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Loan Specialist Customer Service

Location:
Appleton, WI
Posted:
June 26, 2023

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Resume:

Valerie Nicole Kolen

Oshkosh, WI / 414-***-**** / adxw85@r.postjobfree.com

Skills

Customer Service

Decision making

Time management

Written and verbal Communication

Critical thinking

Computer Proficiency

Work Experience

Wendy’s Restaurant

Strong Oaks Properties

Property Manager

January 2003- 2015

Waukesha, WI

Met with prospective tenants to show properties and explain terms of occupancy.

Acted as a liaison between on-site managers or tenants and owners.

Maintained records of sales, rental or usage activity, special permits issued, maintenance and operating costs, and property availability.

US Bank

Personal Banker, Sales

August 2013- May 2014

West Allis, WI

Contacted clients periodically to determine any changes in their financial status.

Opened accounts for clients and disbursed funds from accounts to creditors as an agent for clients.

Wells Fargo

Loan Specialist

October 2009- May 2011

Office Team Milwaukee

Loan Specialist

July 2008- October 2009

Milwaukee, WI

Reviewed financial statements, sales and activity reports, and other performance data.

Assisted customers with Deed in lieu, Foreclosures

Processed mortgage loans and loan modifications.

Washington Mutual Bank

Customer Service, Sales

May 2004- August 2006

Milwaukee, WI

Conferred with customers to provide information about services or products, take or enter orders, cancel accounts, or obtain details of complaints.

Solicited sales of new or additional services or products.

Kept records of customer interactions and transactions, recorded details of inquiries, etc.

Education

High School Diploma – Madison University High School

Milwaukee, WI

Career Highlights

Outstanding Attendance – Wells Fargo

Customer Service Award, Sales goals met every month – US Bank Ameri-Corps volunteer 2006-2007



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