Jamila Bufford
Charlotte,NC
Summary
Customer-focused Client Service Representative with expertise in relationship management and problem-solving. Demonstrated success in financial transactions and document validation, ensuring accuracy and efficiency. Proficient in resolving complex inquiries and enhancing processes to improve customer satisfaction and retention.
Overview
20
20
years of professional experience
Work History
Client Service Representative/Remote
TD Bank
04.2022 - Current
- Explained bank products and services, tailoring recommendations to individual customer needs.
- Processed financial inquiries, including account balances and disputes, while maintaining accuracy.
- Demonstrated excellent problem-solving and time management skills in fast-paced environments.
- Participated actively in process improvement initiatives to enhance operational efficiency.
- Adapted quickly to dynamic work conditions, sustaining high productivity levels.
Contract Driver/Independent
Amazon
05.2021 - 04.2022
- Executed customer instructions to ensure accurate service delivery and meet client expectations.
- Followed designated routes and maintained the time schedule.
- Managed time effectively by prioritizing tasks to improve overall customer service experience.
- Reviewed orders before and after delivery to verify completeness and accuracy, enhancing customer satisfaction.
Mortgage Loan Processor
Fifth Third Bank/Adecco
01.2021 - 04.2021
- Validated and audited documents for compliance with state, county, and investor guidelines.
- Ensured accurate data entry into loan origination system for precise underwriting determinations.
- Reviewed and audited reports to confirm accuracy.
- Documented communication and loan milestones in origination notes for record accuracy.
Independent Travel Agent/Remote
InteleTravel
12.2017 - 12.2020
- Communicated effectively, both written and oral, to ensure accurate paperwork completion and foster constructive interactions with clients.
- Meets with clients to determine travel needs, budgets and preferences.
- Sells and coordinates transportation, accommodations, insurance, tours and activities
- Collects payments, books travel arrangements and processes cancellation effectively
- Demonstrates self-sufficiency through utilizing various support tools to research and resolve complex customer issues in a virtual setting
Patient Care Coordinator
AmerisourceBergen
10.2016 - 10.2019
- Identified and coordinated patient resources for reimbursement counseling, support services, and assistance programs.
- Assisted patients, doctor offices, and pharmacies in navigating financials assistance resources
- Provided patients with detailed information on insurance coverage and medication benefits
- Demonstrates critical thinking skills and decisive judgment in an often-hectic environment and possesses the ability to work cohesively on a team and independently with minimal supervision
- Performed data entry tasks to update customer accounts and records.
- Created spreadsheets for data entry purposes regarding case information.
Mortgage Loan Underwriter/Loss Mitigation
Wells Fargo
Charlotte, USA
08.2012 - 06.2016
- Executed quality underwriting decisions that mitigated company risk, adhered to standards, and enhanced borrowers' opportunities for successful home ownership
- Analyzed credit reports, paystubs, tax returns, w2 income, and letter of employment to ensure no fraudulent activity was present on the documentation
- Compiled property and loan documentation files, verifying employment, insurance, and title to ensure compliance and accuracy.
- Meet and exceed quality goals, compliance regulations and productivity targets
Home Preservation Service Representative
Wells Fargo
Charlotte, USA
12.2006 - 08.2012
- Resolved complex billing issues involving property insurance, real estate taxes, and interest rates.
- Reviewed and updated customer records in various databases per state requirements.
- Maintained high call volumes while consistently meeting daily service level agreements.
- Utilized technical skills to navigate multiple Windows-based applications efficiently.
Education
Associate of Arts 1996-1998
Central Piedmont Community College
Charlotte, NC Skills
- Customer service
- Customer relationship management
- Issue resolution
- Problem solving
- Financial transactions
- Data entry
- Document validation
- Attention to detail
Timeline
Client Service Representative/Remote
TD Bank
04.2022 - Current
Contract Driver/Independent
Amazon
05.2021 - 04.2022
Mortgage Loan Processor
Fifth Third Bank/Adecco
01.2021 - 04.2021
Independent Travel Agent/Remote
InteleTravel
12.2017 - 12.2020
Patient Care Coordinator
AmerisourceBergen
10.2016 - 10.2019
Mortgage Loan Underwriter/Loss Mitigation
Wells Fargo
08.2012 - 06.2016
Home Preservation Service Representative
Wells Fargo
12.2006 - 08.2012
Associate of Arts 1996-1998
Central Piedmont Community College