MONIQUE SAVAGE

San Diego, CA 619-***-**** adxk9x@r.postjobfree.com

Highly qualified and well-developed professional with experience and extensive training in customer service. Currently seeking to obtain a professional position where my skills, education and experience may effectively be utilized and strengthened

SKILLS

Office Skills

Telephone Skills

Customer Service

Data entry and typing skills.

Microsoft office

Processing

EXPERINCE

Geico 2021-2022

Customer Service Representative San Diego CA

Providing outstanding customer service by showcasing expertise, fostering trust, and growing customer satisfaction

Effective communicator, understanding the importance of being empathetic to the customers.

Working in a fast-paced high volume call center environment.

Processing client payment

H & R Block 2021 Seasonal

Block Advisor CSP San Diego CA

•Greet clients in a personalized, friendly, and inviting manner.

•Make phone calls to schedule and confirm appointments.

•Match clients with the best-suited tax professional (tax advisor) for their needs

•Handle client exits by ensuring all current and future needs are met.

•Maintain office cleanliness.

Organization of resources with team members

Filing documents

•Handling payments

Omni Financial 2019 – 2020

Customer Care Specialist San Diego CA

Establish loan files manually and electronically and order all exhibits soon after the file is received.

Develop and oversee loan disbursements, documents, and reports along with obtain credit and financial information as required.

Doing customer interview about their credit reports for each loan process.

Prepare closing, develop closure instructions, supervise contingencies, and verify lock information.

Collect credit and varied documents from customer as well as third parties required to support decision of loan approval.

Head responsibility for loan processing.

Ensure loans are processed as per established company procedures and policies.

Process, close, present, service and record loan related notes and disbursements etc.

Answering phone calls, outbound and inbound calls.

Collection process.

Global Equity Finance 2015-2018

Program & Credit Analyst 2017- 2018

● Review applications and price out loan programs that are most beneficial to the borrower

● Utilize all applicable Conventional, FHA, or VA underwriting guidelines and lender overlays to each loan program

● Analyze borrower’s credit reports to determine creditworthiness

● Identify, request, and verify income documents, disclosures, mortgage and HOI statements, and other pertinent documents necessary to put a loan in process

● Review complete loan packages before submission to lenders

Transaction Coordinator 2016-2017

● Opening title by collecting Borrower information

● Ordering verification of mortgage payments & employment

● Ordering home valuation appraisals and other needed home inspections

● Requesting updated homeowner insurance documents

● Requesting tax transcripts

● Processing credit card charges

● Review all documentation for accuracy and compliance

● Processing RESPA packages

Contact this candidate