Katherine Mcgerty
Costa Mesa,CA
Summary
Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. I am driven for success and advancement in any career path I chose.
Overview
11
11
years of professional experience
Work History
LCP Representative
Prospect Mortgage
Irvine, CA
01.2015 - 06.2019
- Provided customer service by answering product and service related questions.
- Answered phone calls and directed them to appropriate personnel.
- Educated customers on product features and benefits to ensure they had an excellent shopping experience.
- Resolved customer complaints in a professional manner while remaining empathetic to their concerns.
- Consistently met daily performance goals set by management team members.
- Established positive relationships with customers through effective communication techniques.
- Participated in training sessions designed to improve overall job performance.
- Answered questions and resolved concerns for customer support.
Jr Mortgage Processor
CashCall Mortgage
Anaheim, CA
09.2013 - 03.2015
- Reviewed loan applications and supporting documentation to ensure accuracy of data.
- Verified income, assets, credit reports, title insurance policies and appraisals for each loan file.
- Calculated debt-to-income ratios, loan-to-value ratios, and other applicable percentages.
- Maintained communication with borrowers to ensure timely submission of required documents.
- Prepared closing documents for review by underwriter or manager.
- Researched and resolved discrepancies related to the loan application process.
- Provided guidance to customers regarding mortgage products and procedures.
- Ensured compliance with federal regulations such as RESPA, Truth in Lending Act, Home Mortgage Disclosure Act and Anti-Money Laundering laws.
- Managed a pipeline of loans from origination through funding stages.
- Processed loan modifications according to investor guidelines.
- Assisted in the preparation of mortgage packages for investors and insurers.
- Coordinated with third party vendors such as title companies, appraisers, surveyors.
- Submitted detailed loan packages to underwriting department to facilitate approval or denial processes.
- Managed conditions sent from underwriting departments.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
Retail Sales Associate
Nordstrom
Brea, CA
01.2010 - 02.2012
- Demonstrated knowledge of store products and services.
- Assisted customers with finding the right product for their needs.
- Provided product information and answered customer questions.
- Performed cashier duties, such as ringing up sales, processing payments and issuing receipts.
- Greeted customers upon entering the store and provided assistance.
- Stocked shelves with merchandise according to company standards.
- Organized displays to attract customers and promote sales.
- Handled customer complaints in a professional manner.
- Completed transactions in an efficient manner while providing excellent customer service.
- Maintained a clean work environment by sweeping, dusting, vacuuming and mopping floors.
- Processed returned merchandise according to company policies.
- Offered suggestions for additional items that may be of interest to customers.
- Kept informed about new products arriving at the store on a regular basis.
- Handled price checks, merchandise transfers and fitting room returns to keep store orderly and efficient.
Administrative Assistant
Pacific Dental Services
Irvine, CA
03.2008 - 01.2010
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Processed invoices for payment using accounting software applications.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Conducted research online utilizing search engines such as Google or Yahoo!.
- Managed database systems containing customer contact information.
- Responded effectively to sensitive inquiries or complaints.
- Responsible for entering customer payments into the accounting software system.
- Maintained accurate records of accounts receivable and payable transactions.
- Processed invoices, credit memos, and other documents related to accounts receivable.
- Reconciled daily cash receipts with bank deposits.
- Managed collections activity including contacting customers regarding past due balances and resolving billing disputes.
Education
High School Diploma -
La Vista High School
Fullerton, CA05-2006
Skills
- Telephone reception
- Customer Support
- Market Research
- Paperwork Processing
- Client Relationship Building
- Customer Relations
Affiliations
- I enjoy spending most of my time with my family
- Taking my dog to play outside
- Reading books about improving one self inside and out
- Enjoying amusement parks with my daughter
Timeline
LCP Representative
Prospect Mortgage
01.2015 - 06.2019
Jr Mortgage Processor
CashCall Mortgage
09.2013 - 03.2015
Retail Sales Associate
Nordstrom
01.2010 - 02.2012
Administrative Assistant
Pacific Dental Services
03.2008 - 01.2010
High School Diploma -
La Vista High School
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