Email: **********@***.***
Direct: 507-***-****
Objective:
Office Manager & Client Specialist Customer Service Representative with 30 years in fast-paced. Personable and professional under pressure. Versed in customer support in high call volume environments. Computer skills and telephone etiquette, I am driven to exceed sales goals and build long term relationships with customers. Delivering positive experiences through high-quality customer care. Excellent communicator in a demanding call center environment service. Patient with a strong work ethic with extensive background in conflict resolution, I am a service professional, attention to detail. Skilled in establishing professional sales rapport with customers and clients. I am Self-motivated with exceptional communication and computer capabilities. Mathematical, problem-solving, and negotiation skills strong in verbal and written communication skills Experience in the financial services industry for over 8 years in lending home mortgage experience.
LEADERSHIP:
Leadership in Teamwork accomplishing Company’s Goals Always Lead by Example to others with professionally, Honesty, with Integrity, with right Character and Attitude, with positive persistence with passion in what I do, Leadership will follow.
Work Experience:
Wells Fargo & Co. MN,
Global Business to Business Operations Associate Specialist Accounting
From: 01/09/23 thru 06/30/2025
Accounting Processer for all Wells Fargo ACH B2B payments, being process in depositing Nationwide to a braid Global Business to Business customers accounts, strong focus to attention to detail, in a fast-paced environment. Depositing over 5 million to 15 million per shift.
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Mid Country Bank; Universal Banker, From: 12/16/2023 thru 12/20/2024
Excellent communicator in a demanding call center environment service. Patient with a strong work ethic with extensive background in conflict resolution, I am a service professional, attention to detail. Skilled in establishing professional sales rapport with customers and clients. I am Self-motivated with exceptional communication and computer capabilities. Mathematical, problem-solving, and negotiation skills strong in verbal and written communication skills Experience in the financial services industry for over 8 years in lending home mortgage experience. Skills & Abilities: Creative problem solver Experience in Financial service industry Strong client relations. MS Windows proficient in Excel Spread Calculation Sheets. POS systems expert, QPOES System, Salesforce engine System, MB-Trust Computer System, and Quick Learner Multi-line phone talent Mediation capability. Strong math, problem-solving negotiation skills, strong verbal communications written communication skills.
Edina Realty, 04/16/2022 thru 12/10/2023 Listing MLS Coordinator / Customer Service Specialist Administrator:
. Perform data input functions, process real estate information and maintain MLS listings and sales records.
Verify information with sales associates to ensure accurate listings.
. Provide Administration Support: answer phones, monitor hotline, greet visitors and schedule Appointments.
. Distribute mail, maintain office appearance and order office supplies track sign inventory, prepare packets and maintain office equipment.
. Process real estate advertising, submit license applications and charge and manage payments.
. Maintain sales data, generate reports and prepare routine correspondence.
. May process earnest money and maintain and reconcile escrow information.
. Maintain and monitor electronic and paper files/records.
. May serve as back-up to other office staff.
. E-Sig forms any additional responsibilities as requested or assigned.
Express Professionals Agency From: 03/25/2021 thru 04/28/2022
Timesavers International Inc., Sales Administration Assistance,
•Prepare quotations for customers as directed to ensure that the customer’s requests are met. •Process production orders for distribution. Send out acknowledgement letter and enter orders in QPOES (access based) and Informal. Follow up and ensure that orders are complete and down payments are received.
•Maintain manufacturing schedules of machines on order.
•Maintain pool list of in stock machines. Send weekly pool list to
Metal & Wood Distributors.
•Generate various weekly, monthly and yearly sales reports for distribution to company management, National Sales Manager and Regional Sales Managers.
•Process sales leads by entering in database and following up with distributors.
•Generate correspondence, memos, schedules, faxes, etc. Handle incoming calls when Regional Managers are not available.
•Update distributor lists to reflect changes of addresses, phone numbers, etc. Send out distributor agreements and territory maps to new distributors.
•Maintain website with quotes, dimensional drawings, spec sheets and dealer information. Assign/maintain dealer passwords. •Communicate effectively with various departments, including engineering, service and manufacturing. Perform other related duties as assigned.
