- Montgomery Street, San Francisco, CA 94105
- (555) 432-1000
- resumesample@example.com
- Date of Birth:
- India:
- single:
Exceptional account manager with 20 years as a leader in the financial industry. Service-oriented with expertise in building a solid customer base.
MS Office experience Sales expertise Cash handling expert Proficient PCs and standard office machines Systems, i.e. CRM, IEX, Workday, Jack Henry/AS400, Internet. |
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Truck Stop – NE, State,
- Responded to telephone or written correspondence inquiries from members and/or providers.
- Provided assistance to members and/or providers regarding website registration and navigation.
- Documented all activities for quality and metrics reporting through the Customer Relationship Management (CRM) application.
- Released information to authorized individuals following HIPPA privacy rights and protection procedures.
- Processed written customer correspondence, computed delinquent payments, processed refunds and assisted in collection efforts.
- Researched and identified any processing inaccuracies in claim payments and routed to the appropriate operations team for adjustments.
- Identified any trends related to incoming calls that may provide policy or process improvements to support excellent customer service and quality improvements.
- Performed daily maintenance of the loan applicant database.xxx
Bancfirst Corporation – Sulphur, OK,
- Approved loans within specified limits, and referred loan applications outside those limits to management for approval.
- Interviewed applicants to obtain information for loan applications and answered questions about the process.
- Analyzed applicants' financial status, credit, and evaluated collateral to determine feasibility of granting loans.
- Explained to customers the different types of loans and credit options offered, as well as the terms of those services.
- Suggested credit workshops and courses to assist customers in improving credit standing.
- Obtained and compiled copies of loan applicants' credit histories and other financial information.
- Reviewed and updated credit and loan files.
- Assisted senior-level credit officers with complex loan applications.
- Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
- Interviewed an average of 12 mortgage loan applicants per month.
- Provided expert financial advice on mortgage and both educational and personal loans.
- Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
Freedom Mortgage – Roseville, CA,
- Searched and examined foreclosed titles to issue clear incumbrances
- Prepared title insurance commitments and title reports disclosing encumbrances, restrictions or conditions of record.
- Examined deeds, deeds of trust/mortgages, easements and judgments to resolve discrepancies.
- Filed title claims and requested releases of liens.
- Worked with closing departments, attorneys and agents to resolve title issues.
- Reported updates to real estate agents and various investors, i.e.
- Fannie Mae or Freddie Mac.
- Maintained files, correspondence and email for retention as stated by regulations.
- Provided contact information to attorneys needed to serve notices to defendants in foreclosure process.
- Advise attorneys of possible legal issues if found.
Premier Staffing – City, STATE,
- Contacted municipal courts, home inspection services and insurance companies to resolve issues pertaining to foreclosed properties.
- Reviewed borrowers' information to determine eligibility for refinance or loss mitigation assistance.
- Reviewed appraisals, inspection reports and filed liens related to the sale of foreclosed property.
- Advised attorneys of property values as determined by appraisals.
- Responsible for the reporting the loan status of various investors, i.e.
- Fannie Mae or Freddie Mac.
- Assessed invoices for accuracy prior to paying.
- Informed institutions when foreclosure sale proceeds were available.
- Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
University of Arkansas at Little Rock - Little Rock, Arkansas
GPA: GPA: 3.06/4.0
Business Administration / Management GPA: 3.06/4.0
Coursework in Accounting, Finance and Business Administration
Pulaski Technical College - Little Rock, AR
Business Administration / Management
Coursework in Accounting, Finance and Business Administration
Pulaski Technical College - Little Rock, Arkansas
GPA: GPA: 3.76/4.0
General Studies GPA: 3.76/4.0
Benefits, Business Communication, closing, Counseling, credit, Critical Thinking, Customer Relationship Management, financial, General Office, Human Relations, International Business, Managing People, Negotiating, Problem Solving, Time management,
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School Attended
- University of Arkansas at Little Rock
- Pulaski Technical College
- Pulaski Technical College
Job Titles Held:
- Billing Agent
- Consumer Loan Processor
- Foreclosure Commitment Specialist
- Foreclosure Specialist
Degrees
- Bachelor of Science
- Associate of Science
- Associate of Arts
- Business Communication Managing People in Organizations Accounting I Accounting II Entrepreneurial Perspectives International Business Management Compensation Management Employee Benefits
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