Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sheena Joson

Union City,CA

Summary

Seeking a position where I can maximize over 11 years in direct customer service and management. Serving in the Mortgage Servicing area for over 3 years. I have been a strong leader on projects, assisting my leaders daily by coaching direct team members and become strongly proficient in Mortgage Servicing desk duties of all kinds.

Overview

12
12
years of professional experience

Work History

Senior Home Loan Servicing Specialist

Patelco Credit Union
Dublin
11.2018 - Current
  • Providing high quality service to credit union members including handling all aspects of home loan servicing- by direct phone calls and email
  • Processing mortgage loan payoffs, review escrow analysis accounts, disburse payments of taxes, insurance, and PMI for escrow accounts
  • LPI, deferred interest, audits, demands
  • Assisting with development of operational procedures
  • Resolved member escalations, received from Supervisor and Manager, that required more in-depth research to find solutions
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Member Solutions Specialist

Patelco Credit Union
Livermore, CA
02.2015 - 11.2018
  • Providing high quality member service to credit union members, opening new memberships and loans, assist members with complex issues, train new and existing team members, conducting daily routine transactions such as deposits and withdrawals on accounts, offer many products and services provided by credit union, cash handling and balancing, ATM balancing and vault teller functions, helping out with operational procedures and audits

Regional Manager

Selix Formal Wear
Hayward
04.2008 - 01.2013
  • Experience in resolving customer complaints and improving service, oversees regional, local sales managers and staff, trains management in their daily jobs including customer standards, originating sales and proactive leadership, responsible for preparing employee’s schedules, money handling, managing weekly reports and store maintenance, participated in events like bridal shows, school trade shows and black tie events

Education

Northwest College
Riverside, CA
04.2008

Skills

  • Problem Solving
  • Time Management
  • Attention to Detail
  • Product Knowledge
  • Strong Communication and Interpersonal Skills
  • Computer Proficiency and Microsoft Office

Timeline

Senior Home Loan Servicing Specialist

Patelco Credit Union
11.2018 - Current

Member Solutions Specialist

Patelco Credit Union
02.2015 - 11.2018

Regional Manager

Selix Formal Wear
04.2008 - 01.2013

Northwest College
Sheena Joson