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Customer Service Representative

Location:
Alpine, AL, 35014
Salary:
$24
Posted:
February 26, 2024

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Resume:

CAREER OBJECTIVE

EXPERIENCE

WANDA B. WILSON

***- ***-**** ad3xmf@r.postjobfree.com Alpine, AL. 35014

To become an asset within an establishment this promotes growth and advancement within the company. Allows me to perform my duties to the best of my abilities to get a task done individually or as a team player. Detail-oriented professional with excellent communication, interpersonal and creative thinking skills. Aiming to leverage my abilities to successfully fill the vacancy at your company. Frequently praised as hardworking by my peers, I can be relied upon to help your company achieve its goals. Accenture/BC Forward for UPS

San Antonio, TX July 2022 - Present

CUSTOMER SERVICE REPRESENTATIVE/ASSOCIATE

Adhered to quality and service standards to

support operational goals.

Provided efficient and courteous service to

customers at all times.

Defined problems, collected data, established facts and validated conclusions.

Worked with coworkers to complete tasks.

Met deadlines while maintaining high-quality

deliverables.

Participated in ongoing training to enhance own

job skills and knowledge.

Responded quickly to meet customer needs and

resolve problems.

Demonstrated ability to manage multiple tasks

while remaining adaptable and flexible.

Provided product information and resolved

concerns to assist customers.

KForce / Highlight / SBA

Herndon, VA. May 2020 - Present

LOAN PROCESSOR/CASE MANAGER

6674 Process loan for COVID-19 EIDL Project

Review loan requests to ensure accurate

information/documentation is obtained to

proceed with loan request

Ensure all contacts are correct, all documents are uploaded, and all activity is documented in the

most accurate and efficient way

Use common sense and knowledge to use correct

procedures and actions when additional steps are

required on unique loans

Ensure that fewer errors are made while

processing applications so that as many cases as

possible can be completed daily

Request information such as business and personal

tax returns, tax transcripts, 4506-T's and

documents related to verifying PII information

Respond to customers orally and/or in writing to

applicants and their representatives

Perform SSN/EIN Duplicate searches Upload documents received to Rapid System in DMS Docs

Independently manage loans Prepare and analyze information to develop transaction documents

In more difficult or doubtful cases, consults with Merge reconsideration cases in 365 Dynamics lead loan specialists

Review all facts to make eligibility determinations Process loan application on web-based computer system

Woman's Missionary Union

Birmingham, AL. May 2019 - Present

CUSTOMER SERVICE REP

Communicate and interact with customers on

behalf of WMU

Take subscriptions and product orders from

customers for their material

Provide information about products and services Respond to customer complaints in a timely manner

Take payment information for the accounts and

place orders

ServisFirst Bank

Birmingham, AL. April 2016 - Present

LOAN PROCESSOR

0302 Responsible for preparing mortgage application paperwork for delivery to the mortgage

underwriter

Work with the loan originator, title and escrow

companies

Compile important verifications and paperwork

such as Driver's License, Social Security Card,

paystubs, verification of employment, tax returns

(personal and business), homeowner's insurance,

titles, deeds, appraisals

Look for any red flags that a loan may have Double check debt-to-income ratios (DTI) Clearing any Prior-to-document conditions (PTD's)

that must be met before loan documents are

released by the bank; resubmit to underwriting for clear to close

Send file to closing department once all conditions are cleared and met

Work with FHA and VA Loans

ServisFirst Bank

Birmingham, AL. December 2012 - Present

SR. POST CLOSER/ SHIPPER

205-***-**** Assist with mortgage loan closing process by reviewing loan documents for completeness and

accuracy

Obtain missing information, prepare files in

stacking order for shipping to investors

Provides support to internal and external

customers

Prepare accounting on closing packages and

upload into Encompass System

Monitor pipeline and create shipping report

Make sure that all closing packages are shipped

out before lock expiration dates

Monitor locks on loans to insure not having to re- lock

Send out Goodbye Letters to Customers once

loans are purchased

Review purchase/funding sheets for accuracy

Input purchasing information for each Create report for loans funded/purchased each funding/purchase advice in Encompass and make

sure that the Original loan amounts and the actual loan amounts reconcile

month

Ship out final recorded documents to investors Register loans in MERS system Pay MIP on FHA loans and get Mortgage Insurance

Certificate when Insured

Pay VA Funding Fee on VA loans and get Loan

Guaranty Certificate when Insured

Ship loan to Alabama Housing Finance Authority Input Reservation packages in ServiSolutions for AHFA

Clear Deficiencies on loans Input information in General Ledger when check(s) for fees come in from Closing agents

