Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dana Livsey

Jarrell,USA

Summary

Customer care professional with proven history of enhancing customer satisfaction and addressing inquiries efficiently. Focused on team collaboration and achieving positive outcomes, adaptable to changing needs. Skilled in communication and conflict resolution.

Overview

11
11
years of professional experience

Work History

Customer Care Representative II

New American Funding
09.2022 - Current
  • Handles phone calls and correspondence from customers according to department policies and procedures, applicable government, and investor guidelines.
  • Responsible for prompt and accurate response to customer’s mortgage servicing questions and concerns. Ensures that borrower inquiries, disputes and complaints are handled within specified timelines and CFPB Guidelines.
  • Completes daily work activities to meet operational requirements and goals. Assists with Service Release and Escrow explanation call backs.

Surgical Scheduler/Coordinator

Ascension Seton
01.2018 - 03.2022
  • Obtain and verify insurance, authorization, and precertification. Coordinate hospital and surgery schedules. Managing Physician Calendars
  • Schedule and coordinate patient surgical procedures and confirmed necessary demographic, billing, and insurance information entered into medical records
  • Answered phone calls and messages for physician medical facility, scheduling appointments, and handling patient inquiries.

Customer Loan Specialist

Mr Cooper Mortgage
04.2015 - 01.2018
  • Enrolled and set clients up on programs to help bring loan current and avoid foreclosure.
  • Initiates “early delinquency” contact with borrower to discuss the reason for the delinquency and determine the borrower’s financial ability, intent and recommend appropriate retention solutions, when appropriate.
  • Explained Escrow, performed follow up and research tasks to ensure problem resolution.

Education

Business Administration

Austin Community College
01.2017

Medical Assisting Diploma - undefined

Everest Institute
01.2009

Accounting Track

Griffin Technical College
01.2007

Skills

  • Project management
  • Data analysis
  • Communication
  • Organization
  • Problem-solving
  • Management

Timeline

Customer Care Representative II

New American Funding
09.2022 - Current

Surgical Scheduler/Coordinator

Ascension Seton
01.2018 - 03.2022

Customer Loan Specialist

Mr Cooper Mortgage
04.2015 - 01.2018

Medical Assisting Diploma - undefined

Everest Institute

Accounting Track

Griffin Technical College

Business Administration

Austin Community College
Dana Livsey