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Service Representative Call Center

Location:
Orlando, FL, 32818
Posted:
March 17, 2023

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Resume:

LeQueint Holbert

Location: Charlotte, NC

advy33@r.postjobfree.com

704-***-****

OBJECTIVE:

To obtain a secure and challenging position that will allow me to utilize my analytical ability as well as my leadership and people skills.

WORK HISTORY:

Sunstates Security (contract)

Security Officer May 2020-June 2020

●Secure premises and personnel by patrolling; monitoring surveillance equipment; inspecting buildings, equipment, and access point; permitting entry.

●Prevents losses and damage by reporting irregularities, informing violators of policy and procedures.

●Customer service skills and strong written and verbal skills

●Responsible for interaction with customers and maintain self-control, and conduct oneself in a professional and efficient manner.

Wells Fargo Home Mortgage Aug 2015- March 2017

Loan Servicing Specialist III

●Communicating errors, status, and information requests with underwriters, specialists, Mod Approvers and external vendors.

●Responsible for reviewing and settling of modification documents on FHA/USDA files within company and investor guidelines. This may include: - Communicating errors, status, and information requests with underwriters, specialists, Mod Approvers and external vendors.

●Responsible for reviewing and settling of modification documents on FHA/USDA/VA files within company and investor guidelines.

●Settling modification documents includes a thorough review of the documents as well as running evaluation tools and understanding program guidelines .

●Auditing documents includes a detailed review of the information in the system and on the documents before they are settled and closed out.

Doubletree Hotel by Hilton, Charlotte, NC

Front Desk Agent June 2014- Sept 2014

● Greet and check – in guests.

●Cash handling and answering multiple phone lines.

●Respond to guest inquiries and requests and resolve issues in a timely, friendly and efficient manner.

●Use up-selling techniques to promote hotel services and facilities and to maximize room occupancy.

●Field guest complaints conduct research and resolve and negotiate solutions for guest satisfaction.

Wells Fargo Home Mortgage, Charlotte, NC

Loan Verification Analyst II October 2011- July 2013

●Executes and/or reviews loan documentation and associated reference source data and materials for purposes of verifying and preparing information and decisions in support of a variety of legal proceedings, including foreclosures on MSP.

●Work entails an understanding of a wide variety of both loan documentation and legal instruments.

●Reads, interprets and researches correspondence and legal documents including summons, subpoenas, liens and foreclosures, mortgages, deeds of trust, promissory notes, assignments of mortgage and allonges and endorsements.

●Typically provides information relevant to the status of the account, breach status, payment history, fees and escrow, payoff and reinstatement facts.

●Typically performs calculations to validate principal, interest, escrow etc.

●Typically creates ad-hoc and, at times, complex correspondence and maintains key information related to the review process.

●Works with a variety of partners, including internal and third party attorneys and associated staff members, consultants, and multiple team members throughout the servicing and default organizations.

●May be called upon to testify to the legitimacy of the documents and review processes via deposition.

●Role requires that team member serve and sign as an officer of the company.

Doubletree Hotel by Hilton, Charlotte, NC (Part-time)

Front Desk Agent June 2012-October 2012

●Greet and check – in guests.

●Cash handling and answering multiple phone lines.

●Respond to guest inquiries and requests and resolve issues in a timely, friendly and efficient manner.

●Use up-selling techniques to promote hotel services and facilities and to maximize room occupancy.

●Field guest complaints conduct research and resolve and negotiate solutions for guest satisfaction.

LPL Financial Institution Services, Charlotte, NC (contract)

Registration Coordinator June 2011- October 2011

●Assisted with the insurance, advisory and securities licensing of advisors providing necessary security registration.

●Provided customer service to advisors over the phone, email and through written correspondence.

●Performed general clerical duties including data entry, audits, maintenance of records, back office operations, and analysis.

●Responsible for exam requests, state requests, inactive/term reports, and confirming appointment requests.

●Maintained working knowledge of state insurance regulations and procedural updates for agencies and agents in various states, utilizing FINRA and ORACLE Commissions.

●Ensuring the timely submission of materials to state agencies in order to guarantee licenses and license renewals for agents.

