Summary
Overview
Work History
Education
Skills
Timeline
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Cole Bryan

Irvine,CA

Summary

Highly-motivated, versatile and dynamic business professional with extensive experience in deadline driven, client focused account support and management. Proven performer with a consistent track record of successfully managing multiple accounts, exceeding goals, while providing outstanding customer service in a fast paced environment. Exceptional work ethic with adaptability and flexibility to manage a variety of tasks across multiple industries and disciplines. Organized and diligent with excellent written, oral and interpersonal communications skills.

Overview

16
16
years of professional experience

Work History

Client Relations Specialist

Portfolio
05.2023 - Current
  • Consistently achieved and exceeded all company and client designated metric goals
  • Built strong relationships with clients through effective communication and consistent followup.
  • Enhanced client satisfaction by addressing concerns and providing timely solutions to issues.
  • Collaborated with cross-functional teams to deliver exceptional client experiences and drive business growth.
  • Provided excellent customer service by responding to requests, assisting with product selection and handling ordering functions.
  • Maintained up-to-date knowledge of product and service changes.

Closing Specialist-Originations

Servicelink
04.2020 - 10.2022
  • Successfully managed 100+ files daily in a fast paced environment while meeting individual lender specific requirements and deadlines
  • Delivered excellent customer service while identifying needs and recommending custom solutions
  • Received management recognition for displaying exceptional customer service
  • Provided advice to management to help streamline the escrow process ensuring client satisfaction and driving business
  • Resourcefully facilitated borrower loan document signing appointments by providing accurate closing documents
  • Assisted new employees with guidance and training as it pertains to all company and client policies and procedures
  • Increased business by effectively closing refinance transactions in a timely manner while achieving or exceeding defined metrics
  • Direct liaison to all parties related to the escrow transaction, providing accurate, detailed updates throughout the escrow process.

Closing Specialist- REO

Servicelink
05.2014 - 05.2020
  • Consistently achieved and exceeded all company and client designated metric goals
  • Provided excellent customer service and built rapport with the client by keeping client informed and providing requested documentation in a timely manner.
  • Liaison between asset manager, real estate agents and buyer
  • Prepared all opening documents in accordance with purchase contract
  • Ordered title, payoff statements, HOA documents and verified utilities to ensure properties were free and clear of liens
  • Responsible for drawing deeds and amendments
  • Prepared accurate closing statements for all parties involved
  • Audited loan documents for signing, Reviewed executed documents to guarantee accuracy
  • Ensured that files were properly balanced out at the time of closing
  • Disbursed closing packages and monies to all parties related to escrow

Team Lead/REO Analyst

Lender Processing Services/Servicelink
03.2008 - 05.2014
  • First point of contact for all escalated matters
  • Provided direction and guidance to co-workers as it pertains to client policies and procedures
  • Supplied weekly reporting to upper management team.
  • Maintained or exceeded defined department metrics
  • Liaison between the asset manager, real estate agents and closing office
  • Managed REO transactions to ensure closure in a timely manner
  • Provided excellent communication and service by proactively informing clients of any issues
  • Collaborated with the title curative department to ensure files were free and clear of issues at the close of escrow
  • Audited estimated and final huds to ensure all seller fees were in accordance with the terms of the contract

Education

IRVINE VALLEY COLLEGE
IRVINE, CA

Skills

  • Microsoft Office Suite
  • Exos
  • Streamline
  • Client Relations/Account Management
  • Outstanding Customer Service Skills
  • Proactive and self-motivated
  • Excellent rapport with all levels of personnel
  • Reliable, Dependable, Committed
  • Detail and Team Oriented
  • Outstanding Work Ethic
  • Works well under pressure
  • Excellent ability to multi-task and prioritize

Timeline

Client Relations Specialist

Portfolio
05.2023 - Current

Closing Specialist-Originations

Servicelink
04.2020 - 10.2022

Closing Specialist- REO

Servicelink
05.2014 - 05.2020

Team Lead/REO Analyst

Lender Processing Services/Servicelink
03.2008 - 05.2014

IRVINE VALLEY COLLEGE

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Cole Bryan