Carlos Origuen

Reviewed intake forms and mortgage/loan documentation to determine client's eligibility for program benefits.

Prepared and calculated recommendations for award.

Finalized agreements for execution.

Performed income verification for applicants.

Communicated directly with homeowners to ensure that all application materials have been received and vetted.

Resolved issues identified in quality control.

Met individual production goals.

Met case management deadlines in a fast-paced work environment.

Collected, compiled, reported and maintained necessary data in program tracking systems for statistics and reporting.

applicant cases for mortgage, property charges and utilities assistance for the AZ HAF program, Perform quality control on all cases.

Reviewed CDF record files for mortgage.

Reviewed records for duplication of benefits (DOB), fraud, waste, inconsistencies, investigated and collaborated with and internal partners to resolve issues with analysis and customer service skills. Where problems arised, logged support issues, communicated, resolved and escalated according to defined standard operating procedures. Analyzed and verified provided documentation for inconsistencies, accuracy, and various discrepancies with an understanding of program policy. Understood program needs, policy, departmental process flows, and standard operating procedures. Participated in updates and improvements to Verification of Benefits & Quality Control policies and processes. Followed-up with identified compliance issues, initiate corrective actions, based on policy guidelines, and implement program controls, as necessary. Managed individual workload, productivity, and communications that enable accurate, efficient, and policy compliant processing. Contributed to team success with effective communication and sound decision making

Managing cases from tenants and landlords applying for rental assistance through the Emergency Rental Assistance Program (ERAP). Analyzed each case for final approval verifying quality controls

Handled incoming calls from Chase customers for all credit cards and retail servicing accounts. Maintained metrics and provided excellent customer service while abiding to all applicable regulatory and department practices and procedures.

Order entry and engaging in order/project management for Commercial Sales. Provided post sales support to Internal and External customers. Tracked shipments and logistics to customer job sites on the sale of commercial equipment Interfaced with other departments, the manufacturer as well as the customer on outstanding orders to ensure accurate processing of open PO orders based on commercial project timelines. Established and maintained good relations with customers by providing prompt and courteous service for all customers including walk-in and telephone calls.

Responsible for all Customer Service Department activities. Verified and processed all account inquires and ensured they were mailed in a timely manner. Processed all e-tickets from the branches, providing pin and password resets. Trained and mentored all customer service staff. Prepared daily reports on customer service performance such as call wait times. Managed and filed stop payment requests.

Serviced all food and beverage outlets. Preparation of all food and beverage items for The Bistro, The Market, and Meeting Rooms. Maintained cleanliness of wares, equipment, function spaces, the kitchen, food prep areas, and dining areas. Actively communicated with guests, team members, and management to ensure guest satisfaction is of the highest levels.

Progressed through various purchasing, warehousing and leadership roles. Performed monthly reconciliation of open purchasing orders. Maintained productive relationships with vendors. Maximized operational effectiveness across territory. Coordinated distribution processes. Developed productive relationships with key account holders. Organized receipts, purchases and the documentation of finished goods, packaging, materials and ingredients. Created purchase orders. Worked with clients to resolve claim issues quickly and efficiently. Sourced vendors, built relationships and negotiated prices. Procured materials for special projects. Implemented policies to reduce cost and eliminate waste. Coordinated paperwork, updated spreadsheets and maintained permanent records. Negotiated and finalized contracts.