Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Barbara McNeal

Barbara McNeal

Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Conscientious [ HVAC Warranty] with experience solving problems creatively and using tact and diplomacy to achieve win-win outcomes. Team player comfortable in competitive, fast-paced environments. Effective in handling direct customer inquiries, implementing customer service policies and executing financial responsibilities.

Overview

10
10
years of professional experience

Work History

HVAC Customer Service Lead

Bell Mechanical Heating & Air Conditioning
Carrollton, TX
07.2018 - Current
  • Greeted customers and listened closely to problems described to determine solutions.
  • Supervised day-to-day customer service operations to provide staff with guidance and drive productivity.
  • Trained, oversaw and mentored new team members to strengthen performance and job expertise.
  • Work warranty folder from several different builders .
  • Resolved customer service issues using company processes and policies and provided updates to customers and builders.
  • Work on call dispatch technicians for TX and LA.

HVAC Warranty Claims

Airtron
Dallas, TX
09.2014 - 07.2018
  • Reviewed warranty repair orders for proper completion, accuracy and legibility to reduce processing delays.
  • Processed claim paperwork and followed up on missing information to complete processing.
  • Analyzed problems, identified trends and developed strategies to optimize claims process.

Help homeowners register equipment within 60 or 90 day time frame.

Document Custody Admin

Bank of New York Mellon, Fannie Mae/Freddie Mac and Ginnie Mae
01.2013 - 09.2014
  • Responsible for processing all assigned Initial and Final Collateral reviews in a timely and accurate manner based on the review requirements of each Servicing Level Agreement
  • Verify mortgage loan documents (single family, commercial, auto, manufactured homes, student and timeshares)
  • Identify the category of each collateral file
  • Performs review of collateral and documents to ensure documents meet agency guidelines (Ginnie Mae, Fannie Mae and Freddie Mac) or customer agreements in a timely and accurate manner
  • Maintained company manuals, resources, client data, training records and other items.
  • Audit and clear exceptions
  • File collateral document and update system of record accordingly
  • Maintain excellent internal/external customer service
  • Responsible for assisting with a variety of loan documentation duties to ensure compliance with loan products
  • Other functions include: processing, closing and compliance, policy interpretation; ordering documentation, verifications and follow-ups; provide guidance and training to other team members; may manage an assigned pipeline of loans and act as a liaison between lenders and legal department.

Loan Modification Processor

Wingspan Portfolio Advisors
03.2012 - 01.2013
  • As a Loan Modification Processor my job duties consisted of researching documents for customers who are modifying their home loans
  • The following are some of the documentations that I have learned how to read and make sure all lines are completed by the customers
  • RMA4506-T
  • Tax Returns
  • Pay Stubs
  • Financial Documentations
  • I have also work with several different types of Loans including Fannie Mae, Freddie Mac, HFI, SFO, FHA and a host of others.

Education

Certificate of Completion - Data Entry

International Technical Institute
2101 Main St

Skills

  • Microsoft Programs
  • Lotus 1,2,3
  • Mainframe
  • 40 wpm
  • Under writing Training
  • Fast Pace Environments
  • Insurance Claims
  • Inbound/Outbound Calls
  • Pivot table
  • Wincms, Siebel, Pega

Accomplishments

  • Supervised team of [20] staff members.

Timeline

HVAC Customer Service Lead

Bell Mechanical Heating & Air Conditioning
07.2018 - Current

HVAC Warranty Claims

Airtron
09.2014 - 07.2018

Document Custody Admin

Bank of New York Mellon, Fannie Mae/Freddie Mac and Ginnie Mae
01.2013 - 09.2014

Loan Modification Processor

Wingspan Portfolio Advisors
03.2012 - 01.2013

Certificate of Completion - Data Entry

International Technical Institute
Barbara McNeal