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Customer Service Real Estate

Ephrata, PA
September 26, 2023

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Jean K. Quimby

Ephrata, PA *****



• Banking and Appraisal Specialist with over 20 years’ experience servicing Commercial Real Estate, Appraisal and Collections Departments providing excellent customer service and relationship building while maintaining the utmost customer confidentiality.


Incenter Appraisal Management – Fully Remote

Appraisal Coordinator, May 2021 – December 2022

• Providing exceptional customer service while acting as a liaison between lenders and appraisers.

• Managing the appraisal process from start to finish for over 50 lending institutions. Trustco Bank, Schenectady, NY

Tax Researcher, November 2017 – April 2021

• Research of county, town and village tax records through various resources to verify payment and to identify delinquencies

• Maintaining delinquent tax report and creating delinquent tax letters

• Providing customer support to the Collections Department Douglas A. Haring & Co., Reading, PA

Appraisal Analyst, August 2016 – August 2017

• Researching comparable sales data

• Analyzing leases, zoning regulations and agreements of sale

• Creating commercial appraisal reports

National Penn Bank, Wyomissing, PA

Appraisal Ordering Specialist, September 2004 – July 2016 when the Bank was sold

• Acting as a liaison between lending and appraisal function, prioritizing assignments, obtaining quotes, ordering reports, maintaining files and databases and processing invoices.

• April 2006 added performing appraisal reviews to ensure reasonableness of value, and FIRREA and USPAP compliance in appraisals of land, agricultural, commercial, industrial and residential properties.

• Required skills include ensuring confidentiality of customer information, excellent customer service, proficiency in Microsoft Office, review of agreements of sale, leases, agricultural and conservation easements and income and expense information.

• Commercial Real Estate Loan Servicer, December 2000 – August 2004

• Maintaining customer confidentiality

• Reviewing loan documentation for accuracy for loan settlement

• Creating and maintaining loan files

• Tracking appraisal and construction reports

• Obtaining required financial documents from clients EDUCATION

• Continuing Education, National Penn Bank – Construction Lending, Principles of Banking, Economics

• Albany School of Real Estate, Residential Appraisal 1, 2 & 3, Standards and Ethics

• Middleburgh Central School

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