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Service Representative Data Entry

Location:
Castro Valley, CA, 94546
Posted:
May 25, 2023

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Resume:

Martha Garcia

***** ***** ****** # ***

Phone: 510-***-****

IHayward, CA 94541

Email:adxbzf@r.postjobfree.com

Customer Service & Support Professional

Support Administrative Management Escrow

Experienced and meticulous Customer Service & Support Professional with substantial experience in administrative management, income analysis reporting, new business development, budget preparation, customer service and research. An outstanding team player distinguished for conducting detailed evaluations of administrative procedures to implement processes that improve efficiency. An exceptional communicator with strong analytical, issue resolution and client-needs assessment aptitude.

Areas Of Expertise

•Customer Service

•Research

•Budget Preparation

•Administrative Management

•Income Analysis Reporting

•Procedure Standards/ Training

•New Business Development

•Data Entry

•Document Preparation

Professional Experience

LENNAR TITLE COMPANY, Pleasanton, CA 5/2021 - 9/2022

Receptionist

Answering multiple incoming calls and directing to appropriate person.

Customer Interactions via phone, emails, mail and walk-ins.

Responsible for researching and resolving customer and in house inquiries.

Supported escrow officer with funding and closing loans, including sending

overnight packages and dispersing payoff, mortgage broker, lender and buyer checks.

Daily Banking, filing, scanning and general office up-keep, including keeping kitchen clean and stocked.

Uploaded and maintained recording conformation in title companies own software.

Other duties as assigned.

SYNRGO, Oakland, CA 10/2016 - 3/2020

Recording Clerk

Strong Administration Skills.

Ability to work under tight deadlines and in fast paced environment.

Preparing Documents for recording per county recorder and customer

requirements.

Electronically transmitting documents to appropriate county recorder facility.

Correcting documents as needed.

Processing recording conformation in a timely manner.

Running names on recorder index.

FIRST AMERICAN TITLE, San Jose, CA 8/2010-10/2014

Processor/Order Representative

Handle various loan docs including Fundings and Closings.

Support escrow officers by assisting with overflow encompassing 6 different counties.

Copy and certify note, deed of trust, insurance, payoff demands and checks.

Input Lender and Escrow instructions into the FAST system.

Order fire and flood insurance.

Send multiple overnight packages utilizing various resources in a timely manner.

Disperse checks to Mortgage Broker, Lender, Buyer and/or Payoff Department.

Update and send correspondence via email or fax.

TRUSTED ID, Redwood City, CA 3/2006 - 4/2010

Customer Service Representative

Served as a Certified Identity Theft specialist.

Provided information regarding various identity theft prevention programs and set up via written request and telephone.

Accurately maintained billing and credit card information.

Added fraud alerts or freeze status to credit reporting for customers.

Obtained and entered personal and payment information with speed and accuracy.

Research new business opportunities.

Ship various items to customers.

Collaborated with Credit Bureau Agencies to remove credit report freezes on behalf of the customer.

Investigated and corrected errors on accounts and with billing information.

Counseled and researched identity theft issues and concerns.

Authored and developed procedural standards.

FIDELITY TITLE, San Mateo, CA 6/2002 - 1/2006

Escrow Assistant

Opened Escrow orders and prepared Escrow agreements.

Performed numerous funding duties such as Copying and Certifying Note, Deed of Trust, Insurance, Payoff Demands and Checks, Inputting Lender and Escrow instructions and sending Overnight Packages.

Disperse Checks to Mortgage Broker, Lender, Buyer and/or Payoff Department.

Updated and maintained recording and disbursement list of funds received.

Executed terms of contracts and trust agreements.

Manage Payoff Funds and Legal Documents.

Assisted buyers and sellers with securing financing.

Successfully handled calls in the absence of the Escrow officer.



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