Preservation Specialist Customer Service

Franceska N. Everett

**** ****** **.

Eugene, OR 97405

***-**-****

****.******.*******@*****.***

Home Preservation Specialist- Wells Fargo Bank 2020- present

●Recommend solutions for delinquent mortgage loan

●Submit loan to be reviewed for modifications, deferrals, forbearance, repayment plans, and if necessary, discuss liquidation options

●Communicate with borrowers and/or other mortgage servicing departments of loan modification decisions, status, options, timelines, and borrower obligations throughout the process.

●Accurately maintain mortgage files with updated borrower information and property documentation regarding loss mitigation.

●Identify, maintain, and track requested documentation for various reviews

●Payment processing

●Demonstrate professionalism while communication approval terms/denials.

●Manage inbound calls while making required outbound calls

Personal Banker- Wells Fargo Bank 2018-2020

2018-2020

●Opened/closed, managing, and optimizing consumer/business/trust/estate accounts

●Diversity and inclusion Proponent: Leading team member huddles around D&I topics

●Customer service focus with experience handling complex transactions across multiple systems

●proactively engaging with customers through outreach via phone or email

●working with others on a team to meet customer needs

●fostering and developing strong customer relationships

●Ability to build strong relationships with internal partners

●Ability to follow policies, procedures, and regulations

●Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

●Ability to interact with integrity and professionalism with customers and team members

●Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

●Support customers and employees in resolving or escalating concerns or complaints

●Loan and Credit card origination

●Notary

●SAFE/ NMLS certified

Teller- Wells Fargo Bank 2016-2018

●Customer service focus with experience handling complex transactions across multiple systems

●Ability to interact with integrity and professionalism with customers and team members

●Team collaboration to meet customer financial needs

●Cash handling

●Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

●Well-organized, independent, and able to prioritize in a fast-paced environment

●Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

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