Administrative Assistant Service Specialist

Tami Lisa Turner

Newport Beach, CA

ad3idk@r.postjobfree.com

949-***-****

Mortgage Loan Originator

Landmark Mortgage Capital – (Mortgage Company), Costa Mesa, CA

September 2019 to Present

Making outbound calls and receiving inbound calls from leads regarding refinancing and purchases.

-Instrumental in supporting processing and getting loan payoffs.

Client Service Specialist

TD Ameritrade – (Investments Portfolio), Newport Beach, CA

August 2018 to August 2019

Primary client interface – for office scheduled appointments

-Assisted clients with all their financial needs to qualify for our portfolio of services

Answered inbound calls from clients regarding their accounts.

-Instrumental in providing “top notch” customer service

-Was the recipient of multiple awards for positive client feedback

Administrative Assistant

California Coastline Properties – (Mortgage Company), Newport Beach, CA

January 2013 to July 2018

Primary role – Developed and implemented all Marketing and Sales for the company.

-Researched for new clients through multiple sources

-Effectively conducted Inbound/ Outbound phone calls

-Current clients – continued relationships by providing competitive value for Refinance and Home Equity Lines programs.

Education

University of Southern California

B.A. Psychology

June 1992

Real Estate Broker License 01199860

MLO License 1955362

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