Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Debt Specialist
Level Debt
05.2023 - 01.2024
Improved customer satisfaction levels by providing personalized financial advice and debt management solutions.
Established credibility as trusted advisor by consistently delivering on promises, maintaining confidentiality, and demonstrating deep understanding of clients'' financial challenges.
Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.
Analyzed customer financial records to determine appropriate payment plan.
Maintained high volume of calls and met demands of busy and productive group.
Mortgage Loan Officer
PennyMac Loan Services
08.2020 - 12.2022
Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
Fielded customer complaints and provided solutions.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Developed and implemented marketing campaigns to generate new business opportunities.
Customized marketing materials aimed at attracting potential mortgage applicants within specific target markets.
Mortgage Loan Officer
Liberty Reverse Mortgage
12.2019 - 08.2020
Contributed to a collaborative work environment by actively participating in team meetings and offering constructive feedback.
Researched and updated industry knowledge on changing legislation and regulations.
Kept up-to-date on industry trends and changes by attending professional workshops and conferences regularly.
Collaborated effectively with underwriters, processors, and other team members to ensure timely loan closings.
Increased loan application approvals by providing expert advice on reverse mortgage processes and requirements.
Customer Service Representative
Sacramento Credit Union
11.2017 - 07.2019
Identify the financial needs of the member and suggest Credit Union solutions
Responds to member inquiries on varies issues and provides resolution via e-mail
Provide a broad range of credit union services to members via telephone, such as loans, online banking, credit card, checking, bill pay and other.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Collaborated with team members to develop best practices for consistent customer service delivery.
Implemented feedback loops that encouraged continuous improvement among team members by sharing insights about exceptional service delivery techniques.
Trained new personnel regarding company operations, policies and services.