Pattie Powell

Rate Lock Coordinator

Stanton, CA 90680

adzkzk@r.postjobfree.com

+1-714-***-****

A self motivating, enthusiastic, hard working individual who strives to provide a positive and rewarding experience for the customer.

Authorized to work in the US for any employer

Work Experience

Personal Assistant

Robert H. Swanson - Stanton, CA

September 2019 to Present

Responsible for the care of Robert H. Swanson and his personal matters I e. Bank accounts, appointments, travel plans,and etc. Performed secretarial work and provided Mr. Swanson with his day-to-day administrative support. Duties include answering phone calls and managing correspondence, scheduling appointments, and making travel arrangements. They may also be required to organize events. Rate Lock Coordinator

MortgageIT - Bellevue, WA

July 2008 to March 2010

Answered daily calls from Account Executives, brokers with their Lock request, pricing, etc. I averaged 50 calls a day, hand delivered rate sheets to internal staff. Ensured each loan was locked in with accurate pricing and sent to the appropriate investor.

Lock Desk Lead

Homecoming Financial - Petaluma, CA

July 2005 to July 2007

As a lock desk lead I provided support to the Lock desk coordinators assisting the client. Trained each new lock desk coordinator to price out loans and perform extensions.Conducted interviews for potential new staff

Business Operations Analyst

Washington Mutual - Bothell, WA

May 2001 to July 2005

As a Business Operations Analyst I was given a number of Customer Service Representatives to review for quality assurance, look for coaching opportunities .I reviewed 10 calls from the previous month and provided the Customer Service Manager a report that included my in-depth analysis of the representatives work.

Customer Service Representative-2

Washington Mutual - Bothell, WA

May 1999 to May 2001

Responded to customer inquiries about their personal checking and savings accounts. Provided Sr. Support to difficult calls were a supervisor or manager was needed. Education

Some college courses in General courses for AA

Cypress College - Cypress, CA

January 2020 to Present

High school diploma or GED

Skills

• Micrsoft office, windows 10, 10key by touch, Customer Service, write clearly and concisely, speaks effectively,listens attentively,gathers appropriate information, mulit tasks, works well with others, enforces policies, and teaches,trains, instructs.

• Quality Assurance

• Business Analysis

• Business Requirements

• Analysis skills

• Requirements Gathering

• Typing

• Customer support

• Customer service

• Data collection

• Mentoring

• Personal Assistant Experience

• Microsoft Access

• Microsoft Outlook

• Communication skills

• Microsoft Office

• English

Assessments

Data Entry — Proficient

October 2019

Entering data quickly and accurately

Full results: Proficient

Customer Focus & Orientation — Highly Proficient

January 2020

Responding to customer situations with sensitivity Full results: Highly Proficient

Memorization — Highly Proficient

November 2019

Committing product or merchandise information to memory and recalling it at a later time. Full results: Highly Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

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