Improved claim processing efficiency by streamlining workflows and implementing time-saving strategies.
Implemented new software programs to streamline documentation processes, resulting in improved organizational efficiency.
Provided training seminars for junior adjusters to improve their skills and understanding of company policies and procedures.
Responded to customer inquiries, made appropriate decisions and closed files.
Balanced competing priorities in a fast-paced environment, ensuring timely completion of all assigned tasks without compromising quality or attention to detail.
Consistently met or exceeded performance metrics, demonstrating a strong commitment to excellence in desk adjusting work.
Performed extensive research into policy coverage details for accurate application within each unique case scenario.
Contact Center Supervisor
US Bank
06.2022 - 01.2024
Created a positive work environment, fostering strong teamwork and agent engagement.
Supervised and tracked phone and email activity using various contact center applications and software tools.
Reduced average handling time with effective coaching and feedback sessions for agents.
Directed, guided, coached and mentored team of 14 agents and surpassed individual and corporate goals.
Ensured compliance with company policies and procedures, maintaining the highest level of professionalism within the team.
Managed daily activities that impacted targeted service levels and tracked adherence to schedules and average handle times.
Managed scheduling, forecasting, and real-time adjustments to meet fluctuating call volume demands while maintaining service level targets.
Monitored contact center metrics to identify trends, implement process improvements, and drive continuous improvement initiatives.
Trained and coached team members on best practices for customer service and sales techniques.
Business Control Specialist
PennyMac Loan Services
09.2021 - 03.2022
Created business reporting and compelling written presentations to articulate business strategies and objectives.
Served as a trusted advisor to senior leaders, providing insights on strategic planning, risk mitigation strategies, and overall business performance evaluation.
Implemented effective financial reporting systems, enabling data-driven decision making across the organization.
Developed robust internal audit programs to assess the effectiveness of control frameworks in various departments.
Conducted regular training sessions on risk management best practices for employees across all levels of the organization.
Enhanced internal controls, ensuring compliance with regulatory requirements and industry standards.
Analyzed data to identify root causes of problems and recommend corrective actions.
Loan Processor
NRL Mortgage
04.2020 - 04.2021
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Set up and completed loan submission packages.
Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
Prepared documents for underwriting by verifying client income, credit reports, and other information.
Maintained compliance with federal, state, and company regulations through regular review of updated guidelines.
Mortgage Loan Officer
Nationstar Mortgage DBA Mr. Cooper
04.2019 - 04.2020
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Negotiated loan terms and conditions with clients to maximize profitability.
Loan Officer
Caliber Home Loans
10.2018 - 02.2019
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Maintained strict confidentiality of bank records and client information.
Submitted loan applications to underwriter for verification and recommendations.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Ensured compliance with all federal and state regulations throughout the loan origination process.
Negotiated loan terms to provide favorable outcomes for both customers and lenders.
Loan Officer Assistant
SMI Lending
11.2017 - 07.2018
Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
Answered inquiries and provided superior customer service to clients.
Communicated with customers daily to request information and complete paperwork.
Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
Underwriting Service Assistant
State Farm
06.2015 - 09.2017
Collaborated with cross-functional teams to develop new underwriting guidelines and standards for consistent results.
Managed a high volume of data entry tasks, maintaining exceptional attention to detail and accuracy within tight deadlines.
Developed expertise in niche insurance products, supporting colleagues with specialized risk evaluations as needed.
Organized workload efficiently using time management skills to meet or exceed productivity targets consistently.
Processed policy changes promptly, resulting in increased customer satisfaction and retention rates.
Responded to customer requests via telephone and email and effectively answered questions and inquiries.
Personal Banker
InTouch Credit Union
05.2014 - 06.2015
Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
Greeted guests in with friendliness and professionalism.
Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
Worked closely with management to provide effective assistance for specific aspects of business operations.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.