Tammy Summers
Specialty Funding Analyst
McKinney,TX
Summary
Results-oriented Specialty Funding Analyst with a drive for excellence and a focus on delivering a seamless funding experience. Known for meticulous attention to detail and ability to work efficiently without compromising accuracy. Highly skilled in multitasking, prioritizing, and organizing in fast-paced, deadline-driven environments. Goal-oriented with a commitment to achieving first-touch funding and building lasting business relationships through trust and confidence. Extensive network of key industry contacts throughout the greater DFW area.
Overview
9
9
years of professional experience
Work History
Specialty Funding Analyst
CAPITAL ONE
Plano, TX
02.2020 - 01.2024
- Minimized potential risks by carefully reviewing, verifying, and processing the necessary documentation
- Participated in cross-functional work sessions to achieve seamless communication across teams
- Obtained missing or required documents from clients and authorized distributors
- Effectively handled a diverse range of inbound and outbound calls, maintaining a professional demeanor to ensure accurate data collection and risk assessment.
- Minimized escalation by effectively addressing customer and dealer inquiries through problem-solving tactics.
- Assumed responsibility as the Team Circles representative, leading problem-solving efforts and ensuring effective resolution to drive continuous process and policy enhancements.
- Ensured effective communication among teammates by regularly distributing comprehensive notes summarizing crucial discussions held during team meetings and huddles. Topics covered in these notes consist of updates in policies, procedures, quality assurance trends alongside current rankings and quality scores.
Auto Loans Servicing Customer Service Sr. Rep
CAPITAL ONE
Plano, TX
03.2019 - 02.2020
- Delivered excellent service by assessing customer needs and providing effective solutions
- Demonstrated a lively demeanor in handling inbound customer calls, delivering engaging greetings with vitality and attentiveness
- Served customers by simultaneously handling diverse tasks across multiple systems, ensuring prompt resolution of issues and questions.
- Demonstrated a commitment to delivering exceptional service by addressing customers' needs and concerns
- Cultivated personal development to achieve job mastery, surpass performance metrics, and independently stay abreast of evolving technology trends
- Negotiated contracts with vendors to increase efficiency and reduce costs.
- Resolved escalated customer complaints in a timely manner.
- Advised customers on product features and usage techniques to maximize their experience.
- Monitored customer feedback to identify opportunities for improvement.
- Collaborated with cross-functional teams to develop innovative solutions to common problems.
- Maintained up-to-date knowledge of products, services, pricing plans, promotions.
Titles & Total Loss Representative
CAPITAL ONE
Plano, TX
01.2019 - 03.2019
- Oversaw title maintenance transaction processing in the Title Department
- Interacted with various stakeholders such as customers, dealerships, DMVs, and financial institutions through telephone communication.
- Utilized probing techniques to gather necessary details from clients and external sources, employing negotiation tactics to secure essential paperwork
- Established professional contact with Capital One Auto Finance borrowers and effectively conveyed state-specific title requirements to those unfamiliar with such regulations
- Maintained records of daily work volume and tracked productivity metrics using Microsoft Excel.
- Demonstrated exceptional written and verbal communication skills
- Provided timely assistance and support to customer inquiries.
- Delivered exceptional customer service by addressing queries on products and services.
- Facilitated swift payment processing utilizing the Point of Sale system
- Ensured prompt routing of calls to respective departments.
- Provided customer service by answering product and service related questions.
- Consistently met daily performance goals set by management team members.
- Established positive relationships with customers through effective communication techniques.
- Collaborated with colleagues in other departments to ensure that all customer needs were met effectively.
- Assisted co-workers during busy periods or whenever needed in order to provide excellent customer service.
- Ensured compliance with all applicable laws and regulations relating to the retail industry.
- Participated in training sessions designed to improve overall job performance.
- Displayed strong telephone etiquette, effectively handling difficult calls.,
- Utilized broad knowledge to recommend solutions to potential customers.
- Managed client accounts, ensuring satisfaction and retention through regular communication and problem resolution.
- Provided feedback to product development teams based on customer needs and market trends.
