A resulted driven professional with over 10 years' experience in a customer service, client relationship management, sales, marketing, and business development within the lending, banking and finance industries. A track record of leveraging exemplary service delivery and product/process knowledge to expand customer base through referrals to partners and affiliates, resulting in over $18 million in annual sales.
MS Office Suite, Peachtree Accounting, Delphi, Mass 90, ACCPAC 2000, Fidelity, DraftTrac, DTE, Vendor Loan Service, and Chase I-Vault
Senior Research Specialist09/2008 to CurrentCompany Name
Research and investigate loss draft transactions to compile root cause reports Assists in identifying and correcting error trends and suggests changes in procedures.
Assists in developing revised standards and methods.
Provide outstanding customer service to mortgagers on loan modification and loss daft issues while handling escalated customer calls.
Perform mathematical calculations to audit loss draft disbursements Randomly audited and reviewed claim files for accuracy or handling and responses Type final response letters to persons sending correspondence addressing individual requests.
Identify customer requests, develop a plan for product/service delivery, identify and recruit appropriate resources.
Serve as a resource to others in resolving complex problems and issues.
Develop schedules to ensure timely completion and final delivery of a solution to meet customer requests.
Identify and recommend solutions for interdepartmental schedule problems.
Route correspondence to other departments for reply and handling.
Compile data from tracking logs to prepare weekly reports.
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