Annette Robles
Eastvale,CA
Summary
Talented Portfolio Manager bringing 2 years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
9
9
years of professional experience
Work History
Portfolio Manager 2
Land Home Financial Services
10.2021 - Current
- Developed rebalancing strategies to minimize risk exposures.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Consulted with outside parties to resolve discrepancies and create expert solutions.
- Remained updated with latest information related to mortgage products and services being offered.
- Processed debtor payments and updated accounts to reflect new balance.
- Entered client details and notes into system for interdepartmental access and review.
- Supported Loss Mitigation department with special projects and additional job duties.
Customer Service Representative Agent
FCI Lender Services
06.2018 - Current
- Delivered prompt, knowledgeable solutions to address customers' loan service issues.
- Handled routine and complex inquiries from customers, title companies, and vendors each day.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Documented conversations with customers to track requests, problems and solutions.
- Assisted customers in making payments on accounts and setting up payment plans.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
- Assessed customer account information to determine current issues and potential solutions.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
Lead Front Desk Receptionist
Fritts Ford
01.2015 - 06.2018
- Handled payment processing and provided customers with receipts and proper bills and change.
- Signed for packages, recorded all deliveries and distributed to personnel.
- Maintained accurate bookkeeping of important files and ran reports and delivered updates on occupancy and revenues to supervisor.
- Handled high volume of phone calls and routed to proper internal department.
Education
High School Diploma -
Perris High School
Perris, CA06.2007
Skills
- Credit card payment processing
- Call Center Operations
- Office equipment proficiency
- Adaptive team player
- High-energy attitude
- Technologically savvy
- Problem-solving abilities
- MS Office
- Multitasking
- Customer service-focused
- Client Relationship Management
- Due Diligence
Timeline
Portfolio Manager 2
Land Home Financial Services
10.2021 - Current
Customer Service Representative Agent
FCI Lender Services
06.2018 - Current
Lead Front Desk Receptionist
Fritts Ford
01.2015 - 06.2018
High School Diploma -
Perris High School
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