ORSOLYA
KARLOSAK
Scottsdale, AZ *****
C: 480-***-****
ad2zvy@r.postjobfree.com
ad2zvy@r.postjobfree.com
SKILLS
Strong team leadership skills
Highly accurate account management skills
Business development
Held many client meetings
Cross-functional collaboration
Employee mentoring and training
Event planning
Strong leadership and management skills
Expert at creating charts
Strong relationship building skills
Strong skills in audit & risk management
Excellent communication skills
ACH wire transfer processing
RCA trained specialist
Very strong skills in holding meetings as well as
presenting
Resolution Specialist
01/2019 to 2/12/2023 RCA Specialist in the KYC Department for Controls & governance in Tempe Bank of the West Phoenix, AZ
Answer incoming customer calls and inquiries in a professional manner while providing appropriate technical/product related information. Including lots of research and resolving any and all customer complaints and billing issues. Providing documentations as well title/UCC reports and so forth. Document all contracts, actions, and responses in the customer database. Maintained working knowledge of products and services, did a lot of ACH Wire transfers, well trained on anti money laundering, preparing reports and correspondence, making charts as needed, as well performing other duties. I was promoted twice within a year, as well, I was head of the quality assurance team, I worked on risk & audit management as well as checking everyone's work on high end documents prior to approvals. 03/2017 to 01/2019 Account Management Specialist
Wells Fargo Tempe, AZ
Taking inbound calls from customers regarding accounts on Leases and Loans, responding to inquiries and emails from customers and vendors. As well providing data, including payment details, insurance claims, tax inquiries, audit confirmations, payoff inquiries, title related issues, ACH setup and much more. Address all customer service inquiries in a professional, timely fashion. Analyzing and explaining answering and understanding any and all questions along with providing documentation and resolving any issues efficiently and in a timely fashion. Working very closely with other departments internally and externally. Extensive knowledge of commercial loans, documentation and legal terms. 07/2014 to 02/2017 Account Manager/Facilitator
Chapman Hyundai/Chapman Mazda Phoenix, AZ
Managed all customer Service related issues and assisted the HR department as well, educated and trained all of the new employees for our customer service and sales department. Become the lead go-to person for all of our challenging customers as well developed and created learning materials specific to the
client workflow. Demonstrated professionalism, self-motivation and reliability through a positive attitude. Generated records, reports, correspondence and Other documentation as needed. Studied to determine training needs for employee groups and special projects. Learned to identify, develop and maintain activities under the bigger umbrella of the assigned program. Reviewed and developed program content, and tweaked it according to the specific
needs of each individual. I organized participants and materials, resources made available at the time of the execution of the program. 10/2012 to 05/2014 Foreclosure Specialist/Loan Processor National Default Servicing Company-Tiffany & Bosco Phoenix, AZ Monitored and provided accurate fees and costs to all banks. Billed clients for final invoices and processing of payoffs and reinstatement funds received. Held office meetings with clients and staff members. Overseeing the front and back office, staff employees and procedures. Communicated with attorneys, banks, borrowers, title companies with accurate documentation. Implemented new procedures
EDUCATION AND TRAINING
Some College (No Degree): Business Management
PV Community College phoenix