Quality-focuse committed to approaching administrative tasks with tenacity and attention to detail, who continually maintains a positive attitude while interacting with demanding clients. Serves as the primary point of contact for both in-house and external phone and website queries.
Skills
30 WPM typing speed
Professional phone etiquette
Customer service-oriented
Microsoft Excel certified
Spreadsheet management
Articulate and well-spoken
Flexible
Works well under pressure
Pleasant demeanor
Work History
Liaison, 08/2010
to Current Wells Fargo – Fort Mill Charlotte,
SC NC
The role involves managing portfolio of loans using excel which can consists of anywhere from 800 to 1200, Assist in resolving any impediments that may occur in the foreclosure process can prevent the foreclosure attorney from proceeding.
Working closely with the basis, participating in conference calls, as well as working with several internal wells departments that may play an intricate part in the foreclosure process.
Daily emails from and to several sources not limited to outside contacts are a major part of the responsibilities pulling reports verification of data also ensuring that proper follow up when needed is conducted in a timely manner on day to day basis.
Training of team members as well as being able to provide outside business visitors on the whole process of what the liaison role is at times required on an as needed basis, as well strong foreclosure knowledge of foreclosure terminology is needed to understand and interpret court matters as a attorney directives and the ability to provide responses on the same as needed.
Documenting and coding loans to indicate delays or any other issues that involve the current status of the loan Critical & quick thinking is usually required in some cases working under strict time restraints also may also apply on short notice,must be able to work independently and effectively with usage of tools, uploading docs to and from attorneys' as well as other Important contacts as needed, responsible for monitoring sale dates to ensure that the foreclosure attorney abides by the state of Maryland and legislative laws to proceed with sale on the foreclosed properties, Accomplishments Recognized for servicing excellence Training of new team members Skills Used Microsoft excel, pivot tables, (comparing data) Microsoft word Microsoft Outlook
Runner/ mail/ analyst, 08/2010
to 10/2012 Wells fargo – Fort Mill,
SC
Responsible for verifying incoming mail documents foreclosure,litigated matters and other mortgage reasons,duties included but not limited to, photocopying files for imaging purposes.
The position required working in fast paced environment being able to manage as well as to maintain proper inventory of documents, solid knowledge of recognizing various documents containing borrowers information for concerning their home loan.
Some heavy lifting required bending pulling and filing involved when needed as well making sure files were pulled accurately and promptly paying attention to detail.
Knowledge of using Wells Fargo system file of record and in researching and tracking files that may be needed based off certain needs.
Accomplishments Managed to move into a permanent employee role Skills Used Using wells specific programs.
Opened and properly distributed incoming mail.
Answered and managed incoming and outgoing calls while recording accurate messages.
Support of enrolling employees with their enrollment benefits as assisting with the enrollment process as well, assisted with providing information specific to company rules, and laws associated with their respective benefits
Clients - HEWLETT PACKARD, SERVICE MASTER, ARCHER DANIELS
MIDLAND, AND JC PENNY
Knowledge of Medicare, retirement changes (To employees that qualified)
Assisted medical & Dental office when needed to verify coverage of an employee as well receiving fax and updating information to coverage that may needed to be changed.
Effectively managed a high-volume of inbound and outbound customer calls.
Answered a constant flow of customer calls with up to 20 calls in queue per minute.
Mastery of customer service management systems and databases
Senior file clerk, 07/2004
to 03/2006 Carolinas medical center- kings – Charlotte,
NC
Answered and quickly redirected up to as many calls 10 -15
Oversaw inventory and office supply purchases.
Spearheaded change that led to positive results.
Trained new staff on quality control procedures.
Managed various general office duties such as answering multiple telephone lines, completing insurance forms and mailing monthly invoice statements to patients.
Assisted in the maintenance of medical charts and/or electronic medical record (filing, Op Reports, test results, home care forms).
Maintained strict patient and physician confidentiality.
Education
Diploma: Independence high school ECPI,Strayer university - Charlotte,
NC
Accomplishments
Recognized for serving excellence
Awarded
Received “Employee of the Quarter” service award in 2013
Repeatedly commended by superiors for excellent customer service.
Skills
attention to detail, attorney, data entry, fast, filing, imaging, inventory, managing, materials, Microsoft excel, excel, mail, Microsoft Outlook, window, Microsoft word, problem solving, coding, quick, researching, tables, transportation
