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Loan Processor Customer Service

Location:
Selma, AL
Posted:
November 19, 2022

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Resume:

Lisa Banks

Owner - Neat Freaks, LLC

Montgomery, AL 36108

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

+1-323-***-****

Manager and business owner with more than 13 years of proven success growing a business, reducing expenses, increasing profits, and providing strategic assistance to other areas within the company to develop a cohesively managed business.

Work Experience

Owner

Neat Freaks, LLC - Los Angeles, CA

2013 to Present

Founded luxury concierge home and office cleaning service in 2013; with 2 clients and self-employed, clientele increased 80 percent within one year, resulting in providing job opportunities to ten employees.

• Provide specialized residential and commercial clients with concierge services including; interior and exterior cleaning service, mobile car detailing, and dry cleaning drop off and pick up, special events arrangements and planning.

• Negotiate contracts, prepared detail bids for clients review.

• Resolve customer complaints regarding worker performance and services rendered.

• Observe and evaluate workers' appearance and performance to ensure quality service and compliance with specifications.

• Assign work schedules, following work requirements, to ensure quality and timely delivery of services.

• Conduct orientation training and in-service training to explain policies, work procedures, and to demonstrate use and maintenance of equipment

• Resolve customer complaints regarding worker performance and services rendered.

• Collaborate with personnel to plan and develop programs of events, schedules of activities, and menus. Showroom Sales Manager

Terra Viva Group - Los Angeles, CA

2007 to 2013

• Developed comprehensive presentations to meet organizational needs.

• Provided customer service by greeting and assisting customers, and responding to customer inquiries and complaints.

• Directed and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers.

• Monitored sales activities to ensure that customers received satisfactory service and quality goods.

• Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.

• Planned budgets and authorize payments and merchandise returns.

• Planned and coordinated advertising campaigns and sales promotions, and prepare merchandise displays and advertising copy.

• Oversaw payroll, annual budget, acquisitions, and accounts/payable.

• Generated new accounts and built annual revenues. Senior Account Manager

No Red Tape Mortgage - Sherman Oaks, CA

2005 to 2007

• Reviewed new loan documents for accuracy: Escrow Instructions, Title Report, Purchase Agreement, Income Verification and Calculation of income.

• Recorded financial transactions and other account information to update and maintain accounting records.

• Verified loan balances and entries, calculations, and postings recorded by other workers.

• Handled client inquiries via telephone and e-mail. Loan Processor

Green Point Mortgage - Woodland Hills, CA

2003 to 2005

• Verified and examined information and accuracy of loan application and closing documents.

• Recorded applications for loan and credit, loan information, and disbursement of funds using computer.

• Contacted customer by mail, telephone, and in person concerning acceptance and rejection of application.

• Checked value of customer collateral to be held as loan security.

• Accepted payment on accounts.

• Filed and maintained loan records.

• Established credit limits and grants extension of credit on overdue accounts.

• Calculated, reviewed, and corrected errors on interest, principal, payment, and closing costs, using computer and calculator.

• Submitted loan application with recommendation for underwriting approval. Education

Associate in Science (AS)

Skills

• Proposal Writing

• Presentation Skills

• Event Planning

• Program Development

• Sales Management

• Contract Negotiation

• Residential Cleaning

• Pricing

• Management

• Financial Report Writing

• Negotiation

• Business Development

• Payroll

• Account Management

• Detailing

• Business Management

• Research

• Merchandising

• Office Management

• Sales

• Operations Management

• Product Development

• Accounting

• Recruiting

Additional Information

Skills

• Trade Shows/Event Planning • Team Leadership • Team Building

• Supervision and Training • Creating Bid Proposals • Vendor and Client Relations

• Market Expansion • Inventory Control • International Business

• Debt Reduction/Collections • Loan Processing • Contract Negotiations

• Sales Forecasting • Business Development • Workflow Management

• Office Equipment • Customer Retention • Mortgage Loans

• Managing E-mail • Group Event Planning • Type - 55 WPM

• Billing • MS Excel • MS Word



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