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Administrative Assistant Customer Service

Location:
Marion, IA
Posted:
March 14, 2023

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Resume:

Charlotte E Julion

Team Lead

Cedar Rapids, IA

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

+1-319-***-****

Work Experience

Insurance Administrator/Customer Service

TCF Bank - Waterloo, IA

March 2016 to Present

Ensure current ins certificates are received on equipment and logged, answer all inquiries on equipment leases, loans, for customer contracts, refer new potential contracts to salesman in the field. Research tax issues with tax authority, apply payments to customer accounts, provide balance information upon request, submit name change working with Sec of State, forward accounts for Modifications. Team Lead

Ocwen Loan Servicing LLC

1996 to 2015

Monitor team performance, provide midyear/annual review.

• Provide coaching/training.

• Report team performance to management using tracking systems.

• Hiring and promoting team members.

• Manage Policy and Procedures and identify cost saves.

• Manage / Review Quality Control Audits monthly.

• Cultivate associates to a higher level of expectancy, empower greatness.

• "Respectful, Honest and Fair" professional attitude, and empower associates. Administrative Assistant

• Run daily reports, scheduling meetings, taking meeting minutes, greeting/maintaining ongoing relationships with customers, vendors and custodians.

• Organizing travel plans for upper management.

• Maintain vacation calendar and plan department events.

• Train new employees

• Answer phones, assist customer service upon demand as well as attorneys and county recording offices.

Operations Specialist

• Maintain accurate database information and tracking and reporting.

• Work closely with government agencies making sure liens are accurate and within timeframes.

• Run daily reports, audit files, generate transmittals.

• Coordinate Sales, Repurchases, and Due Diligence for acquisitions to third parties.

• Work with Correspondent Lenders insuring documents are received within the 120 day contractual agreement.

• Maintain relationships with Government Agencies, Foreclosure Attorneys, County Recorders, MERS, and Vendors.

Education

Diploma

Kirkwood Community College - Cedar Rapids, IA

Certificate in Cosmetology License

Paris Academy of Beauty - Cedar Rapids, IA

Additional Information

Leadership Skills

Motivational, interpersonal with good communicational written and verbal. Process improvement orientation.

Expert problem solving skills, decision maker.

Ability to work under pressure, meet deadlines.

Prioritize task and stay focused.

Detailed oriented and demonstrates high levels of accuracy, eliminating errors. Communication Skills

Communicate persuasively and openly. Maintain professional attitude, easygoing, participates in group discussions, share ideas and knowledge, accepts criticism openly. Self-motivated, independent, respect team player concept, value diversity. Interpersonal Skills

Dedicated, articulate, energetic and confident

Flexibility in multiple tasks/change, welcome new challenges. Respectful of others, kind, courteous, considerate and honest. Highly dependable, manages time off with business needs.



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