Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

José Francisco Gonzalez

St. Louis,MO

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Closing Assistant

US Title
08.2021 - Current
  • Confirmed accurate fundings, lien payoffs and final mortgage recordings by collaborating with real estate agents, loan officers, and attorneys.
  • Coordinated with sellers, buyers, escrow agents, and real estate agents to complete loan submissions and scheduled closing dates.
  • Audited variety of critical financial documents for completeness and accuracy, noting and resolving deficiencies and errors.


Bilingual Clinical Administrator Coordinator

Optum
07.2019 - 03.2021
  • Verified and reconciled service charges with insurance companies and payment providers.
  • Performed patient census operations, collecting data to generate comprehensive profile of practice's performance.


Customer Service Associate

K-Force - Rubicon Global
11.2018 - 05.2019


  • Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
  • Maintained a high level of product knowledge, providing accurate information to customers.


Inside Sales Specialist

Trane Supply Services
03.2017 - 06.2018


  • Increased sales revenue by efficiently managing a high volume of inbound leads and promptly responding to customer inquiries.
  • Developed strong client relationships through effective communication, understanding their needs, and providing tailored sales solutions.

Online Client Support Associate

Aerotek - Edward Jones
10.2016 - 01.2018
  • Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
  • Provided mentorship and guidance to junior team members, fostering professional growth within the organization.

Chain Support Sales Specialist

K-Force - Star Holding Int’l
04.2016 - 08.2016
  • Built rapport with customers and assessed needs to make product recommendations and upsell.
  • Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.

Bilingual Mortgage Account Manager

First Bank
06.2014 - 06.2015
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.

Quality Control Customer Service Supervisor

Bank of America
03.2013 - 02.2014
  • Foster a team and call center culture in people, performance management, coaching, and development and employee engagements
  • Ensure performance and results that are considered effective and cost efficient
  • Direct all supervisory functions for team, including, but not limited, to training, coaching, develop strategies, schedules, enforcing policies, evaluating and disciplining to ensure a well-qualified team and to enhance operational success
  • Ensure compliance with all applicable Federal, State and local regulations, policies, and procedures relative to the mortgage lending
  • Monitor team performance to ensure that the call center goals are met and support all call center quality and training efforts
  • Identify and articulate reporting requirements, which includes targets, specific data and anticipate outcomes
  • Manage a team of 2 Quality Analysts, responsible for evaluating the employee performance of 150 + Collections agents
  • Certified Nice System Administrator with advanced skills in form design and Nice based training.

Bilingual Credit Customer Service

Macy’s Credit Services
02.2006 - 05.2013
  • Work in call center environment; receive incoming calls from stores and customers requiring services such, credit increases, balancing of accounts
  • Review credit reports, accounts, power of attorneys, and registry journals
  • Solve account issues immediately
  • Also foster a team and call center culture in people, performance management, coaching, and development and employee engagements for the fraud prevention and technical support team
  • Provided technical support for outside clients as well as stores, guiding our clients through our web payment system, engaging them to make purchases through our website also guiding our clients to access our web page and system, through applications though tablets, cell phones, and desktop applications.

Education

General Studies -

STLCC Forest Park
St. Louis, Missouri

Business Administration -

Transportation Communication University
St. Louis, Missouri

General Studies/ Clerk Typist -

Southern Association of Schools & Colleges
San Marcos, Texas
01.1987

Skills

  • Microsoft Office
  • Client Communication
  • Transaction monitoring
  • File Management
  • Deadline Adherence
  • Real estate knowledge
  • Microsoft TEAMS
  • English/Spanish/Latin/Hebrew
  • Mortgage Lending
  • Contract Review

Certification

  • Producer License - 2021- Present
  • Missouri State Notary- 2024 - Present

Timeline

Closing Assistant

US Title
08.2021 - Current

Bilingual Clinical Administrator Coordinator

Optum
07.2019 - 03.2021

Customer Service Associate

K-Force - Rubicon Global
11.2018 - 05.2019

Inside Sales Specialist

Trane Supply Services
03.2017 - 06.2018

Online Client Support Associate

Aerotek - Edward Jones
10.2016 - 01.2018

Chain Support Sales Specialist

K-Force - Star Holding Int’l
04.2016 - 08.2016

Bilingual Mortgage Account Manager

First Bank
06.2014 - 06.2015

Quality Control Customer Service Supervisor

Bank of America
03.2013 - 02.2014

Bilingual Credit Customer Service

Macy’s Credit Services
02.2006 - 05.2013

General Studies -

STLCC Forest Park

Business Administration -

Transportation Communication University

General Studies/ Clerk Typist -

Southern Association of Schools & Colleges

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José Francisco Gonzalez