Olivia Ingram
Greer,SC
Summary
Results-oriented professional with over 5 years of diverse experience in customer service, financial services, and entrepreneurship. Proven project management skills, effective client communication, and creative problem-solving abilities. Strong organizational skills and attention to detail, committed to delivering high-quality results. Adaptable team player with a strong work ethic, eager to contribute to a dynamic team and support organizational goals.
Overview
8
8
years of professional experience
Work History
Mortgage Servicing Portfolio Analyst II
Lima One Capital
12.2021 - Current
- Manage a diverse portfolio of commercial real estate accounts. Ensuring timely servicing and effective communication with business owners.
- Collaborate cross functionally with various departments , addressing customer needs and requests.
- Review loan documents to make sure they are accurate in our system.
- Maintain precise and thorough records of client accounts by documenting every interaction and transaction within our CRM system.
- Review loan documents to ensure accuracy
- Manage multiple tasks efficiently by addressing requests through email, phone, and in-person interactions at the same time each day.
- Utilize Excel as a project management tool to track and prioritize loan servicing tasks.
- Assess clients' progress on construction loans to determine their eligibility for extensions.
- Conduct collection calls to minimize the risk of loan defaults.
- Actively seek ways to re-engage clients and foster repeat business by leveraging knowledge of our products and services.
- Fix any portal related issues.
- Serve as the in-house photographer for new hire headshots and coordinate with the marketing team on editing photos for our monthly newsletter.
Mortgage Servicing Portfolio Analyst II
Lima One Capital
12.2021 - Current
- Manage a diverse portfolio of commercial real estate accounts. Ensuring timely servicing and effective communication with business owners.
- Collaborate cross functionally with various departments , addressing customer needs and requests.
- Review loan documents to make sure they are accurate in our system.
- Maintain precise and thorough records of client accounts by documenting every interaction and transaction within our CRM system.
- Review loan documents to ensure accuracy
- Manage multiple tasks efficiently by addressing requests through email, phone, and in-person interactions at the same time each day.
- Utilize Excel as a project management tool to track and prioritize loan servicing tasks.
- Assess clients' progress on construction loans to determine their eligibility for extensions.
- Conduct collection calls to minimize the risk of loan defaults.
- Actively seek ways to re-engage clients and foster repeat business by leveraging knowledge of our products and services.
- Fix any portal related issues
- Serve as the in-house photographer for new hire headshots and coordinate with the marketing team on editing photos for our monthly newsletter.
Front Desk - Night Auditor - Part Time
Hyatt Place Downtown Greenville
06.2023 - Current
- Provide exceptional customer service by addressing guest inquiries, resolving complaints, and accommodating requests, enhancing overall guest satisfaction
- Handle emergency situations with professionalism and urgency
- Assist in training new team members on front desk procedures and duties
- Perform nightly audits, accurately reconciling daily financial transactions
Loan Servicing Specialist
Shellpoint Mortgage Servicing
08.2018 - 12.2021
- Utilized excellent customer service focused approach to assist clients during high call volumes
- Understand, review, and explain escrow analysis letters to clients
- Responsible for training new team members onsite and remotely
- Processed VOMs, Payoff Requests, ACHs, and death certificates in a timely manner
- Vice President of the Humanitarian Council where I organized meetings and led fundraising for the Back to School Drive to support students in need.
Supervisor
Shoe Department Encore
01.2017 - 01.2018
- Lead a team of 7 to achieve sales targets and ensure exceptional customer service, while managing inventory and restocking merchandise effectively for optimal product availability
- Address customer complaints and oversaw accurate cash handling procedures, fostering high levels of customer satisfaction and loyalty
Education
Bachelor of Science - Business Admin Management, Marketing
LANDER UNIVERSITY
Greenwood, SC05-2018
Disney University Certificate -
Disney World College Program
Orlando, FL06-2017
Skills
- Customer Service Excellence
- Strong Problem Solving
- Time Management/Organizational
- Attention to detail and Accuracy
- Photography and Editing Skills
- Client Relationship Management
- Multi-tasking in fast-paced environments
- Ability to work independently and as part of a team
Timeline
Front Desk - Night Auditor - Part Time
Hyatt Place Downtown Greenville
06.2023 - Current
Mortgage Servicing Portfolio Analyst II
Lima One Capital
12.2021 - Current
Mortgage Servicing Portfolio Analyst II
Lima One Capital
12.2021 - Current
Loan Servicing Specialist
Shellpoint Mortgage Servicing
08.2018 - 12.2021
Supervisor
Shoe Department Encore
01.2017 - 01.2018
Bachelor of Science - Business Admin Management, Marketing
LANDER UNIVERSITY
Disney University Certificate -
Disney World College Program
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