Self motivated professional offering strong communication and quick thinking skills. Works effectively on teams as well as independently in fast-paced environments. Authorized to work in the US for any employer.
Overview
8
8
years of professional experience
Work History
Case Manager
Sammons Retirement Solutions
04.2022 - Current
Develop strong and trusting relationships with agents and clients.
Assist clients with financial transactions on their accounts.
Demonstrate compassion with teamwork skills to better service our clients.
Assist managers by running reports for funds received in house to ensure they were applied within regulations.
Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
Coordinating and providing service to our clients that is timely, effective, efficient, equitable, and client-centered.
Demonstrate active listening, reliability and problem-solving skills on a daily basis.
Customer Relations Specialist
NexGen Connected Communities
08.2019 - 04.2022
Develop strong and trusted relationship with customers through accurate communications
Assist clients with registering on the customer portal (website); trouble-shoot for customers and agents in relation to accessing and using the portal
Create work order tickets to be dispatched to drivers within specified routes
Resolves service problems by clarifying the customer's complaints; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustments; following up to ensure resolutions
Process credit card and check payments
Process adjustments to customer accounts.
Loan specialist IV
Wells Fargo
04.2017 - 08.2018
Analyzed the foreclosure timeline from start to finish in order to file a claim with HUD
Ensure clear and marketable title work throughout the foreclosure process, to eliminate charge offs
Reviewed bid letters for REO and short sales
Worked closely with loss mitigation to resolve any issues regarding short sales
Reviewed collateral/partial liens showing on title work
Analyzed data error identifiers to resolve within a 24 hour time period to prevent compliance penalties
Ensure value of the property through a BPO or full appraisal
Reviewed all work done on the property to ensure property was in living condition
Matched all invoices with the work performed to eliminate duplicate billing
Balanced the foreclosure claim and submitted file to HUD for approval.
Quality assurance analyst
Wells Fargo
05.2016 - 04.2017
Promoted the company in maintaining a work environment focused on quality, communication, and teamwork
Kept abreast of regulatory requirements
Reviewed information regularly on websites and pages to ensure that it was accurate
Worked closely with clients for the duration of projects
Demonstrated superior decision-making skills when resolving complaints orally and in writing