Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Eleanor S. Lewis

Greenville,South Carolina

Summary

Accomplished Mortgage Insurance Specialist III with a proven track record at NewRez, excelling in regulatory compliance and account management. Leveraged analytical thinking and quality assurance to enhance customer satisfaction and operational efficiency. Achieved top performer status by prioritizing tasks and mastering Microsoft Excel, ensuring meticulous policy analysis and effective communication.

Overview

10
10
years of professional experience

Work History

Mortgage Insurance Specialist III

NewRez
Greenville, SC
12.2023 - Current
  • Complete and maintain monthly carrier audits.
  • Execute payments for MI premiums by installment due dates.
  • Responsible for the timely processing of MI cancellations.
  • Prioritize and complete tasks according to regulatory guidelines.
  • Analyze escrow sufficiency.
  • Ensure accounts are properly documented.

Mortgage Customer Service Representative II

Truist
Greenville, South Carolina
03.2020 - 12.2023
  • Promptly respond to inquiries from clients, branches and 3rd party companies in person, via e-mail or telephone
  • Perform specialized research/investigation to resolve critical clients' issues regarding transactional activities
  • Ensure strict confidentiality of all customer information and financial records
  • Maintain quality customer service to ensure maximum customer satisfaction and encourage referrals
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.

Debt Specialist

Regional Management Corp.
Greer, South Carolina
08.2017 - 03.2020
  • Identified outstanding debts and discussed with consumers about different debt resolution options
  • Developed viable and specific debt resolution plan/payment arrangements for consumers
  • Collected outstanding debts from clients and achieved set collection target goals
  • Maintained comprehensive records of all consumer discussions
  • Maintained complete compliance with federal, state, and local laws governing collection practices

Consumer Support Specialist III

TD Bank
Greenville, South Carolina
12.2014 - 08.2017
  • Provided assistance to customers with critical banking transactional and service issues
  • Investigated and resolved customer inquiries/complaints in a timely and empathetic manner
  • Assessed needs of customers and discussed how their needs can be met through specific banking products/services
  • Suggested banking products and services including checking, savings, loans, and lines of credit, accordingly
  • Maintained customer interest by using effective listening, problem-solving, and negotiation skills when confronted with objections and skepticism
  • Obtained Top performer in sales and metrics, and Top collector in accounts recovered from delinquency and/or refinanced

Education

Associate of Applied Science - Accounting

Greenville Technical College
Greenville, SC

Skills

  • Policy analysis
  • Regulatory compliance
  • Account management
  • Microsoft Word
  • Excel

Task prioritization

Written and Verbal Communication

Analytical thinking

Time management

Quality assurance

Affiliations

  • Volunteer for Habitat for Humanity
  • Volunteer for local high school sports activities

Timeline

Mortgage Insurance Specialist III

NewRez
12.2023 - Current

Mortgage Customer Service Representative II

Truist
03.2020 - 12.2023

Debt Specialist

Regional Management Corp.
08.2017 - 03.2020

Consumer Support Specialist III

TD Bank
12.2014 - 08.2017

Associate of Applied Science - Accounting

Greenville Technical College
Eleanor S. Lewis