Customer Service Representative
Resume:
Melissa Anne Joseph
Carmichael, CA 95608
Skills:
Microsoft Outlook
Microsoft Edge
Microsoft Word
FAST
Power point
H&R Block
January 2024-April 2024
Customer Service Representative
Emailed and called clients to remind them to make appointments to get taxes filed
Worked with clients to set up appointments for taxes
Worked with all Tax Advisors to assist clients with return
Cash handling (assisted clients with paying for their taxes)
Search Pros Staffing
November 2023
Election Aide
Picked up ballots from polling places on election night
Dropped off ballots at Polling Headquarters
First American Title
July 2020-August 2023
Escrow Production Support
Compiling and processing escrow instructions on files for escrow and title branches
Reviewed files for final disbursement to clients associated with files
Wire funds to branches
Scan and printed documents and check with the files
Assembled documents for mailing to send to clients and branches
Cal Atlantic Title (Search Pro Staffing)
September 2019-April 2020
Escrow Assistant
Checked and processed files sent from escrow companies
Scanned all files to email prior to processing
Sent all completed files via FedEx to branches
Sent checks to entities associated with files
Finance of America
March 2015-February 2019
CSR/Funding Assistant/QC Compliance
Processed and gathering information for files for Loan Officers and Funders
Evaluated credit and work history for loan applications
Reviewed files for missing information
Prepared documents and obtaining correct signatures from clients
Provided the correct disclosures and maintaining accurate documentation
Greeted clients and assisted them before they signed paperwork with the Loan Officer
Mortgage Lender Services
September 2007-October 2011
Foreclosure Processor
Prepared documents for the Owner, Vice President and Foreclosure Officers
Obtained title records required for foreclosure processing
Prepared notices and documents and sent to all parties including homeowner(s)
Handled all foreclosure files for the State of Arizona
Assisted Vice President with all of her files
Made sure deadlines were met and documentation was correct with vendors associated with files
Education
Encina High School 1982-1986
GPA: 3.68
American River College 1986-1988
Associate Degree-Early Childhood Education
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