customer service representative resume example with 6+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
:
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.
Engaged customers and provided high level of service by carefully explaining details about documents.
Analyzed customer needs and provided best options, upselling products and services.
Received underwriting approvals after accurately completing applications for insurance coverage.
Drove client retention by increasing savings opportunities and identifying premium discounts.
Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
Exceeded team goals by partnering with staff to share and implement best practices.
Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
Increased data collection accuracy by recording client account information with zero discrepancies.
Increased client retention through loyalty rewards and incentivization program.
Delivered effective, informative financial presentations to large groups in effort to build lucrative client base and improve customers' financial well-being.
HELOC/Escrow Specialist, 01/2015 - 12/2016 Bank Of America – City, STATE,
Frequently reviewed and checked credit limit appropriateness for customers.
Identified valuable solutions for customers with credit problems.
Partnered with customers by using effective communication skills to boost payment process.
Collected and checked borrower income, credit history and employment information.
Recommended approval or disapproval of different loan types based on established criteria.
Prepared and submitted loan applications to underwriters.
Followed banking requirements and government lending regulations.
Analyzed and prepared existing borrower reports and reviews to track repayments and compliance with loan agreements.
Examined collateral to establish market value and assessed repayment capacity using secondary revenue sources before loan approval.
Trained rookie credit staff in application processing, credit analysis and loan disbursement to detect and curb fraud.
Worked with customers, realty professionals and lender representatives to complete smooth and efficient process.
Reviewed documents for accuracy and verified funds.
Prepared closing documents with care to eliminate errors or delays in processes.
Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
Complied with purchase contract terms and conditions, prepared accurate settlement statements and complied with state and federal laws governing escrow transactions.
Mastered escrow process, title process, financial transactions, company policies and procedures and regulatory requirements.
Oversaw complete real estate closing process and adhered to all related process guidelines, company standards and title requirements.
Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
Consulted with title department to resolve tax liens, boundary disputes and encroachments.
Closed purchase transactions in multi-state, high-volume environment and satisfied customer expectations by meeting timelines and communicating proactively.
Coordinated transaction documentation by ordering title reports, completing forms and statements and gathering existing documents.
Acted as liaison between parties within home buying and selling ecosystem and communicated and kept parties fully apprised of closing status.
Received and posted payments to loan accounts.
Education and Training
High School Diploma: , Expected in 06/2013 - MOLINA HIGH SCHOOL - Dallas, TX, GPA: Status -
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.