Shanel Williams
Baltimore,MD
Summary
Organized and detail-oriented Client Services Professional adept at providing administrative support and assisting with travel and expenses. Experienced with maintaining databases and working independently and efficiently, managing multiple tasks at once.
Overview
3
3
years of professional experience
Work History
Client Services Coordinator
CBRE
10.2022 - Current
- Pull reports from and maintain client, property, and transaction information databases
- Provide general administrative support such as coordinating meetings and events, scheduling appointments or tours, phone coverage, arranging travel, and submitting expense reports
- Gathers supporting documentation to complete voucher forms and process Broker’s commission payments while abiding by company accounting policies as well as local and national laws.
Loan Advisor
Freedom Mortgage Corporation
07.2020 - 10.2022
- Evaluate creditworthiness and eligibility for obtaining a mortgage loan
- Interview and guide clients through mortgage loan options
- Prepare and submit mortgage loan applications
- Ensure data are in line with national and local financial rules
- Monitor and report on application processes
- Ensure compliance with privacy laws and confidentiality policies throughout the process
- Licensed in 27 states by the Nationwide Multistate Licensing System & RegistryRising Star AwardFirst Flyer G.E.M
- Award “Goes the Extra Mile”
Education
Bachelor of science - Psychology
Towson University
Skills
- Understanding Customer Needs
- Financial History Reviews
- Loan Documentation
- NMLS Registration
- Database Maintenance
- Microsoft Office
- Outbound Calling
- Planning and Coordination
- Customer Experience
- Performance Goals
- Invoice Preparation
Timeline
Client Services Coordinator
CBRE
10.2022 - Current
Loan Advisor
Freedom Mortgage Corporation
07.2020 - 10.2022
Bachelor of science - Psychology
Towson University
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