LiveCareer-Resume

mortgage customer service representative resume example with 16+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Summary

Been in the mortgage industry for 6 years from Mortgage Specialist II, Customer Service, Collections, Customer Relationship Manager, Account Manager, Making Homes Affordable Specialist, REO Specialist and Escalations 2nd level . During my tenure, different applications used were Homebase, Homesaver, LPS, Microsoft Outlook, AS400/Iseries, Equator, Salesforce ,CRM Tool and Lamp. Interested in still pursuing the mortgage industry.

Highlights
  • High customer service standards
  • Strong problem solving ability
  • High customer service standards
  • Strong organizational skills
  • Active listening skills
  • Seasoned in conflict resolution
  • Courteous demeanor
  • Energetic work attitude
Experience
2008 to 08/2013 Mortgage Customer Service Representative Truist Financial Corporation | Charlotte Hall, MD,
  • Document loan history, respond to customers, investors, vendors and authorized 3rd parties inquires, research and/ or resolve inquires, analyze request per policy and procedures to ensure proper action, and maintain routine transaction per customer.
  • Communicated by Microsoft Outlook and communicator.
  • Provided excellent customer service and other liquidation options.
  • Type 35-40wpm, Usage of Microsoft and Word programs.
  • Collect payments and set up repayment plans.
  • Answer approximately 75 incoming customer calls.
  • Provide customers with information requested through verbal or written correspondence and maintain accurate records (i.e. balance statements, documents copies, and account history).
  • Direct calls or correspondence to proper departments in event information is not available or requires research
  • Take mortgage payments over the phone, respond to inquiries regarding hazard and flood insurance issues and disbursements, respond to inquiries regarding tax issues and disbursements.
  • Review and explain escrow disclosure statements (i.e. account shortages and overages).
  • Discuss and respond to inquiries regarding loan types and terms (i.e. VA, FHA, Conventional, ARM).
  • Maintain and process request for addition/changes/deletion of customer names from account record by ensuring that proper documentation is received and investor guidelines are met
  • Respond to the needs of customers who are not satisfied with assistance provided by Customer Service Representative.
  • Assist overflow with difficult calls.
  • Other duties as assigned.


05/2004 to 06/2006 Customer Service Sales Representative Pennymac | Nashville, TN,
  • Demonstrate excellent customer service by selling home, life and credit cards.
  • Meet quota of 6 sales a day.
  • 40-50wpm , Provided excellent customer service skills,.
07/1993 to 02/2002 Waitress Uncle Julio's | Oklahoma City, OK,
  • Greet guest.
  • Take food orders and refill drinks.
  • Completed assigned duties.
Education
Expected in 1993 to to GED | General Studies Riley High School, South Bend, Indiana GPA:
Accomplishments
  • Exceeded and meet monthly requirements.
  • Also did 6months of training and coaching for new hires.
  • MVP 6 times.

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Resume Overview

School Attended

  • Riley High School

Job Titles Held:

  • Mortgage Customer Service Representative
  • Customer Service Sales Representative
  • Waitress

Degrees

  • GED

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