Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jason Lynch

Shingle Springs,CA

Summary

Organized Customer Care provider with experience completing projects by leveraging top-notch prioritization and multitasking skills. Resourceful and collaborative with extensive knowledge of maintaining customer relationships, keeping detailed records and promoting excellence in customer interactions.

Overview

10
10
years of professional experience

Work History

Customer Care Coordinator

Reverse Mortgage Funding
06.2016 - 11.2022
  • Communicated with customers to assess and address individual needs, providing timely and quality support.
  • Provided support for multiple levels of internal customers.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Took ownership of customers issues to follow problems through to resolution.
  • Developed and implemented customer care policies, procedures and regulations necessary to satisfy customer base.

Loan Processor

Liberty Home Equity Solutions
04.2015 - 06.2016
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Set up and completed loan submission packages.
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.

Loan Officer

Liberty Home Equity Solutions
07.2014 - 04.2015
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.

Call Screener

Liberty Home Equity Solutions
06.2012 - 04.2014
  • Contacted potential reverse mortgage borrowers via phone.
  • Complete initial qualification of borrower and refer to licensed loan officers.

Education

No Degree - General Education

Sacramento City College
Sacramento, CA

Skills

  • Client Rapport-Building
  • Service Solution Development
  • Call Control
  • Microsoft Office
  • Call Center Processes
  • Process Knowledge
  • Workflow Assessments
  • Customer Account Management
  • Customer Relationship Management

Timeline

Customer Care Coordinator

Reverse Mortgage Funding
06.2016 - 11.2022

Loan Processor

Liberty Home Equity Solutions
04.2015 - 06.2016

Loan Officer

Liberty Home Equity Solutions
07.2014 - 04.2015

Call Screener

Liberty Home Equity Solutions
06.2012 - 04.2014

No Degree - General Education

Sacramento City College
Jason Lynch