Customer Service Associate TABC Trained Inventory Management Budget Support New Hire Trainer Cash Control Performance Coaching
Mortgage Loan Servicing
Smart System and AVS
Microsoft Office, Word & Excel
Organizational / Interpersonal
06/2015 to 10/2016
Mortgage Loan SpecialistBank of America － Plano, TX
Assist with Home Equity Line of Credit accounts.
Take mortgage payments via telephone on current accounts.
Respond to inquiries regarding hazard flood insurance issues.
Read, interpret and apply laws, rules, regulations, policies and/or procedures.
Discuss and respond to inquiries regarding loan types and terms.
Go over Note/ Deed of Trust and other loan documents.
Organizing, Planning, and Prioritizing Work.
Understand federal and state mortgage servicing requirement.
Respond to needs of the customer who are not satisfied with assistance.
Direct calls and correspondence to proper departments in event information is not available or requires research.
Assist with lien releases.
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Identify fraud and make referrals for further investigation.
Assist with payoff request and account closers.
Process verification of Mortgage for both internal and external customers.
Provide customer new products and savings to generate additional revenue through cross-sell/ up-sell opportunities.
Received top sales associate on numerous occasions.
Globally recognized for top sales.
Ability to perform loan-related mathematical equations efficiently.
Assist with providing requested documents via fax and mail.
Assist with Subordination inquiries.
Process funds transfer up to 100,000 Observing, receiving, and otherwise obtaining information from all relevant sources.
Analyzing information and evaluating results to choose the best solution and solve problems.
Establishing and Maintaining Interpersonal Relationships Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Keeping up-to-date technically and applying new knowledge to your job.