Customer Service Administrative Assistant

Joan Duce

Lynnwood, WA - 206-***-**** - *********@*******.***

— KEY QUALIFICATIONS —

• 35+ years of experience in the Mortgage Lending Industry. I have worked in many different areas from Loan Servicing to Loan Officer to Processor

• WA State Life Provider License (Life Insurance and Annuities License)

• Problem Solving was a large part of my past employments

• Exemplary Customer Service with both verbal and written communications.

• Very detail oriented and used to working in a fast paced environment

• Used to working in a very Confidential environment in Customer Service in regards to all parties involved.

• I work very well both independently or as a part of a team

• Effectively manage my daily work while also collaborating with team members to include employees, borrowers and referral partners. Manage Close dates and lock expiration dates.

• Continually review and streamline processes to make the best experience for the customers and referral partners.

• Data Entry

• Dedicated, loyal, dependable and passionate about my work. Professional Experience:

Edmonds School District

February 2025 – Present

Para-Educator in the Intense Support and the Medically Fragile Classrooms I work as a Para-Educator in the classrooms with the Medically Fragile and Intense Support children. This is generally a 1:1 child/Para ratio. I work with the kids on their schoolwork and behaviors. I really enjoy these kids and this program. Wealth Builders Alliance

July 2024 – November 2024

WA State Licensed Life Provider (Life Insurance and Annuities ) This was a part time job I took over the Summer. I got licensed in WA State and served as the Administrative Assistant to the owners of the business. I did Problem Solving and Investigate programs and guidelines. Due to changes in the market along with other life happenings that they couldn’t predict the business & took a large dip and as a result I was laid off. I worked with Customers, I worked both Life Insurance and Annuity files, I managed the pipeline of active policies and annuities. I performed Data Entry, and a few other hats. Please see the letter of recommendation that the owner wrote for me. Homebridge Financial Services

May 2022 – April 2023

I followed the team at Caliber to Homebridge. My position was the same as it was at Caliber. After a year Homebridge was acquired by CMG and I was laid off during this transition. Business had fallen off and over of us were laid off. Caliber Home Loans

October 2019 to May 2022

At Caliber I was Andrew Austin’s LOA. I was responsible for all aspects of the file from Contract thru Closing. I was in charge of the Problem Solving and reviewed any files that had issues to resolve. I have great communication skills, both written and spoken. I have stellar Customer Service skills and have always received 5 stars from both customers and co-workers. I did the Pre-qualifying, Ordered out the file, gathered all needed documentation, calculated the income and reviewed all assets to be sure we fit the guidelines. I also did my own Disclosures. I also submitted the file to Underwriting. Once the file came out approved, I gathered any needed conditions and ordered closing documents.

Skills I have in every job: I have worked on a few different computer systems including Encompass, Point, Mortgage Ware. I am self-motivated and work well independently and in a Team. I love being part of a team that works together and independently to reach both personal and team goals. I am a very fast learner and pick up new computer programs easily.

Education:

Sammamish High School – Bellevue WA – Diploma of Graduation was received Institute of Financial Education – Seattle WA - I took various classes in Real Estate and Financial Education classes

REFERENCES FOR BOTH PERSONAL AND PROFESSIONAL AVAILABLE UPON REQUEST

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