Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
13
13
years of professional experience
Work History
Senior Customer Service
Bank of America
04.2024 - Current
Providing Empathy and excellent customer service to each caller assisting with closing clients deceased loved one estate.
Working closely with attorney closing estate.
Accountable for managing and settling the larger, more complex estate and/or terminating trusts. Providing expertise and knowledge.
Taking ownership of each tasks given assuring the Settlement, as well as monitor progress and approved completed estate /trust closure.
Transaction Manger
STOA Realty, LLC
05.2022 - 03.2023
Handle both residential and commercial property transactions for buyers and sellers.
Participates in weekly networking events, provides open houses for sellers, escorts potential buyers to properties that match their needs, creates legal documents (contracts, lease agreements, deeds, etc.) and constant.
Continuous education to stay abreast with local and national real estate market trends.
Managed all sales representatives and managed sales floor activities.
Disclosure Specialist
Intercontinental Capital Group
01.2019 - 02.2022
Maintained the pipeline while consistently meeting team goals on a monthly basis.
Created spreadsheets and coordinated weekly team meetings.
Followed strict housing guidelines for Fannie Mae, Freddie Mac, VA, and HUD, including attending workshops and seminars via Skype.
Assisted with training new hires.
Sent new and revised closing disclosures and loan estimates to clients.
Reviewed first and final loan estimates and closing disclosures for accuracy.
Executive Client Care Specialist
Quicken Loans
10.2012 - 12.2018
Assisted clients with closing their refinance and purchase loans, ensuring a smooth and efficient process.
Requested necessary documents from underwriting to facilitate loan closures.
Provided excellent customer service, addressing client inquiries and concerns promptly.
Maintained a pipeline of 150 clients monthly, consistently meeting monthly closing goals.
Built trusted relationships with clients, gaining their trust to close loans in a timely manner.
Senior Small Business Preferred / Complaints Resolution Specialist at Bank of AmericaSenior Small Business Preferred / Complaints Resolution Specialist at Bank of America