Customer Assistant Specialist resume example with 16+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Talented sales and customer specialist who is skilled in exceeding sales goals and company expectations by expanding client base and maintaining high standards of quality. Over the last several years provided strong problem solving skills with attention to detail and accuracy while providing a dynamic focus on overall customer satisfaction. Have been perceived as a highly positive, motivated and committed team player with great success in the financial counseling of bank clients and overall workout solutions to help clients meet there mortgage and financial needs.

  • Strong mathematical skills and excellent oral and written communication skills
  • Goal-oriented
  • Able to work in a fast paced environment with attention to detail
  • Avaya software customer management systems
  • Resolution-oriented
  • Savvy negotiator
  • Fast typing skills, excellent computer skills proficient with MSP, Excel, Microsoft Word, Office and other business and mortgage related computer applications
  • Ability to work independently with little supervision and within a team to accomplish goals
  • Strong ability to multi-task to achieve objectives
UNIVERSITY OF CENTRAL FLORIDA Orlando, FL Expected in 1995 BA : Economics - GPA :
Peapack-Gladstone Financial - Customer Assistant Specialist
Green Village, NJ, 2011 - Current
  • Award winning mortgage customer specialist who evaluates current financial situation of clients while taking a financial snapshot for different investor work-out programs, processing hardship requests and review property and appraisal evaluation information.
  • Ability to determine the best financial solution for the company, investor and customer while adhering to state and federal laws and regulations surpassing personal and team goals in the process.
  • Working directly with borrowers and approved third parties for best work-out options, finishing in the top 25% in overall production several months over the last year and half of measured results.
  • Production goals consisted of call monitoring, customer quality scores, and total work solutions completed.
  • Served as a liaison with other departments in the resolution of day-to-day administrative or operational inquiries, by email and instant messaging
  • Training of several new team members for all aspects of the position by letting the shadow and direct job coaching.
- Relationship Manager, Mortgage Department
, , 2009 - 2011
  • In this role worked with bank clients to modify their current mortgage to make payments more affordable and allow people to avoid foreclosure and stay in their homes.
  • During this time achieved excellent productions goals by being over 120% of production goals for 12 consecutive months, process Included all facets of mortgage modification, document collection, underwriting of loans and closing of loan modification and work out requests for clients.
  • Achievement driven team player who worked with clients in all facets of loan modification process by collecting and underwriting of documents from bank clients.
  • Worked on a special underwriting project during this period for approximately 1 full year, receiving extensive underwriting training and on the job underwriting to meet quotas and performance goals.
  • Investor loans worked included FHA, USDA, and Conventional.
  • Analyzed files for capacity, capital, character and condition based on different investors and underwriting policies.
Smithfield Foods, Inc. - Mortgage Consultant
, , 2007 - 2009
  • Garnished high value to the company by originating consumer residential loans and finishing in top 10% of all originations for the 2007-2008 year ending which included a group of more than 70 plus mortgage sales consultants.
  • Duties included working in a team environment with loan processors and underwriters in order to get borrowers to the closing process of submitted refinance requests and new home purchases.
  • Advising customers on necessary documentation needed such as tax returns, pay stubs, bank statements, etc.
  • Obtained several awards during my 3 year loan origination period for a great customer experience, overall production finishing #1 on my team of 12 plus loan originators for 6 consecutive months during this time period.
- PHH MORTGAGE, Loan Officer
City, STATE, 02/2005 - 09/2006
  • In first 2 months on the sales floor originating residential mortgages for Fannie Mae foreclosed (REO) properties I was promoted to work for the client Merrill Lynch Credit Corporation.
  • While working with several different Merrill Lynch Financial brokers and existing clients I developed a successful pipeline of clients and referrals.
  • In 2006 registered over 470 1st mortgages, and in the month of August 2006 alone was able to register over 70 1st mortgages and additional 20 HELOC;s while making a strong commitment to overall customer satisfaction and quality.
  • Licensed to originate mortgages in 48 out of 50 states in the US, passing all state tests taken while meeting individual state guidelines.
Chase Home Loans/Wamu Home Loans - Freight Broker
City, STATE, 03/2004 - 03/2005
  • Without any prior transportation experience rapidly learned how to solicit Freight from prospective shippers and freight brokers for OTR, LTL, Inter modal, and expedited transportation.
  • Within 1st 3 months excelled in obtaining new customers.
  • Example, solely wrote $130k and $160K in inter modal freight in January & February of 2005 respectively, also worked with Data Entry/Trackers to accurately track freight to guarantee overall customer satisfaction.

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Resume Overview

School Attended


Job Titles Held:

  • Customer Assistant Specialist
  • Relationship Manager, Mortgage Department
  • Mortgage Consultant
  • PHH MORTGAGE, Loan Officer
  • Freight Broker


  • BA

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