Summary
Overview
Work History
Education
Skills
Timeline
Generic

Keisa Chapel

Phoenix

Summary

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.

Education

Associate of Arts - Computer Information Systems

Maricopa Community College System
AZ

Skills

  • Customer service
  • Project management
  • Data analysis
  • Real estate transactions
  • Legal documentation
  • Client relations
  • Remote office availability

Timeline

Senior Customer Service

Bank of America
04.2024 - Current

Transaction Manger

STOA Realty, LLC
05.2022 - 03.2023

Disclosure Specialist

Intercontinental Capital Group
01.2019 - 02.2022

Executive Client Care Specialist

Quicken Loans
10.2012 - 12.2018

Associate of Arts - Computer Information Systems

Maricopa Community College System