Service Representative Customer
Resume:
Virginia Y Webb
Kansas City, MO 64131
OBJECTIVE: To obtain a position where I can maximize my current skills and develop new skills which will allow me to provide the ultimate in customer service.
February, 2016 to February, 2023 Default Counsellor—James B Nutter
• Make outbound calls to delinquent borrowers on a daily basis. Advised borrower amount required to update account status to current.
• Receive incoming calls from borrowers concerning their account.
• Process payments over the phone.
• Speak to family members concerning the death of a borrower. Advised family members concerning the necessary documents that are required due to death of the borrower.
• Informed borrower what document is required to add a Third Party Authorization to the account, a POA (Power of Attorney) to the account, a Guardianship authority on the account and/or an Auto Debit to the account.
• Forward calls to Customer Service to request additional payment coupons and/or a copy of the borrower's payment history.
• Forward call to the Foreclosure Department after the account was coded for “Foreclosure” due to lack of payment.
• Spoke to borrowers concerning assistance available due to Covid.
• Made outbound calls to the borrower concerning returned items (NSF) and the fee assessed the account.
October, 2009 – August, 2013--Customer Service Representative –Ameriprise Financial Services-
(H&R Block was acquired by Ameriprise Financial Services)
• Taking phone calls from advisors to update the client’s address.
• Submit check request for the client, submit request for an ACH (direct deposit) to the client’s personal banking account, submit request by wire to the client’s personal
banking account, request duplicate and/or corrected tax statement, enter banking
information on the client’s account, transfer calls to the trade area, transfer calls to
the margin area, research history on the client’s account.
EDUCATION:
June, 1974 – March, 1975
Completed Delta Business College in March, 2005 – Received a Certificate in General Secretary
Penn Valley Community College
Took several courses recently which include a Reading Class, Pre-Algebra and
Accounting I.
Work References: Angele Mehrtens, 817-***-**** **********@*********.***
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