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Customer Service Client Services

Location:
Anderson, IN
Posted:
October 04, 2023

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Resume:

Frank Morgan

**** **** ***** ** ● Anderson, IN 46012 ● (765) 607 - 8024 ● @fmjmorgam55gmail.com

QUALIFICATIONS

Over 10 years’ experience in direct sales, identifying marketing strategies, and preparing sales proposals and reports

Over 10 years’ experience in customer service with a focus in financial and business operations

Over five years’ experience in the mortgage industry and related functions

Over 15 years’ experience w/Internet, MS Word and Excel

Experienced in various loan, mortgage, and financial-specific applications

EMPLOYMENT HISTORY

2021- 2022 Moralas Group, Inc. Staffing – Temporary staffing assignment

Customer Operations Specialist, Keter, North America, Anderson, IN

Managed all aspects of orders and shipping process for outdoor storage structures

Resolved customer and product availability issues

Worked with carriers for order routing to insure timely service

Provided excellent customer service to all clients internally and externally

xxxx – xxxx Avanciers (Trust Bank), Indianapolis, IN

Client Services Representative

Performed analysis of borrower’s financial profiles and executed transactions

Analyzed credit reports and verified banking and employment information for prospective loans

Managed closing issues and requirements and served as liaison to

xxxx-xxxx Freedom Mortgage, Fishers, IN

Loan Processor

Initiated and maintained contact with clients throughout the loan process

Verified applications, financial and legal documents requiring great attention to detail

Input loan information for processing, monitored and recommended alternatives as needed

Performed loss mitigation procedure, researched problems and filed documents as required

xxxx-xxxx Morgan Cleaning, Indianapolis, IN – Part-time

Owner/Operator

Secured small business contracts for office carpet and floor maintenance

Supervised and trained a team of four part-time maintenance employees

Managed cleaning supplies, equipment, and transportation

xxxx-xxx Morgan Security Services, Indianapolis, IN – Part-time

Owner/Operator (Bonded)

Provided security for local and some high-profile entertainers and events

Maintained order and control in large crowds and in various size venues

EDUCATION

Associates of Arts, Parkland College, Parkland, IL

Major: Social Science & Marketing

Vocational Certificate, Vincennes University, Vincennes, IN

Focus: Fast Track Tool & Dye



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