Summary
Overview
Work History
Education
Skills
Timeline
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Carole Whiteaker

Summary

With 25+ years of experience in insurance, mortgage servicing, and general contractor industry, expertise lies in customer service and administrative assistance. Proactive problem solver and team player with a positive and energetic demeanor. Committed to efficiency and effectiveness in delivering solutions to customer and coworker concerns.

Overview

28
28
years of professional experience

Work History

Assistant Administrator

Maverick Home Remodeling
10.2023 - Current
  • Support the Vice-President of Administration by providing a wide variety of administrative and general office duties for a general contractor's construction company
  • Accomplish responsibilities with a high level of detail to multi-task
  • Communicate and collaborate with company team using effective interpersonal skills while maintaining confidentiality and providing general administrative support
  • Provide accounting support for basic bookkeeping, accounts payable and accounts receivables
  • Maintain the customer project life cycle including weekly audits and updates to ensure required documentation, financials and ensuring information is complete, current and accurate
  • Create and maintain digital files for past and present clients from2004 through the present date
  • Assist office team, vendors and clients by answering questions related to their accounts, procedures and services
  • Request Subcontractor's annual General & Auto Liability & Workers Comp insurance renewals for new and existing Subcontractors
  • Prepare the weekly Production Manager Meeting Agenda and Minutes
  • Provide Project Managers with client invoices and daily paperwork needed for jobsites and necessary paperwork to close client jobs

Customer Service Specialist

Gulfstream Capital Loan Servicing
08.2007 - 09.2024
  • Evaluate, maintain, and assess mortgage loans in Salesforce to determine service concerns, payment status, past-due accounts and communicate these issues to clients via outbound calls and/or emails for timely resolution of client's questions
  • End to end client invoicing preparation and management
  • Process payments and document account updates to maintain accurate client loan payment records
  • Maintain investor records in Salesforce and communicate directly with investors
  • Monitor and maintain client's required property insurance and timely payment of real estate taxes
  • Support co-workers to complete loan and investor documents and general office administrative tasks

Lead Customer Service Specialist

Farmers Insurance Group
10.1996 - 08.2007
  • Offer quality customer service to articulate product value to maximize customer satisfaction and to support current policy holders and prospective clients
  • Screen incoming phones calls by either answering clients questions or directing the call to other qualified office staff
  • Educate customers about billing and payment processing
  • Make changes to auto and homeowners policies
  • Initiate outbound calls to resolve client inquiries and complaints quickly, annually review client's insurance portfolios and sell insurance to new and existing clients
  • Support co-workers to increase staff productivity and increase insurance sales

Education

High School Diploma -

Garfield Heights High School
Garfield Heights, OH

Skills

  • Exceptional Communication and Listening
  • Creative and Timely Problem Solving
  • Organized and Efficient Worker
  • Well-Rounded Administrative Support
  • Work with Honesty & Integrity
  • Accounts Payable & Payroll QuickBooks Experience
  • Digital File Maintenance and Organization
  • Data Entry & MS Office

Timeline

Assistant Administrator

Maverick Home Remodeling
10.2023 - Current

Customer Service Specialist

Gulfstream Capital Loan Servicing
08.2007 - 09.2024

Lead Customer Service Specialist

Farmers Insurance Group
10.1996 - 08.2007

High School Diploma -

Garfield Heights High School

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Carole Whiteaker