Tumya Torrence
Phoenix
Summary
Resourceful Account Resolution Specialist known for high productivity and efficient task completion. Possess specialized skills in debt recovery strategies, negotiation techniques, and financial analysis. Excel in communication, problem-solving, and time management to achieve resolution objectives while maintaining positive customer relations. Committed to delivering results that benefit both company and clients through strategic approach and teamwork.
Overview
12
12
years of professional experience
Work History
Account Specialist
Department of Economic Security
Phoenix
12.2024 - Current
- Managed dispute resolution process, ensuring issues were addressed promptly and to the client's satisfaction.
- Created detailed spreadsheets outlining the status of each account's receivables and payables.
- Processed Travel Claims
- Worked with HR to process Travelers reimbursement
- Your TCIS and HRIS to process claims
- Worked with different departments in DES to make sure everything was accurate
Financial Processing Associate
Vanguard
01.2021 - Current
- Company Overview: Financial Processing Associate – Remote
- Review/Process Retirement/investment applications
- Upload checks
- Add Money to accounts
- Use CRAVE to process clients/business applications
- Trained new hire classes
- Look over Trust and Bank statements documents.
- Transfer Asset from one firm to another firm.
- Answer questions for clients on Hotline Chat
- Accept or decline out going transfers.
- Look into clients Account and make sure money is moving correctly.
- Do Research cases to figure out why clients account still open after transfer went out.
- Used BETA/VAST systems.
- Used DCC website.
- Sent Gifts and Mutual fund gift to one contra firm to another.
- Financial Processing Associate – Remote
Housing Specialist
GuideHouse
06.2021 - 12.2022
- Company Overview: Remote Housing Specialist
- NYC Rent assistance
- Collecting income/calculating income
- Looking over documents
- Requesting documents from tent/landlord
- Checking identification through GIACT portal
- Looking over income, arrears, subsidy
- Remote Housing Specialist
Policy Production Team
CSAA
07.2021 - 12.2021
- Company Overview: Production Process Specialist - Remote
- Serving policies
- Sending requested documents
- Mileage recalculation using Excel
- Production Process Specialist - Remote
Loan Support Specialist
Smartzbiz Loans
12.2020 - 06.2021
- Company Overview: Remote
- PPP Loan project
- Assisting clients with their loans
- Answer any questions via emails
- Salesforce
- Using feedback from clients and putting them in different columns/sections
- Remote
Mortgage Loan Processor/HR
Inline Lending
Scottsdale
08.2019 - 10.2020
- Company Overview: Scottsdale, AZ
- Responsible for processing loans from set-up to closing by verifying, compiling, and entering borrower information into loan processing systems Point
- Managed a pipeline of 60-80 and closed 35-40 loans
- Verify and analyze loan documentation including income, credit, appraisal, and title
- Experience working with VA/FHA/Conventional/Wholesale/Purchases/Heloc
- Tracking loans using Excel from start to finish
- Scottsdale, AZ
Mortgage Loan Processor
JFQ LENDING
Scottsdale
04.2018 - 08.2019
- Company Overview: Scottsdale, AZ
- Responsible for processing loans from set-up to closing by verifying, compiling, and entering borrower information into loan processing systems Encompass
- Managed a pipeline of 60-80 and closed 35-40 loans
- Verify and analyze loan documentation including income, credit, appraisal, and title
- Experience working with VA/FHA/Conventional/Wholesale/Purchases/Heloc
- Using Excel to track application from start to finish
- Scottsdale, AZ
Collections Officer
Kelly Services
Phoenix
12.2017 - 04.2018
- Company Overview: Phoenix, AZ
- Called clients about their debts
- Took payments
- Phoenix, AZ
Customer Service Representative
Best Western
Phoenix
11.2015 - 01.2017
- Company Overview: Phoenix, AZ
- Booked rooms
- Gave out Rewards
- Told clients about our promotions
- Phoenix, AZ
Receptionist/Assistant
Diversity Hair Salon
Phoenix
06.2013 - 06.2015
- Company Overview: Phoenix, AZ
- Answered Calls
- Helped Customers
- Phoenix, AZ
Education
Bachelor of Science - Computer Science
Phoenix University
Phoenix, AZ01-2026
High school or equivalent -
Cesar Chavez
Phoenix, AZ05.2015
Skills
- Customer service
- Problem solving
- Effective communication
- Database management
- Data analysis
- Microsoft Excel
- Project management
- Consultative selling
- Networking skills
- Processing payments
- Documentation skill
- Attendance oversight
- Team leadership
- Opening and closing procedures
- Interpersonal skills
- Product demonstration
- Sales cycle management
- Reporting skill
- Sales techniques
- Billing resolutions
Timeline
Account Specialist
Department of Economic Security
12.2024 - Current
Policy Production Team
CSAA
07.2021 - 12.2021
Housing Specialist
GuideHouse
06.2021 - 12.2022
Financial Processing Associate
Vanguard
01.2021 - Current
Loan Support Specialist
Smartzbiz Loans
12.2020 - 06.2021
Mortgage Loan Processor/HR
Inline Lending
08.2019 - 10.2020
Mortgage Loan Processor
JFQ LENDING
04.2018 - 08.2019
Collections Officer
Kelly Services
12.2017 - 04.2018
Customer Service Representative
Best Western
11.2015 - 01.2017
Receptionist/Assistant
Diversity Hair Salon
06.2013 - 06.2015
Bachelor of Science - Computer Science
Phoenix University
High school or equivalent -
Cesar Chavez
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