Summary
Overview
Work History
Education
Skills
Timeline
Generic

NICOLE G PEARSE

Clementon,NJ

Summary

Knowledgeable and dedicated customer service professional with extensive experience in administrative roles. Solid team player with an outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed, and process optimization. Articulate, energetic, and results-oriented with an exemplary passion for developing relationships, cultivating partnerships, and growing businesses.

Overview

8
8
years of professional experience

Work History

Office Manager

J&T Construction
12.2021 - 06.2023
  • Maintained computer and physical filing systems.
  • Created, maintained, and updated filing systems for paper and electronic documents.
  • Updated reports, managed accounts, and generated reports for company database.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Marketing and sales.

Closing Disclosure Specialist

LoanDepot
04.2021 - 11.2021
  • Added fees and charges to building Closing Disclosures and Closing Statements for real estate settlements, including recording fees, transfer taxes, property taxes, commissions, homeowner association fees and contract credits
  • Coordinated directly with brokers to balance borrower's Closing Disclosures
  • Obtained loan documents and authorization to disburse after documents were executed
  • Developed strong work relationships with brokers and other lines of business
  • Balanced files internally so that incoming and outgoing funds matched

Customer Service Representative

Freedom Mortgage Corporation
10.2020 - 04.2021
  • 50+ inbound calls daily
  • Provided information and knowledgeable assistance by accessing loan accounts and refinances in progress
  • Communicated with processing team and loan advisors to assist borrowers with refinance process
  • Responded to customer requests for products, services, and company information
  • Investigated and resolved customer inquiries and complaints quickly

Receptionist

TTP Consulting Enterprises LLC
07.2018 - 08.2020
  • Scheduled consultations with potential clients
  • Prepared financial plans
  • Established and maintained detailed client files
  • Responded to inquiries from callers seeking information
  • Managed multiple tasks and met time-sensitive deadlines
  • Collected and distributed messages to team members and managers to support open communication and high customer service
  • Collected payments, processed transactions and updated relevant records
  • Helped office staff prepare reports and presentations for internal or client-related use

Administrative Assistant/Client Representative

RCM&D
09.2017 - 06.2018
  • Maintained files and records in accordance with RCM&D policies and procedures
  • Assisted in preparation and review of reports and proposals
  • Maintained confidential records
  • Complied with E&O Plus, legal and regulatory requirements
  • Reviewed policies, issued certificates of insurance
  • Attended meetings with carriers to discuss potential new business
  • Executed record filing system to improve document organization and management
  • Created and maintained databases to track and record customer data

Administrative Assistant

Wells Fargo Insurance Services
09.2016 - 08.2017
  • Assisted with presentations for client meetings
  • Coordinated guest list and assisted sales executives with large annual seminar
  • Reviewed policies and insurance document submissions for National Risk Practice
  • Managed inventory and ordered office supplies
  • Prepared and sent out client invoices
  • Ran Aged Client Accounts Receivable Detail reports

Account Specialist

State Farm, MRS Associates
07.2015 - 07.2016
  • Responded to 100+ inbound/outbound calls for State Farm Bank credit card accounts
  • Facilitated payment arrangements and settlements for customers with delinquent accounts
  • Negotiated payment options with customers to cure accounts
  • Ranked in top 3 collectors monthly for consistently exceeding recovery goals

Call Center Agent

Northland Group
01.2015 - 07.2015
  • Collected on past due student loan accounts for Chase Bank
  • Exceeded monthly recovery goals by communicating with consumers and working out the most accommodating resolutions for their past-due student loan accounts to prevent them from going into default
  • Competed against other teams in achieving the highest amount of payments per month
  • Initiated strategies for collection processes and procedures
  • Set up eligible customers for forbearance and deferment plans

Education

Hartford Insurance School

Temple Real Estate Institute

Skills

  • Typing Proficiency
  • Microsoft Outlook
  • Time Management
  • Data Entry Documentation
  • Customer Data Confidentiality
  • Microsoft Excel
  • Administrative Support
  • Report Preparation
  • Filing
  • Inbound Customer Calls
  • Data Security and Confidentiality
  • Daily Reports

Timeline

Office Manager

J&T Construction
12.2021 - 06.2023

Closing Disclosure Specialist

LoanDepot
04.2021 - 11.2021

Customer Service Representative

Freedom Mortgage Corporation
10.2020 - 04.2021

Receptionist

TTP Consulting Enterprises LLC
07.2018 - 08.2020

Administrative Assistant/Client Representative

RCM&D
09.2017 - 06.2018

Administrative Assistant

Wells Fargo Insurance Services
09.2016 - 08.2017

Account Specialist

State Farm, MRS Associates
07.2015 - 07.2016

Call Center Agent

Northland Group
01.2015 - 07.2015

Hartford Insurance School

Temple Real Estate Institute
NICOLE G PEARSE