Danielle Rogers
Tampa,FL
Summary
Focused professional accomplishes efficient, accurate and in-depth research of physical and digital records. Knowledgeable about title documentation and encumbrances, mortgage loans and judgments. Skilled in producing reports and working with Microsoft to organize large volumes of information. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
9
9
years of professional experience
Work History
RPS-Decedent Solutions Associate
Raymond James & Assoc
07.2022 - Current
- Handled high-volume calls in RPS, effectively addressing customer needs while maintaining professionalism.
- Provided accurate answers and solutions to customer concerns regarding IRA processing in RPS.
- Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
- Collaborated with team members to streamline processes and improve overall service efficiency for annuity processing.
- Assisted customers with inquiries and resolving issues regarding decedent processing for IRA accounts.
- Responsible for completing the SQL / Death Notification report for all deceased IRA accounts.
- Review and process all forms related to IRA death processing.
Closing Title Commitment Specialist
Rocket Mortgage
11.2020 - 05.2022
- Produced disclosures and disbursements for closings.
- Examined and verified information in loan application and closing documents.
- Worked with third-party vendors to address and clear loan closing requirements.
- Scanned and uploaded loan and related documents into system.
- Prepared and delivered loan documents to title and escrow teams.
- Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
- Prepared loan closing packages to meet requested or required closing dates.
- Calculated and confirmed property Tax information for Escrows to be set up.
- Confirmed wire instructions for disbursement.
Senior Client Experience Specialist
Rock Connections
02.2018 - 11.2020
- Blue Care Network Campaign-Assisted medical providers with claim status and medical benefit information utilizing Blue Care Network's Programs and technology. Promoted to Senior in this role.
- Quicken Loans Servicing Campaign-Took Inbound phone calls from both Quicken Loans serviced clients and clients in the origination process. Assisted with all payment related questions on serviced loans and transferred new clients to the best point of contact.
- Quicken Loans Covid-19 Triage Chat Campaign- Took inbound chats and phone calls from serviced Quicken Loans clients that were impacted by the pandemic. Provided Forbearance and repayment options based on loan type.
- Quicken Loans Default Chat Campaign-Took inbound Chats from Quicken Loans serviced clients who were in default to assist with diagnosing and curing the loan. Assisted Clients in Forbearance and provided assistance with understanding loan modification and repayment options. Provided Assistance with short sale process and Deed in Lieu.
Verbal Verification Specialist
United Wholesale Mortgage
09.2017 - 12.2017
- Communicated with applicants current employers to confirm by phone and email employment history.
- Managed rolling caseload of clients and maintained impeccable documentation.
- Assessed feasibility of loan approval by reviewing financial histories and current employment.
Welcome Associate
United Wholesale Mortgage
08.2015 - 09.2017
- Answered phones to help customers with queries and resolve basic concerns.
- Reviewed files, recordings and other documents to obtain information to respond to requests.
- Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
Education
C.N.A License - Healthcare
Primeway Institute
08.2008
High School Diploma -
New Summit
05.2008
Skills
- Critical Thinking
- Customer Service
- Problem Resolution
- Working Collaboratively
- Organizational Skills
- Computer Skills
- Basic Math
- Microsoft Proficient
- Data Management
- Qualia Portal Proficient
Timeline
RPS-Decedent Solutions Associate
Raymond James & Assoc
07.2022 - Current
Closing Title Commitment Specialist
Rocket Mortgage
11.2020 - 05.2022
Senior Client Experience Specialist
Rock Connections
02.2018 - 11.2020
Verbal Verification Specialist
United Wholesale Mortgage
09.2017 - 12.2017
Welcome Associate
United Wholesale Mortgage
08.2015 - 09.2017
High School Diploma -
New Summit
C.N.A License - Healthcare
Primeway Institute
Similar Profiles
Amy HopsonAmy Hopson
Sr. Client Service Associate at Raymond James & AssocSr. Client Service Associate at Raymond James & Assoc
Nicole VenturaNicole Ventura
Senior Advisor, Supervision at Raymond James & AssocSenior Advisor, Supervision at Raymond James & Assoc
Timothy MorathTimothy Morath
Sr Software Engineer at Raymond James & AssocSr Software Engineer at Raymond James & Assoc