WORK HISTORY

Customer Assistant at ASTON CARTER LIMITED

**/**** - **/**** (1 year)

Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.

Establish work procedures or schedules and keep track of the daily work of clerical staff.

Supervise other clerical staff and provide training and orientation to new staff.

Use computers for various applications, such as database management or word processing.

Create, maintain, and enter information into databases. Order and dispense supplies.

Schedule and confirm appointments for clients, customers, or supervisors. Complete forms in accordance with company procedures. Train and assist staff with computer usage.

LaSonya Armstead

Processing Manager at PHH Home Loans, LLC

07/2020 - 06/2022 (2 years)

Inspect materials, products, or equipment to detect defects or malfunctions.

Keep records of employees' attendance and hours worked. Plan and establish work schedules, assignments, and production sequences to meet production goals.

Determine standards, budgets, production goals, and rates, based on company policies, equipment and labor availability, and workloads. Observe work and monitor gauges, dials, and other indicators to ensure that operators conform to production or processing standards. Confer with management or subordinates to resolve worker problems, complaints, or grievances.

Recommend or implement measures to motivate employees and to improve production methods, equipment performance, product quality, or efficiency.

Read and analyze charts, work orders, production schedules, and other records and reports to determine production requirements and to evaluate current production estimates and outputs.

Confer with other supervisors to coordinate operations and activities within or between departments.

Maintain operations data, such as time, production, and cost records, and prepare management reports of production results.

Mortgage Analyst at Iron Mountain Incorporated

07/2016 - 07/2020 (4 years)

Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money. Review individual or commercial customer files to identify and select delinquent accounts for collection.

Generate financial ratios, using computer programs, to evaluate customers' financial status.

Prepare reports that include the degree of risk involved in extending credit or lending money.

Confer with credit association and other business representatives to exchange credit information.

Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval. Evaluate customer records and recommend payment plans based on earnings, savings data, payment history, and purchase activity. Analyze financial data such as income growth, quality of management, and market share to determine expected profitability of loans. Consult with customers to resolve complaints and verify financial and credit transactions.

Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.

Underwriter at Newbold Advisors LLC

02/2014 - 06/2016 (2 years)

Examine documents to determine degree of risk from such factors as applicant financial standing and value and condition of property. Review company records to determine amount of insurance in force on single risk or group of closely related risks.

Decline excessive risks.

Write to field representatives, medical personnel, or others to obtain further information, quote rates, or explain company underwriting policies. Authorize reinsurance of policy when risk is high. Decrease value of policy when risk is substandard and specify applicable endorsements or apply rating to ensure safe, profitable distribution of risks, using reference materials.

Evaluate possibility of losses due to catastrophe or excessive insurance. Underwriter at Disys Solutions, Inc.

02/2012 - 02/2014 (2 years)

Examine documents to determine degree of risk from such factors as applicant financial standing and value and condition of property. Review company records to determine amount of insurance in force on single risk or group of closely related risks.

Decline excessive risks.

Write to field representatives, medical personnel, or others to obtain further information, quote rates, or explain company underwriting policies. Authorize reinsurance of policy when risk is high. Decrease value of policy when risk is substandard and specify applicable endorsements or apply rating to ensure safe, profitable distribution of risks, using reference materials.

Evaluate possibility of losses due to catastrophe or excessive insurance. EDUCATION

Wilmer-hutchins High School

Graduated 1994

High School in General Studies



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