Amanda Belcher
Des Moines
Summary
To obtain a position, which will challenge me to utilize my skills and experience. Authorized to work in the US for any employer
Overview
32
32
years of professional experience
Work History
Operations Professional
Cetera Financial
12.2020 - 04.2025
- Started as a contract employee at Cetera in the brokerage operations department. Was responsible for updating daily spreadsheets and other tasks assigned.
- Became a full time employee in August of 2021 in the brokerage operations department, continuing to update spreadsheets for reps on boarding to Cetera Financial.
- Was responsible for verifying and inputting accounts and account transfers into the reps spreadsheets.
- Also processed incoming transfer paperwork and documents required for transition to be sure they were IGO (in good order). If the paperwork was NIGO (not in good order) I would track the issues on the reps Smartsheet tracker to advise how to resolve.
- Rejected accounts that couldn't be resolved in a timely manner, and worked closely with coaches to ensure proper communication with the reps was achieved.
- Used excel, Word, Smartsheets, NetX 360, advice works, teams and outlook.
Change Processor
Cognizant Technology Solutions
07.2018 - 04.2020
- Made changes requested by auto Insurance holders or their agents to policies.
- Responsible for making sure all changes are accurate and made in a timely manner. Responsible to work from a virtual desktop using dual monitors.
- Responsible to manage time in accordance with company standards to achieve the best possible service level for the client.
Customer Care Representative
Cognizant Technology Solutions
03.2015 - 11.2017
- Was a customer service role taking inbound calls for a large children's clothing retailer. My responsibilities included: taking orders, tracking orders, and resolving escalations if they arise, all while maintaining quality customer service. This position supported online retail sites, and used over 8 programs to service and research customer accounts. (Programs were internal)
Homemaker
Wells Fargo
12.2011 - 03.2015
- After being laid off from Wells Fargo I spent time making a home and caring for my 2 children, while my husband started his own construction business.
Loan Servicing Specialist III
Wells Fargo Home Mortgage
10.2010 - 12.2011
- Started in October of 2010 working on a short term HARP assignment. Was responsible for contacting interested and current Wells Fargo customers whom applied for a HARP loan, and filling out a short application. Also kept in contact with those customers through the entire approval process. In February of 2011 was placed on the NY foreclosure team. Responsible for reviewing the foreclosure documents that were previously drawn to check for accuracy and correct any and all errors when found.
Front Desk Agent
Renaissance Savery Hotel
08.2006 - 10.2010
- Responsible for maintaining a welcoming first impression upon arrival to hotel. Handle and maintain a $300 cash bank. Answer and transfer incoming calls to guest rooms. Also handle all incoming complaints from guests, and was responsible for effectively resolving problems to the satisfaction of guests, while keeping company expectations in mind.
Customer Service
Wells Fargo Home Mortgage
09.1999 - 10.2005
- Started taking inbound calls for applications for 2nd mortgages, transferred in Jan. of 2000 to Wells Fargo Card Services, in the Dispute Resolutions Department taking inbound calls from Credit Card customers that wanted to dispute un-authorized charges on their accounts. Was responsible for filling out the proper dispute forms according to the individual situation, and forwarding to the supervisor for review. In July 2007 transferred to Consumer Credit as a Mortgage Loan Processor. Duties included: taking calls from personal bankers requiring documents for 2nd home mortgages, reviewing deeds, and ordering titles and appraisals.
Deli Clerk
Hy-Vee Food Store
07.1993 - 09.1999
- Responsible for handling and preparing all food for the deli, including off site catering to businesses. Also provided customer service for general deli customer. Maintained cleanliness, proper food handling and storage according to OSCHA laws.
Education
diploma -
Dowling Catholic High School
West Des Moines, IA01.1996
Skills
- Financial services expertise
- Loan servicing expertise
- Safe food handling
- Information gathering
Timeline
Operations Professional
Cetera Financial
12.2020 - 04.2025
Change Processor
Cognizant Technology Solutions
07.2018 - 04.2020
Customer Care Representative
Cognizant Technology Solutions
03.2015 - 11.2017
Homemaker
Wells Fargo
12.2011 - 03.2015
Loan Servicing Specialist III
Wells Fargo Home Mortgage
10.2010 - 12.2011
Front Desk Agent
Renaissance Savery Hotel
08.2006 - 10.2010
Customer Service
Wells Fargo Home Mortgage
09.1999 - 10.2005
Deli Clerk
Hy-Vee Food Store
07.1993 - 09.1999
diploma -
Dowling Catholic High School
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