Summer O' Neil
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Realtor
EXP Realty Of California
07.2022 - Current
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Completed property walkthroughs before completing deals to uphold accuracy in listings and appraisals.
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
Jr Processor
CSMC Mortgage
12.2019 - 06.2022
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Handled any conditions sent from underwriting departments.
- Developed and maintained relationships with loan officers to establish smooth loan process.
- Processed loans within various departments to achieve timely, accurate, and fair proceedings.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Reviewed and validated details of loan applications and closing documentation.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
- Worked well in a team setting, providing support and guidance.
Claims Representative
SAGE Publishing
10.2017 - 11.2019
- Analyzed and addressed escalated return claims to resolve issues quickly.
- Worked productively in fast-moving work environment to process large volumes of claims.
- Researched and analyzed complex return claims to determine next steps and possible outcomes.
- Updated return claims system to track claim status and provide relevant information to other departments.
- Developed in-depth understanding of procedures to give accurate recommendations to suit clients' needs.
- Followed up with customers on unresolved issues.
- Collaborated with internal departments and external vendors to achieve fast resolution of claims.
- Developed and implemented strategies to improve claim processes.
Marketing Director
So Cal Pool Solutions
06.2015 - 10.2017
- Built strong relationships with industry professionals.
- Created content and promotional materials to drive engagement and conversions.
- Deployed well-coordinated campaigns, events and public relations strategies to promote brand.
- Planned and executed marketing programs to increase qualified leads.
- Created and managed marketing budget, ensuring maximized ROI.
- Continually maintained and improved company's reputation and positive image in markets served.
Sr. Loan Officer
LOGIX
09.2007 - 06.2015
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Developed and maintained relationships with local real estate agents as well as personal client portfolio.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Advised clients on mortgage, auto, personal loans and credit cards.
- Collaborated with other departments to promptly process loan applications.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Proactively identified solutions for customers experiencing credit issues.
Education
Real Estate License - Real Estate
First Tuesday
On Line10.2022
Skills
- Sales Development
- Client Relations
- Loan Processing
- Financial Resource Management
- Proactive and Focused
- Customer Service
- Adaptable to Market Fluctuations
- Quality Assurance
- Attention to Detail
- Relationship Building and Management
- Staff Management
- Critical Thinking
Timeline
Realtor
EXP Realty Of California
07.2022 - Current
Jr Processor
CSMC Mortgage
12.2019 - 06.2022
Claims Representative
SAGE Publishing
10.2017 - 11.2019
Marketing Director
So Cal Pool Solutions
06.2015 - 10.2017
Sr. Loan Officer
LOGIX
09.2007 - 06.2015
Real Estate License - Real Estate
First Tuesday
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