Verify that the General Ledger is balanced When loans are purchased, input the purchase pricing information into Encompass and make sure

it balances

Ensure that all Portfolio loans are locked in the

Secondary market

Aliant Bank

Birmingham, AL. January 2006 - Present

SR. POST CLOSER/SHIPPER

408-2090 Assist with mortgage loan closing process by reviewing loan documents for completeness and

accuracy

Obtain missing information, prepare files in

stacking order for shipping to investors

Provides support to internal and external

customers

Prepare accounting on closing packages through

Calyx and send to accounting

Monitor pipeline and create shipping report

Make sure that all closing packages are shipped

out before lock expiration dates

Monitor locks on loans to insure not having to re- lock

Send out Goodbye Letters to Customers once

loans are purchased

Review purchase/funding sheets for accuracy

Create report for loans funded/purchased each

month

Ship out final recorded documents to investors

Register loans in MERS system Pay MIP on FHA loans Ship loan to Alabama Housing Finance Authority Clear Deficiencies on loans AmSouth

Birmingham, AL. January 2001 - Present

VENDOR MANAGEMENT/PROCESSOR

205-***-**** Ordered appraisals, title commitments, flood certs from various vendors

Worked with processors in obtaining documents

needed in a timely manner

Processed loans

Infinity Insurance

Birmingham, AL. January 1998 - Present

INSURANCE CLERK/ASSISTANT

EDUCATION

SKILLS

Prepared files for adjusters Purged files

Ordered supplies Requested items needed for claims Brillient / Federal Civilian Division SBA

Reston, VA. January 2021 - May 2022

LOAN PROCESSING ASSISTANT

7065 Process loan for COVID-19 EIDL Project

Review loan requests to ensure accurate

information/documentation is obtained to

proceed with loan request

Ensure all contacts are correct, all documents are uploaded, and all activity is documented in the

most accurate and efficient way

Use common sense and knowledge to use correct

procedures and actions when additional steps are

required on unique loans

Ensure that fewer errors are made while

processing applications so that as many cases as

possible can be completed daily

Request information such as business and personal

tax returns, tax transcripts, 4506-T's and

documents related to verifying PII information

Respond to customers orally and/or in writing to

applicants and their representatives

Perform SSN/EIN Duplicate searches Upload documents received to Rapid System in DMS Docs

Independently manage loans Prepare and analyze information to develop transaction documents

In more difficult or doubtful cases, consults with

lead loan specialists

Decision loans for approval, declines, or not

interested

Review all facts to make eligibility determinations Process loan application on web-based computer system

Submitted loan applications with recommendation

for underwriting approval.

Interviewed loan applicants to obtain personal and financial data and to assist in completing

applications.

Filed and maintained loan records. Advised customers regarding loans and transactions.

Ordered property insurance or mortgage

insurance policies to protect against loss on

mortgaged property.

Talladega College, Talladega, AL.

COMPLETED COURSEWORK TOWARDS BACHELORS OF ARTS DEGREE IN BUSINESS ADMINISTRATION, ORGANIZATIONAL MANAGEMENT

Central Alabama Community College, Childersburg, AL. COMPLETED COURSEWORK TOWARDS ASSOCIATES IN BUSINESS Childersburg High School, Childersburg, AL

COMPLETED COURSEWORK TOWARDS WITH DIPLOMA

REFERENCES

MERS Outlook

Calyx Encompass

Jack Henry / Silver Lake Rapid System

365 Dynamics Keyboarding, Faxing, Copying, Scanning Customer Service AE

H3 NICE CX

Customer Retention Strategies Efficient and Detail-Oriented Data Entry and Maintenance Understanding Customer Needs Calm and Professional Under Pressure Call Documentation Courteous with Strong Service Mindset Needs Assessment Customer Data Confidentiality Customer Account Management Interpretation and Translation Services Building Customer Trust and Loyalty POS Systems and Ordering Platforms Upbeat and Positive Personality Responding to Difficult Customers Information Inputting Electronic Information Systems Educational Opportunities Corporate Standards Special Orders

Client Relationships Regulatory Compliance

Claims Adjustments Organizational Development

Skilled in Conflict Resolution Call Transfers

Correcting Discrepancies Information Updates

Customer Experience Inquiry Response

Customer Inquiries Answering Customer Questions

Telephone Management Customer Support

Critical Thinking Excellent Attention to Detail

Team-Oriented and Cooperative Online Communication Computer Proficiency Skilled in Microsoft Office

Microsoft PowerPoint Team Support

Answering Emails Daily Logs

References available upon request



Contact this candidate