Samir Qayoumi
Rancho Cucamonga,CA
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
16
16
years of professional experience
Work History
Account Manager
AmeriTrust Mortgage Corporation
06.2023 - 11.2023
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Provided quick turnaround times to maintain fast-past schedule.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Set up and completed loan submission packages.
- Utilized loan origination software to process and track loan applications.
- Coordinated closing process with attorneys, title companies, and government clerks.
Production Coordinator
Finance Of America Mortgage
11.2021 - 11.2022
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Conducted in-person and virtual on boarding and training for new and existing clients
- Prepared loan estimate with new loan application and sent initial disclosures.
- Set up loan file with accurate fees according to selected loan program and other loan parameters.
- Maintained strict confidentiality of bank records and client information.
- Collaborated with other departments to promptly process loan applications.
- Prepared professional business correspondence on behalf of account executive to obtain information and facilitate processing steps.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
Account Manager
Finance Of America Mortgage
09.2020 - 11.2021
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
- Prepared professional business correspondence on behalf of account executive to obtain information and facilitate processing steps.
- Monitored key dates to obtain information by deadlines.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Provided quick turnaround times to maintain fast-past schedule.
Lead Optician
Laguna Creek Optometry
04.2008 - 09.2020
- Educated patients on proper use, care and maintenance of eyeglasses and contact lenses.
- Filed claims with vision and medical insurance companies to garner payment for optical services.
- Calibrated seg heights, vertex, and pupillary distance and pantoscopic tilt to customize eyeglass orders and create perfect fit.
- Suggested optional items such as lens coatings and lightweight lenses to improve patient experience with eyeglasses.
- Maintained safe, clean and organized environment to increase patient comfort.
- Conducted pretest procedures to gather data before exam and make eye appointments more efficient and productive.
- Operated and maintained lensometers, refraction units, auto-refractors, and visual field analyzers for patient testing.
Education
Master of Arts - Sociology
California State University - Sacramento
Sacramento, CA06.2021
Bachelor of Arts - Sociology
California State University - Sacramento
Sacramento, CA06.2017
Skills
- Sales Development
- Sales Analysis
- Report Writing
- Needs Analysis
- Data Analytics
- Customer Training
- Schedule Management
- Client Relationship Management
Languages
Farsi
Native or Bilingual
Pashto
Elementary
Timeline
Account Manager
AmeriTrust Mortgage Corporation
06.2023 - 11.2023
Production Coordinator
Finance Of America Mortgage
11.2021 - 11.2022
Account Manager
Finance Of America Mortgage
09.2020 - 11.2021
Lead Optician
Laguna Creek Optometry
04.2008 - 09.2020
Master of Arts - Sociology
California State University - Sacramento
Bachelor of Arts - Sociology
California State University - Sacramento
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