Lori Rose
San Bernardino,CA
Summary
Who is Lori Rose? A self starter, low maintenance type of employee. What I have to offer are several years of call center representative, sales, loan servicing and leadership experience. I'm very interested in learning and growing as a person and a team member. My goal is not to be a taker but a partner in making both my goals and your company's goals a reality.
Overview
24
24
years of professional experience
Work History
Salesperson
Brady Corporation
San Francisco, CA
09.2017 - 12.2021
- Business to business telemarketing
- Duty was to advise of, and sale business owners/managers required Federal and State labor law postings and training materials.
- Advised workplace violators of infractions and penalties of non-compliance of these laws and potential remedies to avoid finds.
- Always maintained composure with customers in confrontational and stressful situations.
Owner/Manager
Pam Ma's Restaurant
Moreno Valley, CA
05.2008 - 09.2010
- Owner and manager.
- I was responsible for keeping with city, county and state regulations.
- Daily managerial operations that included keeping inventory and ordering of food and supplies, bookkeeping, payroll.
- Creating interesting menu choices, food preparations.
Loss Mitigation Specialist III/Team Lead
Citi Residential Lending
Rancho Cucamonga, CA
02.2004 - 03.2008
- Responsibilities were managing a personal queue of 250-300 loans in active foreclosure.
- My job was to contact the customer to confirm their intent for the property and execute a plan such as a loan modification, short sale, forbearance plan or a moratorium of the loan.
- I worked closely with
- Citi Residential Lending's foreclosure attorney's to stop auctions of homes that I have successfully placed on a retention plan.
- As Team Lead, my duties were assisting 20 team members with escalated customer issues, auditing calls for quality assurance and writing and facilitating the teams monthly minutes and assisting manager with various projects as delegated.
Loss Mitigation Specialist II
Wells Fargo Home Mortgage
San Bernardino, CA
01.2002 - 06.2004
- Made contact with customers that were in default of loans through auto dialing system to offer retention solutions
- These solutions were loan modifications, forbearance plans, deed in lieu of foreclosure and short sales.
Collection Specialist II
Wells Fargo Home Mortgage
San Bernardino, CA
06.2000 - 03.2002
- Processed auto payments and repayment installment agreements to cure defaults on 30, 60 day delinquent mortgage loans via outbound and inbound dialing system.
Retail Sales Associate
Sunrun Inc.
San Francisco, CA
02.2023 - Current
- As an Energy Sales Retail Associate, my job is to set appointments by building rapport and pre-qualifying shoppers of Sunrun's solar and storage solutions.
- My responsibilities also include managing a pipeline of customers that are not ready to move forward with the closer or who failed to keep their appointment, by contacting them and rescheduling them.
Education
High School Diploma -
Fontana A. B. Miller High School
Fontana, CA05.2004
Liberal Arts Public Speaking I and Microsoft Word and Excel -
San Bernardino Valley College
Skills
- Basic Computer Skills Word and Excel (10 years), Typing-certified at 50 wpm, Call Center
- Policy Enforcement
- Conflict Management
- Violations and Infractions
- Compliance Reporting
Additional Information
- Authorized to work in the US for any employer
- Awards , Best Shot from Wells Fargo Home Mortgage and Best of our Best Citi Residential Lending June 2008 Received awards from Wells Fargo Home Mortgage and Citi Residential Lending for making the most loans that were in active foreclosure performing again. Additional Information
Accomplishments
- Exceeded sales goals by average of 25% by my second year.
- Consistently maintained product return quota of 20% lower than team member expectations.
- Led team to achieve 15%, earning recognition from upper management, which created a new role for me as team captain.
Timeline
Retail Sales Associate
Sunrun Inc.
02.2023 - Current
Salesperson
Brady Corporation
09.2017 - 12.2021
Owner/Manager
Pam Ma's Restaurant
05.2008 - 09.2010
Loss Mitigation Specialist III/Team Lead
Citi Residential Lending
02.2004 - 03.2008
Loss Mitigation Specialist II
Wells Fargo Home Mortgage
01.2002 - 06.2004
Collection Specialist II
Wells Fargo Home Mortgage
06.2000 - 03.2002
High School Diploma -
Fontana A. B. Miller High School
Liberal Arts Public Speaking I and Microsoft Word and Excel -
San Bernardino Valley College