Retention Manager Administrative Assistant

Tonnesha Fears

Bushy Bluestem Ct Cypress, TX ****3

858-***-**** *********@*****.***

Objective: Seeking a position in the mortgage industry with a company that will allow me to fully utilize my customer service skills, education, organizational, and problem-solving skills, to help others achieve their home ownership dreams.

Qualifications:

●Ten plus years of experience in Customer Service in a variety of professional settings.

●Effective utilization of organizational resources to problem solve, minimize risk, increase efficiencies, record data, verify and analyze documents.

●Build and maintain strong collaborative relationships with both internal and external partners.

●Experience in Accounts Payable and receivable, mortgage Regulations, FHA, VA, Conventional loans.

● Proficient with Oracle Image, QuickBooks,

Microsoft word, Excel, PowerPoint, Access, Outlook, Infopro, Spool Explore, Calyx Point, and Publisher.

●Allergo programming, Salesforce, S9, and MasterMind.

●Notary, Online Notary certified & Experience with Mortgage Loan signing.

Education:

December 2020– NMLS Certificate of Completion

Experience:

Amerisave Mortgage

June 2021- current

Client Support Specialist

Transfer customers to the Loan Officers, along with set appointments with customers for the Loan Officers.

Provide great customer service to potential and existing customers, along with staff.

Establish and maintain a friendly rapport with customers and overcome objections by understanding their goals and interests.

Manage high volume of calls with existing or potential homeowners who have shown interest in either refinancing or purchasing a home.

Alert360

July 2016 – June 2021

Retention Manager/Sales Houston, TX

•I handled decisions involving customer credit, accounts and collect electronic payments over the phone.

•As OCEO professionals I communicate with escalated customers and/or with other departments on behalf of the customer to resolve issues, effectively communicate appropriate charges or credits, company policies and/or procedures as determined during the call or email.

•I respond to emails and calls internal and external as needed to ensure prompt resolution to customer complaints, service issues and account issues.

•I would create new sales opportunities through inbound lead follow-up/cold calls, emails, referrals, networking partners, and advertising.

•Excellent communication and negotiation skills, to retain existing business and new business.

•Prepare final contract for signature, credit checks, and create work orders for sales reps and tech to do accurate installs.

Lemon Grove School District

April 2014 - July 2015

Teacher San Diego, CA

●Maintained a variety of employee information

in the human resource information and data systems, collects, processes, monitors employment paperwork for all employees, including regular and hourly classified.

●Ensure children are supervised at all times, comfort children, establish routines, provide positive guidance, provide a safe, secure environment for children to feel comfortable, implement positive discipline when required, clearly and effectively communicate in a manner that children understand.

●Provided snacks and lunches, as well as plan and implement activities to meet the physical, emotional, intellectual, social needs of the children in the program, ensure equipment and the facility are clean, well maintained and safe at all times.

●Performed other related duties as required.

Volt Workforce Solutions May 2011 – March 2014

Staffing Agency – Various Temporary Assignments San Diego, CA

Jack In the Box Corporation - HR Assistant

●Used Oracle programming to locate employee’s I-9s to submit the company’s Audit.

●Kept track of employee’s name, address, job title, compensation, tax withholding information and benefits, such as retirement and insurance plans.

Olsen Irrigation - Administrative Assistant

Customer Services/AP Clerk

●Responsible for receiving Invoices and preparing documents to be entered for Accounts Payable.

●Answer phones make outbound calls to distributors, coping, faxing Purchase Orders and Invoices.

●Responsible for handing out company checks, and receiving distributors checks, to calculate and endures them and get them ready to be deposit.

●Other responsibility includes data entry for Purchase Order forms, creating and using a spreadsheet on Excel.

Republic Services/Allied Waste - Sales

Coordinator/Administrative Assistant

●Prepared Sales Tracker Reports Sales Tracker Report Walk backs and kept track of their number of Resigns and the Monthly Revenue. Used this information to report the Monthly Sales Review and Account Major &

Inside Sales Potential Customer Reports

●Prepare Monthly Sales Review, Monthly PI Scrubs, YTD & Monthly Revenue Report then tracked all accounts to report goal versus actual sales by month.

●Responsibility also included both Area &

Regional Reporting responsibilities, for Jim Ambroso (Area President), and Tony

Pilkington (Vp of Sales, West Region).

Contact this candidate