Dynamic professional driven by a passion for financial data analysis and leveraging proven expertise in customer outreach to proactively manage mortgage loan delinquencies while ensuring strict compliance with regulatory standards.
Overview
3
3
years of professional experience
Work History
Mortgage Customer Outreach Specialist I
M&T Bank
10.2023 - Current
Demonstrated expertise in analyzing financial statements and loan documents to determine recovery likelihood
Conducted skip tracing activities to locate and contact consumers efficiently
Managed inbound calls related to mortgage loan delinquencies, ensuring compliance with state-specific call requirements
Identified suspect situations and promptly escalated issues to management
Assessed account files for potential foreclosure referrals, resolving problematic account situations, and assisting in account maintenance.
CSR/Warehouse admin-Speed Global
09.2021 - 06.2024
Managed daily operations in the warehouse, overseeing a team of 10 employees (Supported my team remotely as well)
Identified service improvement opportunities and proposed automation solutions to enhance service quality by 21%
3+ years in a support/customer service role/experience and a passion for archiving the highest Service
Provided technical assistance and troubleshooting guidance to customers via email, Zendesk, and phone, effectively resolving complex technical issues
Strong data entry skills with a keen eye for detail and accuracy
Excellent verbal and written communication skills, providing professional customer service and documentation
Able to work independently, manage multiple tasks, and adapt to changing priorities
Provided consistent and professional customer service, fostering strong relationships with customers.
Education
Bachelor of Arts - Sociology
State University of New York College at Buffalo
Buffalo, NY
12.2019
Skills
Office Administration: Previous experience in office administration within a large and complex financial services organization, ensuring efficient and organized operations
Highly self-motivated with the ability to work independently and collaboratively, delivering high-quality work and successfully multitasking
Communication: Clear and concise written and verbal communication skills, enabling effective interaction with colleagues, stakeholders, and regulators
Self-starter and comfortable taking the initiative
MS Office experience, including Word, Excel, and Outlook
Personal Information
Title: Banking Services Accounting Analyst II - Banking Controls