ANNE B. ADDAZIO
**** ****** **, **** ******, NY *1554 Home: 516-***-**** ********@*****.***
Summary of Qualifications
Extensive experience in Administration and Office Support. Experienced in various clerical skills including bookkeeping, customeer sevice, and general office duties. Extremely reliable and dependable. Knowledge of the mortgage industy. Functional Skill Areas
OFFICE AND ADMINISTRATIVE SUPPORT
Scheduled appointments.
Organized and maintained files.
Took notes and memos.
Answered phones and assisted callers.
Greeted visitors.
Completed forms in accordance with company procedures. Used computers for spreadsheets, word processing and database management. Took meeting notes.
assist with business or managerial research
perform typing or data entry for extended duration fill out business or government forms
use computers to enter, access or retrieve data
filing
use spreadsheet software
word, excel, access, powerpoint, LAN/WAN, publisher CUSTOMER SERVICE
Spoke with customers by phone and in person.
Provided information about products and services.
Took and recorded orders.
Received and processed incoming phone calls from customer or client base. Recorded details of customer transactions, interactions, inquiries, complaints and comments. Prioritized data entry daily to ensure customers' needs were met. Ensured that appropriate changes were made to resolve customer concerns. Effectively identified customer concerns over the phone. Responded to customer inquiries.
Strategically targeted customers for increased sales. Provided sales support.
Maintained a positive and professional phone demeanor. Performed office duties such as data entry, word processing, filing and copying. maintain records, reports, or files
LOAN INTERVIEWER
advise clients or customers
use interviewing procedures
compute property equity
compute financial data
evaluate customer records
understand property documents
maintain records, reports, or files
maintain account records
complete information on loan forms
prepare reports
fill out business or government forms
review loan applications
AMERICAN ADVISORS GROUP INC IRVINE, CA
FREEDOM MORTGAGE CORP MOUNT LAUREL, NJ
AEROTEK INC SAINT LOUIS, MO
HOMEBRIDGE MORTGAGE SYOSSET, NY
verify bank or financial transactions
collect deposit or payment
Educated customers on loan processes and repayment schedules. Contacted customers regarding loan application status. Prepared loan applications, closing documents, legal documents, forms, government notices and checks. Executed closing actions and approved loan agreements. Processed loan files.
Registered loans.
Issued proper disclosures as required by federal regulations. Researched all loan inquiries.
Documented loan information and customer inquiries. BOOKKEEPING
Used accounting software to record, store, and analyze information. accounts receivable/accounts payable
Prepared invoices for data entry using appropriate codes. Entered invoices into computer system.
compute taxes
maintain records, reports, or files
maintain balance sheets
prepare tax reports
reconcile or balance financial records
Work Experience
Sales Representatives, Services, All Other
Loan Interviewers and Clerks
Loan Interviewers and Clerks
Office and Administrative Support Workers, All Other Education & Training