Constance (Connie) Stumbo
Mesa,AZ
Summary
Experienced, motivated professional offering an extensive background in customer service and client relations; self-directed and self-motivated team player who also works well independently and with integrity.
Overview
9
9
years of professional experience
Work History
Advisor Services Associate
Charles Schwab
Phoenix, AZ
04.2023 - Current
- Assist with advisor needs through a mix of inbound and outbound calls related to opening new accounts, transaction status, money movements, transfer of accounts, retirement and estate services, and various other account maintenance topics.
- Provide excellent client service by completing advanced research to problem solve, follow up, and collaborate with business partners to ensure delivery of accurate information.
- Practice active listening, relationship building, problem solving, and the ability to interact with various levels of individuals.
- Team oriented, professional, with strong work ethic and the ability to work independently and with integrity.
Mortgage Consultant Associate
US Bank Home Mortgage
Mesa, AZ
12.2022 - 01.2023
- *Remote - work from home*
- Union Bank was purchased by US bank effective December 1, 2022. US Bank laid off the majority of our mortgage team on January 10, 2023. January 10 was my last day worked with US Bank.
Mortgage Consultant Associate
MUFG Union Bank
Mesa, AZ
03.2021 - 12.2022
- *Remote - work from home*
- Assistant to team of 3-7 loan officers; worked closely with loan officers and clients to complete mortgage loans
- Conversed with applicants by phone and or email to obtain information for loan applications and answer questions about loan process.
- Compiled applications and paperwork and double-checked for accuracy.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
- Submitted applications to credit analysts.
Mortgage Servicing Specialist
Cenlar FSB (Central Loan Admin and Reporting)
Tempe, AZ
11.2019 - 02.2021
- *Remote - work from home*
- Handle inbound and outbound calls documenting loan files for all communication
- Provide outstanding service using strong verbal and written communication skills to resolve delinquent accounts;
- Counsel customers with delinquent mortgage payments through collection attempts to bring delinquent loans to a current status through various options.
- Coordinate efforts with the Loss Mitigation dept to ensure all documentation required for underwriter review is communicated to the borrower and received; provided Loss Mitigation status to borrowers during calls
- Be compliant with state and local collection laws; meet investor, client and company requirements
- Maintain departmental standards to meet productivity metrics;
- Accepted and processed customer payments and applied toward account balances.
Complaint and Grievance Analyst
Aetna
Phoenix, AZ
04.2018 - 11.2019
- Strong verbal and written communication skills
- Responsible for maintaining a heavy case load including issues that require immediate intervention, have time constraints, require daily updates, and other circumstances that require effective time management
- Responsible for managing to resolution complaint / grievance cases for all lines of business
- Heavy data-entry for case documentation and compliance
- Demonstrates professionalism with customers, coworkers, management, and vendors
Call Center Representative
Aetna
Phoenix, AZ
01.2016 - 04.2018
- Delivered friendly and knowledgeable service for routine questions and service complaints; Explained key information regarding products and services to customers to encourage informed decision-making; assisted with claims questions, resubmitted claims for rework, contacted providers for claims inquiries, etc.
Education
High School Diploma -
Westwood High School
Skills
- Strong written and verbal communication skills
- Excellent customer service skills
- Multi-tasker, Detail-oriented, Organized
- Health insurance / claims experience
- Retail, Banking / financial services experience
- Mortgage Servicing, Default Loan, Heloc experience
- Team management experience
- Cash handling
Timeline
Advisor Services Associate
Charles Schwab
04.2023 - Current
Mortgage Consultant Associate
US Bank Home Mortgage
12.2022 - 01.2023
Mortgage Consultant Associate
MUFG Union Bank
03.2021 - 12.2022
Mortgage Servicing Specialist
Cenlar FSB (Central Loan Admin and Reporting)
11.2019 - 02.2021
Complaint and Grievance Analyst
Aetna
04.2018 - 11.2019
Call Center Representative
Aetna
01.2016 - 04.2018
High School Diploma -
Westwood High School
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