- Participated in regular team meetings to discuss performance, strategies, and goals.
- Developed and maintained relationships with key accounts, resulting in increased sales and long-term partnerships.
- Implemented customer retention strategies to minimize turnover and build loyalty.
- Responded to customer inquiries and complaints, providing timely and effective solutions to maintain high service standards.
- Maintained positive working relationship with fellow staff and management.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Assessed company operations for compliance with safety standards.
- Oversaw quality control to identify inconsistencies and malfunctions.
Customer Service Representative
RADNET
Plano, TX
05.2017 - 10.2017
- Answered incoming patient phone calls and billing inquiries within a high volume call center environment in an efficient, friendly, courteous, tactful, calm and helpful manner
- Responded to patient general inquiries, information updates and billing questions while resolving problems and concerns with accuracy and professionalism
- Upon obtaining information to facilitate claim payment, entered necessary insurance data and re-file claims with insurance companies
- Reviewed patient accounts to determine why there is an outstanding balance and effectively explained the details
- Negotiated payment arrangements with patients and processed payments over the phone
Account Manager
UNITED DEBT SERVICES
Frisco, TX
02.2015 - 04.2017
- Reviewed documentation detailing clients' financial histories to assess their current situations from a debt perspective
- Worked to develop customized debt management plans that would allow clients to ultimately put themselves in a position to qualify for other financial services
- Coordinated with creditors to help negotiate lower monthly payment amounts that better fit into clients' budgets
- Represented clients in meetings with banks, credit unions and other financial institutions as they worked to better manage their consumer loans
Account Manager / Outside Sales
VERIZON INFORMATION SERVICES
Irving, TX
Aftermarket Manager
MULTIPLE CAR DEALERSHIPS
Texas
Education
Bachelor of Business Arts - Business Management / Marketing
Texas A&M University
Commerce, TXSkills
- Active Listening
- Risk Management
- Judgment & Decision Making
- Quality Control
- Critical Thinking
- Problem Solving
- Active Learning
- Consultative Sales / Needs Assessment
- Process Management
- Revenue Growth & Margin Protection
- Business Development
- Needs Assessment,
- Client Relationship Development
- Statement Review
- Quality Evaluation
- Due diligenceh
- Risk Mitigation
- Customer Service
- Adaptability
- Time management abilities
- Interpersonal Skillshas
- Data Interpretation
- Problem-Solving
- Interpersonal Communication
- Decision-Making
- Client Advisory
- Problem-solving aptitude
- Deals Execution
- Professional Demeanor
- Team Collaboration
- Teamwork and Collaboration
- Attention to Detail
- Compiling Data
- Business Intelligence
- Adaptability and Flexibility
- Task Prioritization
- Continuous Improvement
- Self Motivation
- Credit analysis
- Word Processing
- Regulatory Compliance
- Multitasking
- Project Management
- Certified Fraud Examiner
- Relationship Building
- Excellent Communication
- Fund Accounting Software
- Professionalism
- Corporate finance
- Organizational Skills
Affiliations
- National Association of Realtors
- Texas Association of Realtors
- Collin County Association of Realtors
- Mckinney Chamber of Commerce
- National Notary Association
Personal Information
Title: Texas Real Estate Agent, Texas Public Notary
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
RemoteHybridImportant To Me
Career advancementWork-life balanceFlexible work hoursHealthcare benefitsWork from home optionPaid time offPersonal development programsQuote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Specialty Funding Analyst
CAPITAL ONE
02.2020 - 01.2024
Auto Loans Servicing Customer Service Sr. Rep
CAPITAL ONE
03.2019 - 02.2020
Titles & Total Loss Representative
CAPITAL ONE
01.2019 - 03.2019
Customer Service Representative
RADNET
05.2017 - 10.2017
Account Manager
UNITED DEBT SERVICES
02.2015 - 04.2017
Account Manager / Outside Sales
VERIZON INFORMATION SERVICES
Aftermarket Manager
MULTIPLE CAR DEALERSHIPS
Bachelor of Business Arts - Business Management / Marketing
Texas A&M University