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Customer Service Documentation Specialist

Location:
Arlington, TX
Posted:
March 04, 2023

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Resume:

NEDRA ROSS

CUSTOMER SUPPORT

SPECIALIST

682-***-****

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

Arlington, TX 76010

CONTACT

Organized and motivated

professional with experience in the

financial industry. Expert in

analyzing data, assessing

creditworthiness, and

recommending loan products.

Proven ability to build and maintain

strong relationships with clients and

colleagues. Proactive in identifying

and resolving issues and providing

superior customer service.

CAREER OBJECTIVE

Senior Loan Documentation Processor (Lead)

Wells Fargo, Irving, TX

Loan Documentation Specialist

Wells Fargo, Irving, TX

Lead Customer Service Specialist

Santander Consumer USA, North Richland Hills, TX

EXPERIENCE

August 2022 - Present

Lead, manage and supervise the day-to-day operations of a team of 15-18 customer service representatives

Assist with interviewing and selection of team members and served as a role model/mentor to team and others

Review credit applications and render the appropriate credit decision within credit policy requirement and in compliance with all requirements.

Review policy and/or pricing exceptions and assist in daily operations.

Decision automobile applications submitted by dealers, placing an emphasis on response time,quantity of applications processed and quality of applications approved.

December 2017 - August 2022

Reviewed and edited documents for accuracy, consistency, and

• compliance.

• Used multiple digital platforms to maintain documentation. Interviewed loan applicants to obtain personal and financial data and to assist in completing applications.

Recorded applications for loan and credit, loan information, and

• disbursements of funds using computers.

Submitted loan applications with recommendation for underwriting approval.

July 2007 - February 2017

• Handled escalated calls to research complaints or inquiries. Assumed ownership over team productivity and managed workflow

• to meet or exceed quality service goals.

• Secured payment arrangements to post to appropriate accounts. Obtained and examined relevant information to assess validity of complaints and determine possible causes.

Encouraged and monitored phone staff to efficiently manage time

• and work.

High School Diploma

Lincoln College Preparatory Academy, Kansas City, MO EDUCATION

May 1995

SKILLS

• Credit and Collections

• Financial Document Review

• Risk Management

• Legal Compliance

• Information Verification

• Loan Paperwork



Contact this candidate