Summary
Overview
Work History
Skills
Timeline
Generic

Jacqueline Washington

Antioch,CA

Summary

Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service. I am best known for being resourceful, and a forward-thinker who promotes a positive culture, high energy, and enthusiasm with a focus on the company's core values and vision.


Overview

14
14
years of professional experience

Work History

Client Service Coordinator

Cuevas Home Loans
07.2022 - Current
  • Regularly update and maintain communication with clients, agents, title officers, lenders etc
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files, and tax histories.
  • Reviewed and validated details of loan applications and closing documentation.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Manage and update the website, social media platforms, and online listings.
  • Coordinate closing process.


Client Service Coordinator

Loandepot
12.2020 - 06.2022
  • Regularly updated and maintained communication with clients, agents, title officers, lenders etc.
  • Developed strong relationships with customers through high levels of customer service.
  • Monitored performance of existing loan portfolios to identify and address any issues.
  • Developed systems to efficiently track loan documents and enhance accuracy.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Collaborated with other departments to promptly process loan applications.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Coordinate closing process.

Client Service Coordinator

Bank Of America
07.2009 - 10.2020
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction..
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Monitored pipelines to track and log status of loans.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.

Skills

  • Strong verbal, written communicator to a wide variety of audiences via phone support, email, and chat
  • Critical thinking and problem-solving
  • Flexibility to handle multiple tasks simultaneously
  • Comfortable navigating ambiguity
  • Experience in working autonomously and in teams
  • Good understanding of Office Suite of products
  • Client Interaction
  • Document Analysis

Timeline

Client Service Coordinator

Cuevas Home Loans
07.2022 - Current

Client Service Coordinator

Loandepot
12.2020 - 06.2022

Client Service Coordinator

Bank Of America
07.2009 - 10.2020

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Jacqueline Washington