●Inbound/Outbound calls to and from financial advisors

Bank of America, Charlotte, NC (contract)

Home Servicing Specialist II October 2010-June 2011

●Manage pipeline of 100 plus loans.

●Contact borrowers to obtain financial documents for a Making Homes Affordable government program modification review.

●Follow strict guidelines and policy procedures.

●Work closely with underwriters to ensure timely processing.

●Stay up to date with ongoing guideline changes with the government program.

●Attain goal of submissions of loans to underwriting.

●Inbound/Outbound call center environement

Bank of America/Merrill Lynch, Charlotte, NC (contract)

Investment Center-Operations Specialist II May 2010-September 2010

●Assist clients, client associates, and financial advisors by providing servicing support.

●Duties include: directing clients how to open new accounts and assist with account questions; working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural questions, and process client service requests(address changes, statement copies etc.); processing the movement of funds and equities.

●Inbound call center environment

Wells Fargo Home Mortgage, Charlotte, NC (contract)

Post Closer (Contract) January 2010-February 2010

●Verified mailed in closing documents were executed correctly based on state guidelines.

Wachovia, Charlotte, NC

Relationship Manager May 2008-August 2009

●Build strong client relationships with financial advisors and assist with A.G. Edwards merger related changes.

●Interact closely with initial insurance licensing, appointments and continuing education departments to resolve operational issues.

●Manage multiple merger related projects assigned by supervisors using an Insurance Licensing System.

●Inform Financial Advisors with frequently changing state regulations.

●Inbound/Outbound call center environment.

Wells Fargo Home Mortgage, Fort Mill, SC

Auditor/Special Loans January2007- March 2008

●Review complex loan information and verify accuracy of data to ensure that the loan functions properly in accordance with the guidelines.

●Perform life-of-loan audits due to errors discovered during verification process.

●Utilize multiple on-line systems to complete reports in accordance with government/investor/insurer guidelines.

●Worked on MSP to review adjustable rate mortgage, balloons, and buy down loan to insure accuracy.

Sales / Customer Service Representative December 2004-January 2007

●Home Mortgage Consultant.

●Responsible for following RESPA guidelines when assisting existing and non-existing customers for traditional refinance options, new purchase loans, and home equity loans/lines of credit.

●Followed up with mortgager throughout the processing of a loan.

●Assisted with closing document questions; and completed applications for no cost refinance program.

●Participated in testing for the upcoming releases for no cost refinance application.

●Inbound call center environment.

Crothall / Presbyterian Hospital, Charlotte, NC

Supervisor/Dispatcher December 2003 – December 2004

●Manage and control flow of 600+ patient transports on a daily basis.

●Network with hospital staff to address current and projected needs.

●Scheduling of full time and part time transport personnel.

●Review staff’s time sheet hours to ensure accuracy.

●Ability to interpret company policies to production staff as needed.

●Uphold safety regulations and practices.

●Proven ability to solve basic problems that may arise in a fast paced productive work environment.

●Inbound/Outbound call center environment.

Doubletree Hotel by Hilton, Charlotte, NC

Customer Service Representative / Front Desk Agent May 2001 – October 2004

●Greet and check – in guests.

●Cash handling and answering multiple phone lines.

●Respond to guest inquiries and requests and resolve issues in a timely, friendly and efficient manner.

●Use up-selling techniques to promote hotel services and facilities and to maximize room occupancy.

●Field guest complaints conduct research and resolve and negotiate solutions for guest satisfaction.

Awards and Accomplishments

· 2001 Winner of Professionalism “Always Professional with Guests and Team Members” (Doubletree)

· 2002 Winner of Recognition “Always Recognizing Team Members and Guests” (Doubletree)

· 2003 Nominated for the Hospitality Excellence Award (Charlotte Convention & Visitors Bureau)

Computer Skills

· MS Word

· Excel

· MSP

· Outlook

· Greatland Auditor

· Internet Explorer

· Type a minimum of 40 words per minute with accuracy.

· OnQ

Education

High School Diploma/Choctawhatchee High School/Ft. Walton Beach, FL/ Graduated in 1995

Fall 1995 – Spring 2000 / University of West Florida; Major: Sports Science

Spring 2000 – Fall 2001 / Johnson C. Smith University; Major: in Sports Management



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