Customer Service Financial

SHELLEYE MCGUIRE

Elk Grove CA ***** / ads81c@r.postjobfree.com / 530-***-****

My goal is to obtain a position that will enable me to use my strong Customer service skills, Skip/Investigative skills.

Primeritus Financial Service, El dorado hills CA

January 2014 – Present

Skip Investigator/ Skip Tracer

Skip Tracing and Investigations:

Locate and secure property for Financial Institutions, Research several programs to find and locate account holders, Contact account holders and resolve accounts, Contact clients regarding all accounts. Problem solve and handle Impounds, Provide updates regarding account status and service levels; recommend changes if needed. Obtain new leads on customers / collateral locations. Obtain any necessary documentation or guidance to pursue the collateral/customers. Provide frequent updates to summarize progress made throughout the lifecycle of orders until concluded. Monitor the recovery industry for competitive changes and new products that will assist collateral recovery. Determine if the client’s customer has filed Bankruptcy, Active Duty Military, and current owner/registrant of the vehicle. SKILLS

RDN, Melissa Data, Clear, TLO, Microsoft office, outlook, phone, executive administration support, filing, Ibeam/ Cars, database & records management

● Use all internet databases and phone tools in order to locate customers/collateral.

● Build successful relationships with contractors and clients in order to service accounts. ● Communicate verbally or systematically with clients and/or contractors

● Provide updates regarding account status and service levels; recommend changes if needed. ● Obtain new leads on customers / collateral locations.

● Obtain any necessary documentation or guidance to pursue the collateral/customers (i.e. Credit Applications/Reference sheets and prior communication with their customer).

● Provide frequent updates to summarize progress made throughout the lifecycle of orders until concluded. ● Monitor the recovery industry for competitive changes and new products that will assist collateral recovery.

● Conduct initial review of information provided by clients to ensure accuracy.

● Skip Tracing of customers and/or other parties to: Identify the best known address to locate the client’s collateral or customer.

● Determine if the client’s customer has filed Bankruptcy, Active Duty Military, and current owner/registrant of the vehicle.

● Confirm the current Lien holder (if any) of the collateral being pursued.

● Initiate contact with client’s customers, references, relatives and associates.

● Schedule and assign orders to appropriate contractors to ensure expectations are met and information provided is understood.

● Use independent judgment and discretion to ensure compliance with all state and federal codes, regulations, and laws that pertain to the position.

EDUCATION

North State business college, Chico, CA (1997)

REFERENCES

Available upon request

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