Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cassandra Cotton

Brea,CA

Summary

Dynamic customer service professional experienced in both high volume call-center and fast paced work environment. Highly effective at coordinating documents and processes between multiple departments, individuals. Expert negotiator, problem solver and organizer. Considered valuable and hardworking employee.

Overview

7
7
years of professional experience

Work History

Administration Specialist

Rate Plus Inc
11.2022 - Current
  • Computerized office activities, maintained customer communications, and tracked records through delivery.
  • Maintained personnel records and updated internal databases to support document management.
  • Coordinated with human resources department to handle payroll and personnel databases.
  • Leveraged bookkeeping software and automated processes to reduce errors.
  • Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.

Loan Processor

E Mortgage Capital
08.2021 - 09.2022
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Structured loan packages by properly analyzing credit reports, income and asset documents.
  • Interviewed applicants to identify needs and evaluate eligibility for loans or mortgages.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.

Junior Loan Processor

Rate Plus Inc
03.2021 - 06.2021
  • Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.

Receptionist

Rate Plus Inc
09.2020 - 02.2021
  • Welcomed visitors and customers by greeting and answering or directing inquiries.
  • Answered incoming phone calls, routing to appropriate parties throughout office.
  • Conducted transactions, confirming patient information and processing according to standard protocol.
  • Confirmed appointments, communicated with clients, and updated client records.

Administrative Assistant

Speech Pathology Associates
11.2016 - 05.2020
  • Answered and directed incoming calls using multi-line telephone system.
  • Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
  • Greeted and directed visitors to appropriate personnel and answered average of 50+ calls and emails daily.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.

Education

Some College (No Degree) -

Fullerton College
Fullerton, CA

High School Diploma -

Rancho Alamitos High School
Garden Grove, CA
06.2016

Skills

  • Meticulous and organized
  • Business operations understanding
  • Multi-line telephone skills
  • Data entry

Timeline

Administration Specialist

Rate Plus Inc
11.2022 - Current

Loan Processor

E Mortgage Capital
08.2021 - 09.2022

Junior Loan Processor

Rate Plus Inc
03.2021 - 06.2021

Receptionist

Rate Plus Inc
09.2020 - 02.2021

Administrative Assistant

Speech Pathology Associates
11.2016 - 05.2020

Some College (No Degree) -

Fullerton College

High School Diploma -

Rancho Alamitos High School

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Cassandra Cotton