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Call Center Account Executive

Location:
Miami, FL
Posted:
August 29, 2023

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Resume:

Marina Rojo

Miami, FL *****

786-***-****

adzbf3@r.postjobfree.com

Professional Accomplishments

• Increased sales from $1 million to $7 million on a monthly basis from 2003 to 2007 • Awarded membership into Countrywide Specialty Lending Platinum Producer Club (2002, 2003 & 2004) • Tax Service Certified & registered with the Internal Revenue Service

• Played an instrumental role in setting up 40 to 50 new accounts PNC

Customer Care Center/Client Solutions Specialist (November 2018 – Present) Process payments for auto, personal and home equity loans and answer general inquiries Assist with Zelle transactions, Bill Pay, and Online Banking lockouts Provide explanation of fees charged and recommendations to avoid future charges Provides sales, service and execution support for new and ongoing client relationships.

● Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans.

● Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for client implementation and servicing issues.

● Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed. Perform general administrative support. Delphi Investment Realty

BPO Field Rep. & R.E. Assistant (January 2011 – October 2018) Prepare real estate agreements, leases, listing contracts and other pertinent forms MLS searches, reports, market analysis, input of data and inventory maintenance File processing from negotiation to closing

ADP Total Source

Employee Service Call Center and Sales (October 2010 – January 2011) Sell top performing medical plans among other benefits Provide information to carriers via fax or email for haste enrollments Answer inbound calls from employees and provide client support First Equity Mortgage Bankers, Inc (June 2009 – October 2010) Sales and Loan Modification Call Center Representative Process applications for clients to ensure they pre-qualify Answer inbound calls from potential clients regarding mortgage loans Meet quarterly quotas of loan sales

Countrywide Home Loans (January 2002 – December 2007) Account Executive

Work directly with brokers, Help the processor expedite documents & close the loans Assist with training seminars for employees

Bank of America (January 1998 – December 2001)

Mortgage Processor

Collected and processed required documents to close loans according to banking guidelines Organize and coordinate program presentations for potential clients Prequalify clients for loans

Education

Miami Dade College Miami, FL Bachelor of Science in Business Administration May, 1985 Language

Fluent in English and Spanish

Skills

Microsoft Word, PowerPoint and Excel

WordPerfect

Enterprise

QuickBooks

Lotus 1-2-3

MLS



Contact this candidate