Manager Customer Service

OBJECTIVE

To obtain a position that will utilize my skills and provide an opportunity for growth and advancement.

QUALIFICATIONS

Hard worker with quick learning skills

Self-motivated, and highly organized

Value the achievement of individually set goals

Have an unwavering desire to learn, and will continue my education

Self-starter with strong people skills

Clearly dedicated and reliable

Knowledge of numerous computer programs, including: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Fiserv including Vision Data Warehouse, Calyx Point, DataTrac, Contour, Relius, Promas

Typing: 75 WPM

Data Entry: Alpha- 10524 KPM, Num- 8892 KPM

Excel: Advanced; Word: Advanced

Honest and straightforward

Well prepared for unexpected changes

EXPERIENCE

03/2011 – 07/2011 HOA Property Management Company Columbia, SC

Homeowners Association Manager (HOA Property Manager)

Manage eight (8) homeowners associations

Responsible for the financial operations of each association, including reviewing and paying all invoices

Responsible for administrative operations

Oversee activities of all vendors

Collect regime payments and special assessment payments

Responsible for preparing and delivery all notices

Lead board meetings, membership meetings, and special meetings

Responsible for the recordkeeping of each association and enforcement of the master deed, bylaws, and rules & regulations for each association

Responsible for bi-monthly property inspections

Responsible for the initial inspection of all reported problems, and the follow-up including creating a work order for repairs

9/2008 – 11/2008 New York Life Insurance Company Columbia, SC

Agent for Sales of Insurance and Financial Products (left company during economic financial crisis)

7/2007 – 7/2008 First Sun Employee Benefits, Inc. Columbia, SC

Plan Manager/Administrator

Completed quarter, semi-annual, and annual plan reconcilements

Prepared statements for distribution to clients and participants

Completed tax documents for submission to the IRS, including Forms 945, 1096, 1099, and 5500

Assisted clients with starting new plans and transfer plans from one third-party administrator (TPA) to another

Assisted clients and participants with moving plans from one fund company to another

Assisted clients with opening their own individual retirements accounts (IRAs)

Worked with clients and participants on various daily, quarterly, and yearly tasks concerning different kinds of retirement plans

Met with clients and participants to assist with various tasks

Oversaw the daily tasks and training of an administrative assistant for one team handling retirement plans

10/2003 – 6/2007 Universal Savings Bank, DBA USB Home Mortgage Milwaukee, WI

EFT Specialist (3/2006 – 6/2007)

Responsible for incoming and outgoing wire transfers

Completed daily and monthly credit card settlement, DDA reconcilements, and GL reconcilements

Submitted daily final and preliminary cash positions

Maintained balance transfer and credit card rewards logs

Created loan sale postings for the servicing department to process daily

Reviewed, researched, and submitted credit card customer reward invoices for payment; maintained credit card reward logs

Completed daily GL and DDA postings

Loan Servicing Specialist (2/2005 – 3/2006)

Created and maintained reports and reconciliations

Handled servicing of mortgage and consumer loans, including setting up and paying off accounts, and creation of servicing transfer notifications, welcome letters, payment coupons, and collection letters

Maintained all servicing of USB correspondent division loans

Assigned to research and special projects within and related to loan servicing department

Served as the primary backup for all loan servicing supervisor duties and as the primary backup to all other loan servicing employees

Pricing/Lock Desk and Broker Services/Account Executive Liaison (10/2004 – 2/2005)

Handled price quotes, locking loans, and rate sheet creation and distribution

Worked with mortgage investors, brokers, account executives, loan officers, mortgage employees on loan accuracy

Created and maintained reports for upper level management

Aided in the processing of mortgage loans with brokers’ offices

Handled rate sheet distribution and price quotes

Loan Servicing Specialist/Final Documents Coordinator (10/2003 – 10/2004)

Managed collection and completion of mortgage documentation, including working with investors with various tasks

Setup and paid off accounts

Processed payments and handled payment collection

Aided in many different customer service responsibilities

Note: I worked at Universal Savings Bank, F.A. in a temporary position from January 2003 until I was hired on into a permanent position in October 2003.

06/1999-01/2002 YMCA of Metro Chicago (Hastings Lake YMCA) Lake Villa, IL

Aquatics Supervisor, Swimming Instructor, Lifeguard Instructor, and Lifeguard

EDUCATION

1998 – 2001 Carthage College Kenosha, WI

College courses include classes in Business, Economics, Accounting, Science, Studio Art, and Graphic Design

Summary of Behavioral Attributes reported by the Predictive Index® Survey

Nicole is serious and introspective and an analytical, disciplined, and organized thinker. She is careful, thorough, and accurate.

She is reserved and will generally express herself in a factual, direct and succinct manner. A conscientious person, her approach to her work is systematic and methodical, based on thorough knowledge of, and respect for, the book. Working with factual or technical and detailed information, she will produce work of high quality and precision, carefully thought-out. With experience, she can be expected to develop detailed knowledge and expertise in her particular field of training and experience.

Nicole takes her responsibilities very seriously, to the extent of worrying a good deal about them. While this introspective person is imaginative and gives much thought to her ideas, she is very cautious about expressing or acting on them because she wants everything to work out correctly, and she does not want to rush into mistakes.

The Predictive Index® Survey is a managerial assessment tool that provides insight into the natural workplace behaviors of prospective and existing employees.

Employment History (Full-Time Positions)

Company

Employment Start Date

Employment End Date

Position(s)

Full Time/ Part Time

Ending Salary

HOA Realty Company

March 2011

July 2011

Homeowners Association Manager (HOA Property Manager)

Full Time

$30,000

Caregiver

October 2009

November 2010

Caregiver for my Mother who was terminally ill

Full Time

Not applicable

New York Life

September 2008

November 2008

Agent

Full Time

Commission

First Sun Employee Benefits, Inc.

July 2007

July 2008

Plan Manager

Full Time

$ 33,720.00

Universal Savings Bank, F.A.

October 2003

June 2007

EFT Specialist, Loan Servicing Specialist, Broker Services/Account Executive Liaison, Pricing/Lock Desk, and Loan Servicing/Final Documents Coordinator

Full Time

$15.45 per hour

Hastings Lake YMCA

June 1999

January 2002

Aquatics Supervisor, Swimming Instructor, Lifeguard Instructor, and Lifeguard

Part Time

Do not remember

Licenses

Type

State

Number

Date Issued

Expiration Date

Lifetime Fitness U Swim Training

Completed October 2009

Red Cross CPR/AED – Adult and Child plus CPR - Infant

Waiting for card

September 2010

September 2011

Red Cross Standard First Aid

2443701

June 5, 2009

June 5, 2012

Red Cross CPR/AED for Prof. Rescuer – Lifeguard

2404573

May 29, 2009

May 29, 2010

Red Cross Lifeguarding/First Aid

2404573

May 29, 2009

May 29, 2012

Blood borne Pathogens Training

Training

Completed June 2009

Life, Accident, & Health Producer License

South Carolina

507723

8/15/2008

8/15/2009

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