BLESSED MWINDE
Little Elm,TX
Summary
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
7
7
years of professional experience
Work History
Associate
CHARLES SHWAB
12.2021 - Current
- Qualifying validated paperwork, activating and maintaining advisors accounts
- Researching, resoling and follow-uping on applicable transfers, cash movements, document restrictions on accounts and releasing restrictions when issues are resolved
- Reviewing and processing cash management, transfer request and banking needs the clients may have requests for Advisors and their Clients Analyzing all paperwork received, document and notify clients of pending issues, work closely with clients for resolution, and accurately process accounts, as they are resolved Performing in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liability Partnering internally with Senior Relationship Managers to ensure the appropriate research and resolution of issues in a timely manner.
- Train and support new team members, maintaining culture of collaboration.
- Improving customer satisfaction by quickly and effectively addressing inquiries and complaints.
- Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.
- Identifying and resolving complex issues by applying advanced analytical and troubleshooting strategies.
Due Diligence Underwriter
INTERFIRST MORTGAGE COMPANY
07.2018 - 11.2021
- Successfully interact with a variety of customers and handle different situations, adapting my communication style accordingly
- Worked with the loan origination team, closing agents and borrowers to ensure a quick, accurate and pleasant closing experience Exhibit strong analytic ability, good judgment, strategic and multidimensional thinking, Reviewing signed closing documents to ensure all documents are present and have been signed properly and ensure all conditions have been met
- Demonstrating thorough knowledge of mortgage industry credit guidelines and policies for Non-Agency, Non-QM,FHA, VA and USDA to be able to identify any credit issues and recommend an appropriate remediation
- Analyzing tax returns and /or financial statements for Self-Employed Borrowers, Partnerships, S Corporations and/or C Corporations for accuracy of income calculations
- Adhere to and comply with all applicable federal and state laws and company policies
- Identified gaps in existing compliance processes and recommended updates.
- Developed and implemented corrective action plans for non-compliance issues.
- Maintained composure in stressful situations, confrontations, interviews and records searches.
- Developed risk assessment models to identify potential compliance risks.
- Kept informed regarding pending industry changes, trends or best practices.
- Maintained up-to-date knowledge of applicable laws and regulations.
Customer Service, Snr Collections Specialist
KATAPULT FINANCING
02.2016 - 06.2018
- Provides receivable management solutions along with the highest level of, satisfaction in the financing industry
- Processed payments and applied to customer balances.
- Negotiated to collect balance in full.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Achieved performance goals on consistent basis.
- Maintained high volume of calls and met demands of busy and productive group.
- Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
- Researched accounts and completed due diligence to resolve collection problems.
- Counseled debtors on payment options and arranged installment agreements.
- Trained new team members on scripts, company services, and collection strategies.
- Registered information of customers on database, collecting credit history, financial statements and personal details to preserve accurate records.
- Coached new team members on service techniques and provided scoring through quality assurance program.
- Promoted to team lead of customer service for displaying outstanding enthusiasm and remaining calm in extremely trying situations.
- Escalated issues to proper supervisors when standard processes were not effective.
- Took cash and credit card payments via phone, in person, and through email.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
Education
HIGH SCHOOL DIPLOMA - undefined
CERTIFIED SCRUM MASTER - SCRUM
SCRUM ALLIANCE
HIGHER DIPLOMA - PROJECT MANAGEMENT
McMAINE SCHOOL OF COMPUTING
04.2013
Skills
- Customer Satisfaction & Retention
- Problem Resolution Prospecting & Sales Process Improvement & Documentation
- Marketing
- Organizing & Project Management Communication Liaison
- Presentation Specialist
- Data Entry
- Verbal and Written Communication
- Policy Implementation
- Customer Service Orientation
Timeline
Associate
CHARLES SHWAB
12.2021 - Current
Due Diligence Underwriter
INTERFIRST MORTGAGE COMPANY
07.2018 - 11.2021
Customer Service, Snr Collections Specialist
KATAPULT FINANCING
02.2016 - 06.2018
HIGH SCHOOL DIPLOMA - undefined
CERTIFIED SCRUM MASTER - SCRUM
SCRUM ALLIANCE
HIGHER DIPLOMA - PROJECT MANAGEMENT
McMAINE SCHOOL OF COMPUTING
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