Customer Service Representative

Sadie Smith

Customer Service Inbound Outbound - Allstate Insurance Gastonia, NC 28054 ********@***.*** +1-704-***-****

Professional Summary

I am authorised to work in the United States for any employer.

Authorised to work in the US for any employer

Work Experience

Team Lead

Planned Parenthood/ Outreach Team-Charlotte, NC

August 2024 to Present

Canvassing/Trainer

Campaigning with a Smart device door to door throughout the Charlotte Metropolitan and surrounding counties.

Training new employees on script presentation as well as proper etiquette when speaking with potential clients face-to-face.

Customer Service Representative

Manpower-Charlotte, NC March 2020 to 2022

Customer Service Representative receives Estimated payments to the IRS according to the filing years.

Documentation Representative Specialist.

Customer Service Inbound Outbound

Allstate Insurance-Charlotte, NC March 2014 to April 2015

scripted calls to potential clients. Great Calls Awards on numerous occasions. Quality Assurance Awards, Cross Sales Awards. Top Transfers most CPH per hours. Excellent Objectives quality adherence

.

IFC Specialist

CitiMortgage-Fort Mills S.C

February 2013 to February 2014

Responsible for completing the OCC 13 point pre foreclosure sale checklist.

•Verified all the needed documents, disclosures and government regulatory items have been completed& noted on the account before the scheduled sale.

•Agents are also responsible for cancelling or postponing a possible sale to allow time for the checklist-to be completed.

Document Review Specialist

CitiMortgage

February 2012 to February 2013

Reviewed documents sent in by borrowers for completeness and correctness.

•Responsible for reviewing the various investor guidelines to verify all needed documents and forms-have been collected.

•Submitted completed file to underwriting for final processing.

HSS2 Specialist

K-Force (BOA)

October 2010 to August 2011

Reviewing documents/file for loan modification throughout the entire process. Navigate through multiple systems and knowledge of excel. Experience with managing a pipeline.

•Complete knowledge of Bankruptcy and Foreclosure files.

•Knowledge of Freddie Mac and Fannie Mae loans. Maintain a high level of customer service while-working in Production environment by being proactive in communication with customers and banking center associates.

NACA - Neighbourhood Assistance Corporation of America (NACA) July 2009 - July 2010

•Provide financial and budget counselling

•Guided members through the entire loan restructure/modification process.

•Negotiated Proposal with underwriting team

•Knowledge of all government assistance programs

Paralegal Specialist Team Lead

U.S. Small Business Administration

September 2004 to September 2006

Assists borrowers in completing loan closing documents.

•Advise borrowers on loan closing procedures; explain pertinent legal and policy matters concerning the-disaster lending process; and assures that loan case files are complete.

•Conducted followed up with borrowers to ensure that agency deadlines for loan closings are met and-offered assistance as needed.

•Reviews borrower's correspondence and initiates appropriate action to respond to borrowers request-such as loan modifications, progress inspections or document issuance along with relocations request and alternate use of disaster loan funds.

•Trained other Paralegal Specialists or other support personnel for the purpose of improving the delivery-of the disaster loan program.

•Performed Title Searches

•Verified lien position by Subordination Searches

Education

High school diploma in Accredited Programs

Theodore Roosevelt High School - Bronx, NY

Skills

•Adobe Acrobat

•Documentation review

•Research

•Mental Health certified through New York City Department of Corrections (10+ years)

•Hospitality

•Law enforcement

•Microsoft Excel

•Medical terminology

•Administrative Experience

•Driving

•Computer skills

•Customer Care

•Microsoft Office

•Typing

•CSR

•Call Center

•Legal Research

•Conflict management

•Customer service

•Customer Support

•Surveillance

•Legal research

•Guest services

•Research

•Supervising experience

•Door-to-Door Experience

•Quality assurance

•Sales

•Time management

•Customer Service

•Delivery driver experience

Certifications and Licenses

CPR Certification

driver's license

December 2020 to December 2026

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Guard Card

Groups

OFA

2010 to Present

Additional Information

Qualifications

Strong knowledge base with computers and applications including MS Word MS Excel.

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