Hi, I’m
Marvin J. Young
Houston,TX
Every problem is a gift—without problems we would not grow.
Tony Robbins
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
years of professional experience
1
Certificate
Work History
Atria Wealth Solutions
Operations Support Specialist
11.2023 - 09.2024
Job overview
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
- Delivered exceptional customer service by actively listening to concerns and promptly addressing them.
- Ensured regulatory compliance by maintaining up-to-date knowledge on relevant laws and guidelines governing respite care provision.
- Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
BNY Mellon
Sr. Client Processor Representative
12.2021 - 09.2023
Job overview
- Reviewed documentation from third parties to ensure accuracy before submitting them to underwriters.
- Calculated, reviewed, and updated financial or other relevant information.
- Reconciled cash breaks, accounting issues, and compiled data.
- Managed loan services by handling syndication, advances, payments, fee calculations and wire transfers. Reconciling and balancing posted transactions to batch totals.
- Provided customer service support to clients in a timely and efficient manner.
Shellpoint Mortgage Servicing
Loss Mitigation Specialist
09.2020 - 12.2021
Job overview
- Managed loss mitigation documents, performed financial analysis, evaluated foreclosed loans and assessed borrower financial situation.
- Retained knowledge of financial products, loan reconciliation, analytical thinking, organization and planning, problem-solving, networking, and attention to detail.
- Verified loan documentation and employer information to determine approval.
- Provided guidance and assistance to customers throughout the loan modification process.
- Reviewed foreclosure alternatives such as short sales or deeds in lieu of foreclosure.
Wells Fargo Bank, N.A.
Home Mortgage Consultant
07.2012 - 09.2020
Job overview
- Independently met with prospects and customers through outbound calling, Teller referrals, and branch referrals to discuss and sell banking products in specialist areas like Investments, Private Client Group, and Small Business.
- Maintain accurate and up-to-date customer profiles in the Customer Relationship Management (CRM) system. Educating client relationships about product usage, best practices, and troubleshooting tips.
- Used CRM tools for logging interactions, managing customer information, and tracking the progress of customer-related tasks.
- Verified bank statements for down payments and closing costs. Verified various documents such as credit reports, taxes, etc.
- Reviewed customer applications for auto loan products and verified creditworthiness.
- Negotiated terms of loans with customers, including interest rates, repayment schedules, and other conditions.
Education
Northwestern State University of LouisianaNatchitoches, LA
Some College (No Degree) from Business Administration
Skills
- Quality Control
- Document Management
- Microsoft Excel
- Reports Analysis
- Interpersonal Communication
- Discrepancy Research and Resolution
- Data Entry
- Customer Service
Team Leadership
Certification
- Licensed Realtor
Timeline
Operations Support Specialist
Atria Wealth Solutions
11.2023 - 09.2024
Sr. Client Processor Representative
BNY Mellon
12.2021 - 09.2023
Loss Mitigation Specialist
Shellpoint Mortgage Servicing
09.2020 - 12.2021
Home Mortgage Consultant
Wells Fargo Bank, N.A.
07.2012 - 09.2020
Northwestern State University of Louisiana
Some College (No Degree) from Business Administration
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Company CultureFlexible work hoursPaid time offStock Options / Equity / Profit SharingWork from home option401k matchPaid sick leaveHealthcare benefitsWork-life balanceCareer advancementPersonal development programsTeam Building / Company Retreats4-day work weekSimilar Profiles
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