Summary
Overview
Work History
Education
Skills
Timeline
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Shirley Green

Shirley Green

Reno,NV

Summary

Seasoned Collections Specialist with a proven track record at Evergreen Bank INC, adept in accounts receivable and staff training. Excelled in enhancing portfolio management and customer satisfaction through effective negotiation and resolution. Demonstrates a strong ability to manage risk and ensure FDCPA compliance, underpinning a commitment to excellence and continuous improvement in financial operations.

Overview

34
34
years of professional experience

Work History

Collections Specialist

Evergreen Bank INC
Reno, CA
09.2023 - Current
  • Remitted payments received from customers promptly while adhering to all applicable laws and regulations governing the collection process.
  • Drafted letters outlining repayment plans; sent correspondence informing customers of their rights under state law regarding collections practices.
  • Reviewed delinquent accounts and contacted customers via phone, email or mail to negotiate repayment terms and payment arrangements.

Mortage Senior Lending Officer

Bank of America
Walnut Creek, CA
05.2018 - 10.2020
  • Reviewed and evaluated loan applications for creditworthiness, utilizing established lending criteria.
  • Developed and maintained relationships with customers to ensure customer satisfaction and loyalty.
  • Negotiated loan terms and conditions in accordance with bank policies and procedures.
  • Ensured compliance with federal regulations related to consumer protection laws such as Truth in Lending Act, Equal Credit Opportunity Act and Fair Credit Reporting Act.
  • Prepared loan documents including promissory notes, security agreements, collateral appraisals., ensuring accuracy of all information entered.

Customer Service Representative

Wells Fargo
Concord, CA
12.2010 - 04.2014
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.

Collections Account Manager Trainer

Exterra Credit Recovery
Walnut Creek, CA
02.2008 - 09.2010
  • Designed and developed training materials for new employees in the organization.
  • Conducted onboarding sessions to orientate new staff members about company policies and procedures.
  • Organized and facilitated classroom workshops, webinars, and one-on-one coaching sessions.
  • Managed a portfolio of delinquent accounts and implemented strategies to reduce delinquency.
  • Negotiated repayment arrangements with customers to ensure timely payments were made.
  • Conducted skip tracing activities to locate customers who had not responded to collections efforts.

Legal Collections Officer

Eskanos & Adler
Concord, CA
10.2003 - 11.2007
  • Negotiated settlements with customers who could not pay the full amount of their debts.
  • Researched legal implications related to debt collection procedures and regulations.
  • Provided support to attorneys handling complex litigation cases involving debt collections matters.
  • Levee bank accounts to collect unpaid debts

Accounting Specialist

Wells Fargo
Walnut Creek, CA
05.1994 - 10.2000
  • Renewed certificate of deposits
  • Reviewed, processed and reconciled accounts payable invoices and payments.
  • Analyzed financial data to ensure accuracy of information and compliance with accounting principles.
  • Performed monthly, quarterly and annual closing activities for assigned areas.
  • Maintained fixed asset system and prepared related journal entries.

Inventory Control Analyst

Defense Logistic Agency
Nuernberg, Germany
12.1990 - 04.1993
  • Maintained security clearance with the Department of Defense Reutilization, Transfer, and Donation site.
  • Performed data entry from paper documents, emails, and other sources into computer systems.
  • Maintained inventory records for transfer and donation of excess material
  • Issued supplies to military Army units
  • Organized and maintained filing systems for confidential documents.
  • Performed quality control checks to ensure accuracy of information entered into database.
  • Maintained records related to the movement, storage, disposal, and usage of hazardous materials.

Education

Certificate - Broker

Anthony Real Estate Schools
Irvine, CA
03-2002

Diploma - Computer Accounting

International Business College
El Paso, TX
06-1995

Certification - Defense Reutilization Nd Marketing

U.S Army Logistics Management College
Fort Lee, VA
02-1993

Some College (No Degree) - Business

Los Medanos College
Pittsburg, CA

Skills

  • Staff training and development
  • Customer service
  • Accounts receivable
  • Accounts payable
  • Records management
  • Cash flow management
  • Debt collections
  • Portfolio management
  • Negotiation and resolution
  • Asset recovery
  • Risk assessment
  • FDCPA compliance
  • Food assembly
  • Cleaning techniques
  • Sanitization procedures
  • Health and safety
  • Supply inventory management

Timeline

Collections Specialist

Evergreen Bank INC
09.2023 - Current

Mortage Senior Lending Officer

Bank of America
05.2018 - 10.2020

Customer Service Representative

Wells Fargo
12.2010 - 04.2014

Collections Account Manager Trainer

Exterra Credit Recovery
02.2008 - 09.2010

Legal Collections Officer

Eskanos & Adler
10.2003 - 11.2007

Accounting Specialist

Wells Fargo
05.1994 - 10.2000

Inventory Control Analyst

Defense Logistic Agency
12.1990 - 04.1993

Certificate - Broker

Anthony Real Estate Schools

Diploma - Computer Accounting

International Business College

Certification - Defense Reutilization Nd Marketing

U.S Army Logistics Management College

Some College (No Degree) - Business

Los Medanos College
Shirley Green