Detail-oriented Customer Service Representative with extensive experience in mortgage servicing. Skilled in ensuring timely payments and minimizing risks related to defaults and foreclosures. Strong team player focused on enhancing customer satisfaction and fostering relationships to drive business growth.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Owner
Child Care
CHARLOTTE, NC
08.2014 - Current
Oversaw daily operations of child care facility, ensuring safety and compliance with regulations.
Implemented policies and procedures to create a nurturing environment for children.
Developed engaging educational programs tailored to children's developmental needs.
Coordinated community events to enhance child development and foster family involvement.
Sales Associate
Tranzact
CHARLOTTE, NC
04.2025 - 01.2026
Guided customers in product selection, enhancing their purchasing experience with tailored recommendations.
Addressed customer inquiries and complaints efficiently, ensuring high satisfaction and retention.
Informed customers about importance of adequate insurance coverage, fostering informed decision-making.
Utilized CRM software to track client interactions and policy renewals.
Conducted market research to stay informed about industry trends and competitors.
Home Preservation Specialist II
Wells Fargo Home Mortgage
Fort Mill, SC
01.2012 - 12.2012
Assisted customers in processing loan modifications and providing status updates on short sales and deeds in lieu, ensuring high-quality customer service
Ensured High Flyer status by achieving SOAR scores of 95% or greater on call monitoring assessments.
Led team meetings to share departmental updates and discuss strategies for team improvement
Provided daily reports to the manager and team
Member of the HPS II team "fun committee" that provided ideas to increase department morale
Collector III / Home Preservation Specialist II
Wells Fargo Reverse Mortgage
Fort Mill, SC
05.2011 - 01.2012
Managed escalated calls and followed up with internal and external customers to ensure resolution
Responded to customer grievances from OOP (Office of the President) and OCC (Office of the Comptroller of the Currency), conducting follow-up calls to ensure customer satisfaction
100% average PAR Scores which measured customer service skills and business focus
Trained new hires to ensure consistency all policies and procedures are followed
Created and updated current department policies and procedures
Created and maintained Excel reports by integrating formulas and utilizing Pivot tables for data analysis
Assisted in the testing phase of the new RMS II system
Monitored the call volume and team member's availability via Avaya
Assisted supervisor with special projects and managed all aspects of the team in the absence of the supervisor
Collector II
Wells Fargo Reverse Mortgage
Fort Mill, SC
12.2010 - 05.2011
Conducted outbound and inbound calls to inform mortgagors about Reverse Mortgage status related to tax and insurance requirements
Educated mortgagors and their families on Due & Payable process to ensure proper property maintenance after loan is called due
Assisted mortgagors obtaining financial counseling during financial hardships
Facilitated payment arrangements for mortgagors to help bring accounts current
Collector I
Wells Fargo Home Mortgage
Fort Mill, SC
11.2006 - 12.2010
Collected payments, evaluated financial situations, and negotiated terms of repayment.
Advised mortgagors on loan status and presented options to avoid foreclosure, facilitating retention and liquidation strategies.
Documented collection activity, demonstrating strong analytical and problem-solving skills.
Achieved top team performance by obtaining the highest PAR scores for May 2010.
Consistently remained in the top 10% of dollars collected on the team
Guided mortgagors in maintaining ownership through informed decision-making during face-to-face consultations at Home Preservation Workshop.
Facilitated loan restructuring processes, including registration and intake procedures.
Quartermaster and Chemical Equipment Specialist
US ARMY National Guard
Charlotte, NC
06.2007 - 03.2010
Tracked over 4,000 deployed soldiers using self-created spreadsheets, improving visibility of troop status
Completed a deployment to Iraq in 2007-2008
Received a good conduct medal for 2007 deployment to Iraq
Inventoried maintenance parts and equipment, ensuring accountability for over $2.4 million in government assets
Organized mail distribution and handled document reproduction to support service members' communication needs.
Processed awards for deployed soldiers
Distributed incoming mail and processed outgoing mail
Maintained accurate accounting of soldiers' official military records, facilitating timely updates and compliance
Ensured all soldiers required documentation is completed with efficiency and accuracy
Quartermaster and Chemical Equipment Specialist
US ARMY National Guard
Gray, TN
06.2003 - 06.2007
Supervised the maintenance of over $150,000 of quartermaster and chemical equipment
Monitored daily maintenance of military equipment to ensure operational readiness.
Developed daily spreadsheets to track maintenance progress and ensure timely completion.
Supported maintenance section in performing general maintenance tasks on vehicles.
Supervisor
Boys and Girls Teen Center
Bristol, VA
01.2004 - 01.2006
Supervised staff and ensured that the staff and members adhered to company policies and procedures
Monitored members' school performance through meetings with school personnel and parents, fostering collaboration to support academic success.
Developed schedules for Boys & Girls Club Teen Center members, integrating educational programming with daily activities to enhance engagement.
Liaison for the Juvenile Detention Center and provided Job Readiness Classes to members
Compiled reports detailing daily activities to inform staff and stakeholders.
Education
Master of Business Administration -
Montreat College
Charlotte, NC
12-2014
B.A. - Interdisciplinary Studies
Virginia Intermont College
Bristol, VA
12-2002
Skills
Business development
Business strategy development
Policy implementation
Regulatory compliance
Operational management
Problem solving
Community engagement
Volunteer Experience
08/2023, 08/2024, David Cox Road Elementary School, PTA Vice President