Evelyn Lozano
Rancho Cucamonga,CA
Summary
Proven customer service expert with a track record of enhancing client satisfaction at SoCal Title Company and Craft Escrow. Excelled in relationship building and data management, significantly improving client trust and transaction efficiency. Demonstrated exceptional multitasking and organizational skills, achieving seamless customer experiences without compromising data confidentiality.
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.
Experienced with resolving customer inquiries effectively. Utilizes communication and empathy to build rapport and ensure satisfaction. Knowledge of troubleshooting and issue resolution.
Overview
5
5
years of professional experience
Work History
Customer Care Representative /Title Assistant
SoCal Title Company
8213 White Oak Avenue Rancho Cucamonga, CA
10.2023 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Managed high call volume with exceptional professionalism and efficiency.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Assisted call-in customers with questions and orders.
- Maintained a high level of product knowledge to provide accurate information and support to customers.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Investigated and resolved customer inquiries and complaints quickly.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Escrow Assistant
Craft Escrow
8213 White Oak Avenue Rancho Cucamonga, CA
10.2021 - 10.2023
- Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
- Obtained documents such as proof of insurance and HOA statements.
- Efficiently processed incoming funds from buyers and disbursed funds to sellers upon closing transactions successfully.
- Maintained open communication with lenders, brokers and borrowers.
- Followed-up on status of releases, policies, and return of recorded documents.
- Supported team members in managing their workload, contributing to a more productive work environment.
- Maintained organized files for easy access, increasing team efficiency during transaction reviews.
- Collaborated with real estate agents to address potential challenges, effectively resolving concerns before they escalated.
- Enhanced client satisfaction by delivering timely and accurate escrow services.
- Prepared estimated closing statements for buyer and seller.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Handling sensitive financial information securely, protecting both clients'' privacy and company reputation.
- Managed multiple high-priority tasks simultaneously while maintaining strict deadlines and attention to detail.
- Coordinated with title companies to efficiently process title orders, resulting in smoother transactions.
- Consistently updated client information in company database, keeping records accurate and up-to-date throughout the transaction process.
- Facilitated smooth document signing appointments, ensuring clients understood each step of the process.
- Streamlined escrow processes by implementing efficient filing and tracking systems.
- Prepared and delivered projected HUD-1 settlement statements to lender upon request.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
Education
Bellflower High
Bellflower, CA01-2001
Skills
- Customer service
- Inbound customer service
- Data entry
- Call center experience
- Problem resolution
- Relationship building
- Database research
- Multitasking and organization
- Empathy and patience
- Email communication
- Phone etiquette
- Task prioritization
- Understanding customer needs
- Microsoft office
- Teamwork and collaboration
- Customer data confidentiality
- Data management
Languages
Spanish
Timeline
Customer Care Representative /Title Assistant
SoCal Title Company
10.2023 - Current
Escrow Assistant
Craft Escrow
10.2021 - 10.2023
Bellflower High