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Customer Service Real Estate

Location:
Arlington, TX
Posted:
August 23, 2023

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Resume:

MARSHANDA NICOLE SHAW

Finance Business Manager

Phone 469-***-****

Email ady5ug@r.postjobfree.com

OBJECTIVE

To leverage my expertise in financial analysis management to drive business success for a well established organization.

EDUCATION

2017-2021

Wiley College- BS. Organizational Management

2015-2017

Remington College- AS. Business Administration

PROFESSIONAL EXPERIENCE

ABB Logistics

Client Support Specialist

May 2023- Current

Responding to customer queries, complaints, and requests via phone, email, or chat.

Assisting customers with product setup and resolving any technical issues they might experience.

Informing customers about specialized product functionalities and features.

Following up with customers to ensure that reported technical difficulties have been resolved.

Troubleshooting, analyzing, and reporting product errors, failures, or malfunctions to management.

Keeping a detailed record of client data, including useful comments, as well as positive or negative feedback.

Maintaining client accounts and updating billing information as needed.

Edward Jones

Finance Specialist II

April 2022- May 2023

Review financial statements and analyze sales revenue, cost, and expenses.

Documented the current revenue/expenditure balance and report to management.

Answer questions and resolve accounting problems and discrepancies.

Recommend new and revised business processes to improve efficiency and effectiveness and assist departments with implementation of new processes and procedures.

Help guide and educate clients about the fundamentals and benefit financial literacy and stability.

TaxSlayer Dallas, TX

Software Specialist

December 2021-May 2022

Calculate form preparation fee according to the complexity of return and amount of time required to prepare forms.

Advise clients about investment strategies to minimize taxes as per tax laws.

Systematically prepare documents and assembled financial statements for independent tax clients.

Prepare and review federal and state return fillings for individual, LLCs, C-Corps and S-Corps.

Check data input and verify totals on forms prepared by others detect errors in arithmetic, data entry or procedures.

American Airline Federal Credit Union Fort Worth, TX

Mortgage Specialist

January 2021-November 2021

Prepare and review all account documentation pertaining to the verification of loans.

Correspond to residential loans and other loans assigned by senior management within the banks guidelines established by bank policy.

Maintain Knowledge of all legal and regulatory compliance issues:

Verify the real estate taxes on residential and other real estate loans.

Update collateral values as needed on residential real estate loans.

Schedule phone calls and members’ meetings as necessary and keep management informed of all activities within department.

Order credit reports, title insurance, hazard insurance and flood insurance.

Submit final documents to secondary market to include original recorded mortgage, deed and final title policy.

Regional Finance Irving, TX

Account Executive

April 2020 - November 2020

Negotiating with clients, solving any problems and making sure deadlines are met.

Presenting campaign ideas and costings to clients.

Research and analyze sales options to support clients and ensure customer satisfaction.

Support existing clients by formulating sales strategies and communicating product value.

Find and close company leads.

Cash Cow Shreveport, LA

Loan Officer

July 2019 - November 2019

Advise borrowers on financial statues and methods of payments.

Approve loans within specified limits.

Evaluate or recommend approval for credit and business loans.

Update and review account records and files.

Print checks and properly disburse payments.

Properly prepare and make bank deposits and cash withdrawals.

Thrifty Loans LLC. Bossier City, LA

Floating Loan Agent

January 2017 - July 2019

Evaluate, authorize and recommend approval of signature, payday, and title loans.

Process loan application in compliance with bank policies, meeting investor guidelines and demonstrate lending strategies.

Collect data, verify documents and ensure the completion of applicants.

Act as the liaison between the institution and applicant.

Efficiently and successfully process bank deposits and cash withdrawals.

Boomtown Casino Bossier City, LA

Beverage Server (Part-Time)

April 2017 - July 2019

Prepare establishment for incoming patrons, as well as performing closing procedures.

Knowledgeable of both drinks and garnishes, per regulatory policies.

Work with a wide variety of people with different personalities and efficiently diffuse any.

customer disputes.

Handle stressful situations and delegate responsibilities, including working well with others to.

complete a common goal.

Experienced with the POS order entry computer system.

Excellent customer service and communication skills.

Excellent time management, cash handling, and money management skills.

Cash Time LLC Bossier City, LA

Store Manager

August 2015 - December 2016

Accomplished company objectives by managing staff, planning and evaluating activities.

Assisted with day-to-day operations of the company, responsible for overseeing the enter branch location.

Implemented strategies to improve customer service.

Efficiently processed bank deposits and cash withdrawals.

Ensured customer needs are met, complaints are resolved and service is quick and efficient.

Responsible for accounts receivables, payables, invoices, shipping and maintaining accounting and legal expectations.

Relied on experience and judgment to plan and accomplish goals.

Ace Cash Express Bossier City, LA

Customer Service Representative/ Loan Agent

August 2012 - July 2015

Engaged in high impact sales presentation.

Focused on sales and promotions of product and services.

Collected payments on past due accounts.

Cashed any type of verifiable checks up to any amount.

Monitored and report on sales activities and follow up with management.

Offered and sale prepaid debit cards, checking accounts, money orders etc.

Provided customers with superior and quality customer service while performing efficient and accurate transaction processing.

Adhered to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and company assets.

Proactively educated customers on utilizing available access channels Retail, Corporate, In Person and Direct Deposit.

Accurately and efficiently processed and cash different types of checks, money orders etc.

Resolved account service issues and responded to customer inquiries promptly and effectively.

Teleperformance Shreveport, LA

Customer Service/Billing Agent (Sprint/Nextel)

June 2008 - July 2012

Maintained professional and technological knowledge of cutting edge technology.

Drive company numbers by selling, pushing services and products.

Provided basic customer service for a high volume of primarily routine inbound telephone.

Adjusted content of sales by studying the type of service, product and trade factor.

Interacted with customers and company sales and/or service representatives to handle a variety of issues.

Maintained records of returns, schedule changes, product enhancements or changes.

Collected payments on past due accounts.

Located customers using credit bureau information, background checks, loan documents, and other paperwork or databases.

Utilized computer systems to handle skip tracing.



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