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Express Professionals Agency
Auto Approve Financial: Auto Title Specialist Agent, as a Title Specialist I was responsible for perfecting automotive titles in a timely manner in the correct lending partner name. Professional demeanor when communicating with others, both verbally and in writing knowing state specific title laws and requirements for perfecting Leans, ensure that we have all title paperwork that is needed to perfect the title. Create and stack title packets to be sent to Title Company and DMV for them to be perfected, document in the system of record per applicable policy/procedures and Monitor accounts for ‘red flags or potential fraud. Protect information in accordance with Companies Information Security Requirements. Meticulous attention to detail, efficient time management, ability to learn and adapt in a very fast paced environment.
Wells Fargo & Co.
Mortgage Processor Specialist,
11/05/2019 trough 03/10/2021
Working with all kinds of home mortgage files reviewing all files for Mortgage Lien Holders and customer’s errors, verifying customer’s signatures and Legal Notary Stamps are correct place and dates are expire making sure all documents are Wells Fargo home mortgage files are ready for Wells Fargo Investors and sent to be safe of Vault.
Supply Technologies Inc.
From 12/20/2016 –10/10/2019 International Logistics Finance
Billing Department Lead. Exceed Company’s venue goals are building long-term relationships with customers in a large Sales Industry Company, archiving as an Office Manager, training staff establishing good customer service report with clients. I am a Self-motivated Individual with exceptional communication and computer capabilities, Negotiation Sales attention to details skills.
Elite Title Comp LLC, From: 08/20/2013 to 12/01/2016
Jr. Title Processor Representative, answered an average of 35-40 calls per day by addressing customer inquiries, solving problems and providing new product information. Successfully acquired an average of 25 new customers per month, generating a 52% growth in revenue. Provided an elevated customer experience to generate a loyal clientele. Implemented marketing strategies which resulted in 65% growth of customer base. Effectively communicated with and supported sales, marketing and administrative teams daily. Developed reputation as an efficient service provider with high levels of accuracy. Directed calls to appropriate individuals and departments. Dedicated to continuously improving sales abilities and product knowledge.
Executive Claims Specialist.
From: 09/20/2010 to 08/02/2013 Viking Client Services–Eden Prairie, MN. Answered an average of 95 calls per day by addressing customer inquiries, solving problems and providing new product information. Provided an elevated customer experience to generate a loyal clientele. Developed reputation as an efficient service provider with high levels of accuracy. Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot. Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently. Asked open-ended questions to assess customer needs.
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Home Mortgage Adviser Sales Representative.
From: 03/21/2008 to 09/03/2010
Edina Realty Mortgage & Wells Fargo Home Mortgage–Edina, MN.
Answered an average of 25-40 calls per day by addressing customer inquiries, solving problems and providing new product information. Successfully acquired an average of 8-12 new customers per month, generating a 60-65% growth in revenue. Provided an elevated customer experience to generate a loyal clientele. Implemented marketing strategies which resulted in 75% growth of customer base. Effectively communicated with and supported sales, marketing and
Administrative team daily.
Developed reputation as an efficient service provider with high levels of accuracy. Dedicated to continuously improving sales abilities and product knowledge.
Accounting Claims Examiner.
Citi-Group Financial: Eden Prairie MN, from: 04/01/2002 to 03/09/2008, Process incoming damage claims from customers, dealers and insurance adjustors. Responding to various customer inquiries, completing substitution of collateral for customers, negotiating settlements with insurance companies, customers’ attorneys discussing accounts payoffs negotiating for final settlements on our client’s loans, insuring quality service for every caller, working with body shops making sure vehicles are complete to body shops are funded. Experience in accountings inquiries in daily transactions, Experience in Word Excel process Negotiation strategies, Customer service relations skills, verbal and written communication skills, Coordinate and trained new employees in the Coppell office area in new transition in. Senior
Customer Service Representative,
Arcadia Financial, Eden Prairie MN, From 12/20/1998 -04/25/2002.
Handle over inbound phone traffic calls: assist customers with various inquiries on Account billing questions or problems, processed between 30 and 45 calls per hour, ensuring policies and procedures are followed, accepting payment by phone making sure are applied into correct accounts. Giving 100% Customer Service Satisfaction to every account holder.
Education: High School Diploma: San Fernando Senior High School -San Fernando, CA Pierce College –Winnetka, CA Business Admiration / 2 years only No Degree or Diploma.
Professional References:
Joel S. 952-***-****
Rick Vazquez. 651-***-****
Rachael Hernandez. 651-***-****