Customer Service Agent

Servio Astacio Customer Service Representative

**********@*****.*** 786-***-****

Highly motivated and successful professional with seven years of finance experience and a passion for healthcare seeking a certified pharmacy technician role. Demonstrated proficiency with maintaining customer records, processing orders and documentation, and providing excellent customer service and relationship management. Strong critical thinking and problem-solving skills. Possess excellent communication, interpersonal, and organizational abilities. Diligent attention to detail, with a commitment to accuracy and quality in all facets of work. Proven ability to work collaboratively in a team environment or independently. Seeks to apply the financial acuity and client-oriented skillset obtained from a finance role to deliver outstanding performance as a pharmacy technician. Bilingual in English and Spanish. EDUCATION

Miami Dade College

Associate of Arts in Pre-Pharmacy

Miami, FL

Class of 2025

GPA: 4.0

WORK EXPERIENCE

Independent Processing Network, Inc.

Financial Clerk

Miami, FL

April 2019 – Present

Assisting mortgage loan originators and other parties with the preparation of customer files for underwriting

Maintaining accurate records of customers, records containing credit profiles and documentation

Communicating with clients, lending representatives, title, insurance, and real estate agents, etc., to obtain and verify customer information for processing and underwriting

Reviewing documents to ensure compliance with underwriting requirements and quality standards

Ordering title searches, credit reports, supplements, homeowner's insurances, verifications of mortgage/employment/rent, and appraisal reports on behalf of clients and mortgage loan originators My Land Mortgage & Dream Terra Realty

Financial Clerk & Administrative Assistant

Sunrise, FL

September 2018 – March 2019

Answering phone calls and emails from clients, addressing their inquiries and issues, and redirecting them to the appropriate party as necessary

Reviewed customer credit, income, asset, and collateral documentation for accuracy and compliance with underwriting criteria.

Generated precise reports for clients that display timelines, progress markers, and orders placed

Served as a liaison between the clients and other related transaction parties in communication Service 1st Mortgage, Inc.

Call Center Agent

Miami, FL

November 2017 – June 2018

Engaging with clients to match them with a certified mortgage loan originator in their state for the purpose of refinancing their mortgage

Conducting over 200 outbound calls daily to determine client interest in a new mortgage proposal for either refinancing an existing mortgage or purchasing a new home.

Keeping in touch with our clients to verify their satisfaction with the procedure and process and to address any further inquiries.

Establishing connections with clients and engaging in customer relationship management. ADDITIONAL INFORMATION

Skills:

Excellent communication & customer service skills

Ability to follow detailed instructions and safety procedures Stress management & problem-solving skills

Ability to organize and prioritize work

Collaboration and teamwork oriented

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