Customer Service
Resume:
Nogales Highschool
West Covina, CA
***************@*****.***
West Covina, CA 91790
Skills
• Strategic Sales and Planning
• Customer Satisfaction
• Payment processing
• Meter reading
• Data management
• Equipment maintenance
• Safety protocol adherence
Customer relationship
management
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• Compliance verification
• Team collaboration
• Quality control
• Problem solving
• Effective communication
• Project management
• Recruiting
• Training
• Coaching
• Team Building
• Internal Financial Control
• Budgeting
• Automated Financial System
• Reporting
• Analysis
• Underwriting
• Notary Public
• Business Development
• Expert in risk management
• Account analysis expertise
• Excels in team leadership
• People-oriented
• Strategic planning
Education And Training
Effective Mortgage Broker proudly offering over 24+ years of experience in cultivating leads that turn into great business opportunities. A poised go-getter handling stressful situations and remaining composed. Successful at putting together closing paperwork, evaluating information, and documenting actions. Knowledgeable about researching and resolving problems. Completes high- quality work in fast-paced settings, making complex real estate transactions seamless for buyers, sellers, and colleagues. Customer-focused, disciplined, detail-oriented person with exceptional proficiency at coordinating multiple transactions simultaneously and accurately. Team player with a history of smooth closings and repeat customers. Thorough and detail-oriented with proven expertise in evaluating packages with a balanced approach encompassing both risk mitigation and profit goals. So Cal Gas - Remittance Processing / Field Service Tech 06/2023 - 02/2026
Doma - Senior Recording Specialist
01/2022 - 01/2023
Carmen Headworth
Summary
Experience
Perform duties according to the Company guidelines and established safety procedures. Meter reading, Meter repairs or rebuilds, working with the safety committee to structure safety protocols.
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Receive payments (cash, checks, or money orders) for the service and or purchase of products.
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• Process payments from door box, mail, field collectors, etc.
• Utilize CIS
(limited functions - see Guidance on Common Cashiering Tasks below) and PEP programs to access data on customers' accounts.
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Balance cash and checks with the PEP system total and prepare funds for deposit.
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Answer basic customer inquiries relating to payments and general Company programs.
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Refer customers to full-service representative or lobby phones for service requests, high bill inquiries, and other CCR/Lead functions.
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• Secure all company funds.
• Perform various equivalent grade functions.
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
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Supervised a strong team of 7 employees with recording requirements from different counties and performed efficient training on regulations and county requirements.
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Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
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Worked closely with team members to deliver project requirements, develop solutions, and meet deadlines.
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Stewart Title Guaranty Company - Recording Specialist 09/2019 - 12/2021
OneMain Financial - Branch Manager
01/2010 - 01/2018
HSBC Mortgage Corporation - Branch Manager
01/1997 - 01/2009
Adhered to federal and state compliance guidelines relative to retail mortgage lending.
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• Performed daily maintenance of the loan applicant database. Observed corporate and federal regulatory policies in terms of data security, privacy, and confidentiality.
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Worked together with county regulations and recording requirements to submit recording documents electronically or through paper recording.
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Determined and analyzed to maintain quality control of the documents and recommended additional documents and corrections from lenders.
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Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
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• Designed sales and service strategies to improve revenue and retention. Managed service and collection activities and researched credit histories of clients to decide the feasibility of lending loans.
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Educated customers on a variety of loan products and available credit options to promote valuable decision-making both online and in-person.
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Produced sales by executing the complete sales cycle process from prospecting through contract negotiations and closing.
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Executed the loan origination process and ordered credit reports, appraisals, preliminary title reports, insurance information, and flood certificates.
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• Articulated growth objectives and operating plans. Responsibilities included motivating employees by preparing morning meetings and issuing goals for the day, including assuring that customers always receive the best product available for their use, evaluating new applications and credit portfolios for the customers so that they could make an informed decision.
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• Assisted customers in finding the right solution.
• Expertise included mortgage loans, Equity loans, and personal loans. Reviewed new department policies & procedure manuals for the consumer division, trained new hires, and developed a working knowledge of all new systems and protocols.
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Managed and supervised team members in setting and achieving production goals, exceeded branch audits, and obtained consecutive exceptional audits for my branch office.
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