Customer Service Analyst 3
Resume:
JULIA M TRENT
***** ***** ******* ***, * CHESTERFIELD, VA 23236
CONTACT
*********@*****.***
PROFILE
** ***** ** ********** ** the financial community with Truist Bank looking to acquire a position to utilize my knowledge and skills for the betterment of that organization that will fully utilize my production management, capacity planning, and analyst experience. Friendly and engaging team player and leader able to inspire staff to perform their best.
SKILLS
MICROSOFT WORD
EXCEL
TROUBLE SHOOT
LIFT UP TO 50LBS
COMMUNICATIONS
INTERNET RESEARCH
ABILITY TO WORK IN A TEAM ENVIROMENT
INTERPERSONAL EFFECTIVENESS
QUICK THINKING
BUSINESS CORRESPONDENCE
EXPERIENCE
Jewelz Transportation LLC CEO/Owner, Chesterfield, VA present
Responsible for ensuring timely and accurate deliveries
Maintaining customer service
Adhering to company guidelines
Valid driver’s license
Dependable vehicle
Up to date vehicle insurance
Blood Pathogen Certificate
HIPAA compliant under current employment with Truist Bank
Knowledge of locating customers utilizing GPS or a map
Skilled in reading, comprehending, interpreting and executing simple instructions
Ability to work independently
Mortgage Appraisal Analyst 3 Truist Bank -Richmond, VA May 1, 2016 - present
Responsible for maintaining database for incoming appraisals between Retail and Correspondent Clients
Generating Reports for the line of business
Promptly notify clients of any issues or concerns
Conducting system spot checks
Follow-up behind teammates
Continuous training to ensure guidelines are followed
Work closely with underwriters and reviewers to clear conditions
SYSTEM PROCEDURES ANALYST 3 TRUIST BANK -RICHMOND, VA JANUARY 1 2009 - MAY 1 2016
Overseeing the daily activities of the vendors/appraisers and service as workflow coordinator
Produce monthly fee panel score card report
Conduct monthly meetings with AMC’s
Onboard new appraisers
Update escalations log
Manage fee panel appraisers’ exceptions geography and reallocate when needed
Process FNC to AP invoicing to ensure vendors/appraisers are paid
Publish approved vendor
APPRAISER ANALYST TRUIST- RICHMOND, VA JANUARY 1, 2005 – JANUARY 1 2009
Support Fraud Collateral Risk Management in their initiative for executing a comprehensive risk management plan necessary to manage the potential credit risk as relates to mortgage lending
Manage retail approved appraisers for all of Truist
Perform comprehensive investigations and on repurchase request as well as pending and closed loans referred by internal and external customers that contain appraisal deficiencies
CONSUMER LOANS VENDOR MANAGER TRUIST – RICHMOND, VA MAY 1, 2002 - JANUARY 2005 RICHMOND, VA
Overseeing the daily activities of the On-Site Vendors
Serve as workflow coordinator ensuring the timely processing of all vendor services
Process an extensive knowledge of title reports flood determinations and appraisal practices
Make policy exceptions based on technical knowledge of real estate law/practices while adhering to Truist’s internal policy/procedures
COMPLIANCE ANALYST 3 TRUIST – RICHMOND, VA JANUARY 1, 2000 - MAY 1 2005 RICHMOND, VA
Perform quality control reviews on Consumer Finance Group and Truist originated loans designated to identify compliance, credit and operation risks and communicating the results and recommendations to senior and executive management
EQUITY SPECIALIST TRUIST – RICHMOND, VA APRIL 1 1997 - MAY 1 2005 RICHMOND, VA
Efficiently process all Equity Line and loan applications utilizing extensive knowledge of Equity Real Estate Lending while adhering to established policy and providing superior customer service
Ensuring that all customers are fully informed throughout the process and make every effort to get the customer to closing
EDUCATION
Goochland High School – Goochland, VA
High School Diploma
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