Customer Service Executive Assistant
Resume:
Kimberlie Ta
******@*****.***
Nashville TN
OBJECTIVES AND SUMMARY OF QUALIFICATIONS
- Will come highly recommended by current and previous employers
- Over 25 years of comprehensive Administration, Processing and Customer Services, particular strengths involve initial Administration, Account Executive Assistant, Customer Service, Client Relations, Office Coordination and Interpersonal Communications.
- Exceptional Administrative and Customer Service Skills; proficient in records management, time keeping, policies, procedures and Legality. Bilingual: English and Vietnamese, 10 key by touch, type 90+ wpm. Microsoft Word, Excel, telephone relations and extremely organized. Additional software: Encompass, Medisoft, Loan Energizer, Datatrac, Empower, Uniform, Loam Mate, Timberline, Big forms and Point.
- Outstanding communications; Easily relates complex ideas to individuals to all levels; skilled in resolving person-to- person and remote conflicts. Accustomed to dealing with clients, borrowers, Loan officer’s, Insurance agents as well as Escrow and title or brokers under excessive stress.
PROFESSIONAL EXPERIENCES
Feb 2024 – Current MUSIC CITY CENTER – Nashville TN (Ambassador II/Concierge)
- Provide impeccable Customer service, Guidance of clients, attendees and vendors to location within the center and correct entrances of the $2.1 million dollar convention center.
- Prompt and exceptional time management as well as assisting tours of the facility and providing background information
- Review daily schedules for prompt responses to guest, attendees and vendors on location of conferences and exhibits
- Wiling and helpful to team members as well as all staff for MCC (Music City Center) Kept organized and always prepared and willing to work overtime or coverage of a shift
2019 - 2023 FRANKLIN LOAN CENTER – Palm Springs CA
- Answering calls, filing, time management on processing loans and broker loans with delegated and non-delegated companies
- Calculate income as well as debt to income ratios, review credits along with financial documents and keeping strict confidentiality
- Multitasking and working with different departments on files for Escrow & Title, Account Executives and Real Estate Agents on all files.
- Calculate fees for loan estimates and closing disclosures. Followed up with all information on all files every 2 business days.
- Conducted weekly Team meetings to review pipeline log and provided status of files
- Topped 5 highest producers in the company as well as Assisted Funders to complete funding and transactions of files when required. Withheld a pipeline of minimum 20-30 files with funding over 20+ files per month.
2016 - 2019 BANK OF HOPE – Newport Beach CA
- Answering high call volume, Processing loans and assisted service to Account Executives and loan officers to submit new files for all type of loans/files as well as kept current reviews on files.
- Exceptional time management skills to meet timeline, lock and closing dates while assisting different departments such as funders and Account Executives
- Amazing Customer service, follow up every 2 business days. Provided teams with status on weekly meetings.
- Strict confidentiality and Reviewed credit, income, calculated all debt-to-income ratio. Kept impeccable organizational skills for documents and filing system. Updated Policies and procedures on files to keep productivity of loan process flow. Pipeline of minimum 40-80 files and funding over 25+ files per month
EDUCATION
2007 – 2008 Concorde – Garden Grove, CA (Graduated with Medical Billing Certificate)
1994 – 1996 IDI (Interior Design Institute) Newport Beach, CA (Graduated with Interior Design Degree)
1990 – 1993 UNO/Delgado- New Orleans, LA (Graduated with CAD Degree)
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