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
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
Administrative Support IV at Mississippi Department of Health- Ryan White Part B/Aids Drugs Assistance Program (ADAP)Administrative Support IV at Mississippi Department of Health- Ryan White Part B/Aids Drugs Assistance Program (ADAP)