Summary
Overview
Work History
Education
Skills
References
Timeline
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Mallery Lawson

Angels Camp,CA

Summary

I am a Customer Service Professional with over twelve years of experience providing excellence. I am highly motivated, detail oriented, and love a challenge. With great work ethics and a demeanor in accordance to courtesy, I can communicate effectively with customers, and co-workers alike. Moreover, my organizational skills dictate that I manage tasks in a structured manner. I am excited at the prospect of utilizing my skills to achieve the mission of your company and would welcome an opportunity to speak with you about this possibility in greater detail. I can be contacted at 209.280.8063 if any further information is needed. If you give me a chance, I will not disappoint.

Overview

7
7
years of professional experience

Work History

Solar Loan Assumption Specialist/Call Center Representative

GoodLeap
07.2023 - 01.2024
  • Explained very technical financial information to applicants in easy to understand language.
  • Utilized loan origination software to process and track loan applications.
  • Investigated and resolved accounting, service and delivery concerns.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Observed packing operations to verify conformance to specifications.

Mortgage Loan Processor/Pipeline Manager

Liberty Reverse Mortgage
10.2021 - 08.2022
  • Main contact for borrowers while working closely with the Loan Officer
  • Obtained needed documents from borrowers and third-party vendors
  • Reviewed all documents retrieved against those requested, analyzes for accuracy and/or errors
  • Ordered; Title Reports, Property Tax Histories, FHA Case Number Transfers
  • Managed pipeline of loans within required performance standards within closing and rate lock expiration time frame.

Residential Mortgage Loan Processor

Accenture
12.2020 - 08.2021
  • Delivered outstanding customer service while communicating conditions
  • Displayed confidence in process knowledge and adherence to product and policy guidelines
  • Made intro call to verify loan details and requests additional documentation if necessary
  • Reviewed all documents retrieved against those requested, analyzes for accuracy and/or errors
  • Managed pipeline of loans within required performance standards within closing and rate lock expiration time frame
  • Ordered necessary documents and followed up with vendors/third parties to obtain in timely manner
  • Maintain monthly performance measurements: Timeliness, production.

Certified Medical Assistant

Sutter Gould Medical Foundation
10.2016 - 05.2020
  • Administrative duties include: answering telephones, greeting patients, updating and filing patients' medical records, handling correspondence, and scheduling appointments
  • Clinical Duties include: prepping and assisting with minor procedures, stocking the procedure rooms, taking the patient's vital signs, administering vaccines, performing EKG, performing CLIA tests
  • Knowledge of multiple departments including but not limited to; Family Medicine, Urgent Care, Pediatrics, Cardiology, OBGYN, Nephrology, Internal Medicine, etc.

Education

Certificate -

Carrington College California - Stockton
Stockton, CA
02.2015

Diploma -

Calaveras High School- San Andreas, CA
San Andreas, CA
06.2007

Skills

  • 12 years of exceptional customer service experience
  • In depth knowledge of Microsoft Office Applications
  • Main contact for customers
  • Adept at managing multiple and diverse tasks simultaneously
  • Self-motivated and detail oriented
  • Comfortable working independently with ability to successfully balance priorities under pressure
  • Excellent interpersonal communication skills
  • Data Transaction Management

References

References Available Upon Request

Timeline

Solar Loan Assumption Specialist/Call Center Representative

GoodLeap
07.2023 - 01.2024

Mortgage Loan Processor/Pipeline Manager

Liberty Reverse Mortgage
10.2021 - 08.2022

Residential Mortgage Loan Processor

Accenture
12.2020 - 08.2021

Certified Medical Assistant

Sutter Gould Medical Foundation
10.2016 - 05.2020

Certificate -

Carrington College California - Stockton

Diploma -

Calaveras High School- San Andreas, CA
Mallery Lawson