Profile A Call Center Representative with 8 years of professional experience providing quality customer
service within the financial industry. Adept at handling a high volume of calls on a daily basis and
recording customer information quickly and accurately.
Overview
20
20
years of professional experience
Work History
Customer Service Phone Representative
Partners in Care Foundation
San Fernando, CA
03.2024 - 10.2025
Developed positive relationships with clients through friendly communication.
Educated customers on product features and benefits ensuring understanding of services offered by company.
Identified, researched and resolved customer issues using the computer system.
Participated in team meetings discussing best practices for handling difficult calls.
Utilized computer technology to handle high call volumes.
Account Executive
Athas Capital Group
02.2022 - 01.2023
Provide a high level of customer service to internal and external customers
Maintain and develop mutually beneficial broker and banker relationships
Meet individual & team monthly sales goals
Perform review of loans originated by third parties for general guidelines
and identify outstanding items or questions that could cause closing
delays
Build sustainable relationships and engage customers by taking the extra mile
Maintain daily workflow prioritization, and communicate accordingly, to
ensure all urgent matters are dealt with.
Lead Generator
Smart Choice Realty & Mortgage Finance
08.2020 - 01.2021
Manage large amounts of inbound and outbound calls in a timely manner
Follow communication “scripts” when handling different topics
Provide every client the best service in the industry
Market and solicit residential loan business, ensuring all phases of the loan process are performed
in accordance with company and regulatory guidelines
Advise and educate clients on the home-buying or refinancing process and how to better manage
their mortgages
Assists clients with completion of the mortgage application, inspecting completed documents
for accuracy and thoroughness, and gathers and reviews financial credit documentation for
pre-qualification for mortgage financing.
Manager/Production
Howling Juice
01.2017 - 04.2020
Manage day-to-day operations of the juice bar/cafe
Maintain updated records of daily, weekly and monthly revenues and expenses
Hire and onboard new wait staff and baristas
Train employees on drinks preparation and proper use of juice and coffee equipment
Coordinate with vendors and order supplies, as needed
(like takeaway cups, coffee, milk and other food ingredients)
Advise staff on the best ways to resolve issues with clients and deliver excellent customer service
Ensure all cafe areas are clean and tidy
Nurture friendly relationships with customers to increase loyalty and boost our reputation
Manager
Green Hands Cleaning
01.2010 - 12.2017
Ensure that standards are maintained at a superior level on a daily basis
Present accurate bills to the Executive Housekeeper for approval
Answer and log incoming phone calls and do the proper follow up
Log all maintenance issues and follow up on completion
Coordinate daily assignments for housekeeping line staff
Inventory, issue and control use of amenities, cleaning supplies and other housekeeping supplies
Recommend hiring, developing, counseling, motivating and disciplining staff
Supervise, direct, coordinate, influence and persuade staff in order to maintain service standards
Loan Officer
Federal Citi Mortgage Banc
08.2005 - 09.2009
Building relationships with new and existing clients
Identify customers' needs, clarify information, research every issue and
provide solutions and/or alternatives
Seize opportunities to upsell products when they arise
Taking applications and analyzing credit to make sound lending decisions
Processing loans and disbursing funds
Maintaining comprehensive knowledge of loans and applicable regulations.
Education
Premier Schools Real Estate License American School of Mortgage Loan Originator Certification,
Processor Certification, Underwriter Certification -
Skills
Proficient in Various CRM programs, MS Office,
Customer Service Call Center Operations, Communication, Client Relations, Data Entry
Languages
Fluent in Spanish: reading, writing, and speaking.
Timeline
Customer Service Phone Representative
Partners in Care Foundation
03.2024 - 10.2025
Account Executive
Athas Capital Group
02.2022 - 01.2023
Lead Generator
Smart Choice Realty & Mortgage Finance
08.2020 - 01.2021
Manager/Production
Howling Juice
01.2017 - 04.2020
Manager
Green Hands Cleaning
01.2010 - 12.2017
Loan Officer
Federal Citi Mortgage Banc
08.2005 - 09.2009
Premier Schools Real Estate License American School of Mortgage Loan Originator Certification,
Processor Certification, Underwriter Certification -
VP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global GroupVP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global Group