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Customer Service Care

Location:
Bridgeport, CT
Posted:
August 08, 2023

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Resume:

Bonita Carson

Bloomfield, CT 860-***-**** adysjb@r.postjobfree.com

Dependable, detail-oriented, and results-driven professional with 15+ years of experience processing loan documentation, evaluating creditworthiness, and enforcing compliance, while addressing client concerns in a high-volume and fast-paced environment. Home Equity Loan subject-matter-expert with proven ability to ensure completeness, accuracy, and legibility for all applications from data entry to the loan closing process. Demonstrated history of building effective coordination with cross-functional teams to maximize efficiency with a track record of delivering quality customer service and experience. Professional Experience

Robert Half Staffing Agency Hartford, CT

Multiple Customer Care Positions May 2021 - Present

● Fulfilled duties within the Leasing Office within the Village at Park River, managing all aspects of front desk operations and a high-volume of calls as well as coordinating work orders and collaborating with the event coordinator

● Greeted numerous customers, ensuring quality customer care throughout tenure at the Hertz Rental Car office within Bradley International Airport

● Worked diligently within a fast-paced H&R Block office, utilizing company systems to schedule and confirm appointments guaranteeing efficient processing of check-ins to match clients to the correct tax professional Bank of America Farmington, CT

Production Specialist August 2005 - April 2021

● Evaluated creditworthiness for XX pending home equity applications daily to determine financial eligibility and feasibility of granting loans

● Requested an accurate appraisal to select appropriate title product for pending home equity loans applications

● Addressed issues and concerns in the loan documentation in close coordination with the internal team for timely and accurate processing of all closing documentation

● Processed daily tasks and requests from work queues, retrieving and managing a total of XX applications daily

● Served as an integral part of the Contingency Management Team, tasked with ensuring compliance with established risk parameters in the processing of loan applications

● Functioned as Production Specialist for home equity applications, tasked with the processing of returned bank documents as well as rejected customer forms using the virtual imaging system

● Collected and prepare documents received through mail by scanning customer applications into the imaging system for processing and closing

● Collaborated with internal teams to evaluate all applications in accordance with company policies and procedures

● Ordered and evaluated XX payoff requests daily to close pending home equity applications for accurate credit decision-making for all payments

● Delivered valuable assistance in reviewing, preparing, and maintaining various credit files while ensuring all the procedures are carried out effectively and within the given deadline

● Acted as a key member of the Document Preparation Team, tasked with preparing and reviewing all home equity documentation as per bank policies and procedures before closing

● Produced documentation evidencing contractual obligations between the bank and customers for credit issuance Core Competencies

Review & Analysis, Documentation & Reporting, Risk & Contingency Management, Home Equity Loans Cross-Functional Coordination, Regulatory Compliance, Credit Management Reports, Payoff & Closing, Financial Auditing Technical Skills

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Virtual Imaging System Education

Associates Degree in Business, Capital Community College



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