Hardworking and passionate job seeker with strong organizational and communication skills eager to secure an entry-level loan processor position. I have very strong comprehension skills along with communication and customer service skills.
Overview
5
5
years of professional experience
Work History
Claims Intake Specialist
Loftus Adjustments-Remote
11.2022 - Current
Adhered to strict confidentiality protocols when handling sensitive personal information
Answered questions from policyholders regarding the status of their claims or any additional documentation required for processing purposes
Demonstrated strong organizational skills while managing incoming calls, emails and faxes related to claims intake
Resolved customer inquiries and complaints in a professional manner, utilizing effective problem-solving techniques
Ensured accuracy of all paperwork prior to submitting it for review or approval
Entered data into computer system accurately and efficiently
Spoke with insurance agents, law firms, police officers, claimants and FedEx workers to make sure claim had all accurate data.
Concierge
Dream Home Roofers-Voorhees, NJ
03.2022 - 08.2022
Input all customer and project information into salesforce (CRM)
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
Check to ensure that appropriate changes were made to resolve customers' problems
Answer telephones, direct calls, and take messages
Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints
Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail
Compute, record, and proofread data and other information, such as records or reports
Complete work schedules, manage calendars, and arrange appointments
Input customer date from contracts into system and ensure all data is correct.
Mortgage Loan Coordinator
Home Point Financial-Remote
02.2021 - 06.2021
Monitored pipeline by communicating with underwriters and processors
Resolved customer complaints through research and investigation
Assisted clients through loan application process cycle through closing
Complied with company quality standards and applicable regulations governing wholesale finances and purchases
Maintained estimated close dates to keep up consistent relationships with clients
Worked within approval limits to move loans forward and conferred with managers to handle the larger and more complex applications
Followed established guidelines and procedures
Maintained good working relationship with co-workers, brokers and management
Reviewed loan files and title documents to enable expeditious closing of loans
Audited loan files and confirmed that all LC conditions were satisfied and in compliance with lender guidelines.
Sales Account Manager
Blue Elysian-Moorestown, NJ
11.2019 - 02.2021
Handled customer situations by making amicable decisions for customers and company
Developed and implemented sales strategies with customers
Planned efficient sales routes to maximize the number of customers served and incoming revenue
Interacted professionally with customers, informing individuals of sales promotions and driving product
Engaged customers and built connections to drive long-term sales
Resolved customer issues quickly to recapture the customer's loyalty and maintain the sale
Managed the performance of team members, conducted performance appraisals, and managed promotion recommendations
Managed business operations, working closely with senior management to develop KPIs, build operating dashboards, and monitor performance
Held associates accountable for meeting established operational guidelines, brand standards, customer service expectations, and company policies
Supported back office procedures, including hiring and employment processes
Developed and maintained effective working relationships with team members, management, and customers
Managed employee performance through disciplining, coaching, and counseling
Interviewed, hired, and trained all employees
Developed employees to improve their knowledge bases, increase team value and improve leadership potential
Evaluated the performance of associates and mentored underperforming employees on ways to improve
Implemented mentoring techniques to bring new staff up to speed quickly.