Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Service Team Member
Orion Wealth Advisors
Omaha, NE
01.2023 - Current
Process all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions.
Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics.
Meet or exceed all daily and monthly business measurements.
Provide status updates to management as required.
Maintain process measurements and reporting within service levels.
Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams.
Cross train as required to support all team activities and backup team members as needed.
Provide feedback to the team for continued improvements.
Assist with team planning as required.
Mortgage Loan Processor
PenFed Credit Union
Omaha, NE
08.2009 - 11.2022
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Handled any conditions sent from underwriting departments.
Upheld complete confidentiality of all submitted information according to release guidelines.
Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
Reviewed financial statements and contacted institutions and customers to clarify details.
Worked with customers via telephone and email to answer questions, process transactions and resolve issues.
Technical Support Representative
ADT Security Systems
Omaha, NE
03.2007 - 02.2009
Assisted customers in identifying issues and explained solutions to restore service and functionality.
Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
Collaborated with supervisors to escalate and address customer inquiries or technical issues.
Translated complex technical issues into digestible language for non-technical users.
Offered troubleshooting of connectivity issues across networks such as Wi-Fi and cellular.
Submitted service tickets for equipment maintenance requests.