Results-driven professional with 13 years of experience in financial and mortgage inquiry resolution, customer relations, and team management. Proven track record of success in leading high-performing teams and resolving complex customer complaints.
Overview
18
18
years of professional experience
Work History
Insurance Broker/Agent
Symmetry Financial Group
03.2023 - 03.2024
Worked with individuals and families to find tailored life insurance, mortgage protection, annuities, final expense, and retirement coverage
Licensed broker in Texas, New Mexico, Virginia, Louisiana, and Ohio,
Customer Relations Senior Specialist, State/Federal Team
Mr. Cooper
01.2021 - 07.2022
Led state/federal agency complaint resolutions, managing over 90% of written correspondence for conventional and reverse mortgage loans
Collaborated with Attorney Generals, state and federal mortgage regulators, HUD, and U.S
House Representatives Offices
Served as Subject Matter Expert (SME) for Mr
Cooper's Military and Servicemembers Civil Relief Act (SCRA) customers
Customer Relations Manager
Mr. Cooper
01.2019 - 03.2021
Directly managed a team of 10+ Customer Relations Specialists, overseeing an account portfolio of 600-800 accounts
Trained employees to investigate customer complaints and respond to regulatory agencies
Conducted interviews and hiring processes for new team members
Customer Relations Specialist, State/Federal Team Lead
Mr. Cooper
11.2012 - 12.2018
Resolved state/federal agency complaints for conventional and reverse mortgage loans
Led monthly conference calls with state agencies and maintained account spreadsheets
Loss Mitigations/Bankruptcy Specialist
Mr. Cooper
06.2011 - 10.2012
Worked with customers in default or bankruptcy to mitigate delinquency through payment assistance plans and investor options
Landscaping Crew Lead, Lubbock ISD
Sodexo Services
05.2008 - 05.2011
Managed a landscaping crew of 5-7 people across 25 school facilities
Coordinated event and tournament support
Customer Service Center Manager
United Parcel Service (UPS)
05.2006 - 05.2008
Managed the UPS Customer Service Center and business account services
Assisted customers with packaging, shipping, and product selection
Education
Bachelor of Science - Health and Exercise Sport Science, English
Texas Tech University
Lubbock, TX
05-2008
High School Diploma -
Panhandle High School
Panhandle, TX
05-2003
Skills
Mortgage/Financial Investigation
Customer Relations/Service
Team/Account Management
Complaint Resolution
Mechanically Minded
Timeline
Insurance Broker/Agent
Symmetry Financial Group
03.2023 - 03.2024
Customer Relations Senior Specialist, State/Federal Team
Mr. Cooper
01.2021 - 07.2022
Customer Relations Manager
Mr. Cooper
01.2019 - 03.2021
Customer Relations Specialist, State/Federal Team Lead
Mr. Cooper
11.2012 - 12.2018
Loss Mitigations/Bankruptcy Specialist
Mr. Cooper
06.2011 - 10.2012
Landscaping Crew Lead, Lubbock ISD
Sodexo Services
05.2008 - 05.2011
Customer Service Center Manager
United Parcel Service (UPS)
05.2006 - 05.2008
Bachelor of Science - Health and Exercise Sport Science, English
Texas Tech University
High School Diploma -
Panhandle High School
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