Summary
Overview
Work History
Education
Languages
Timeline
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Ursula Ramos

Katy,TX

Summary

Self motivated, maximizes productivity and optimizes customer and employee satisfaction. Expert in customer relationship management and training mortgage personnel.

Overview

11
11
years of professional experience

Work History

Loss Management

BECU
Seattle, WA
08.2023 - Current
  • Encouraged customers to pay due amounts on credit accounts, claims or overdrawn checks.
  • Notified credit departments and turned over records to attorneys when customers failed to respond to collection attempts.
  • Contacted customers with delinquent accounts to solicit payment.
  • Arranged debt repayment or established schedules for repayment based on customer's financial situation.
  • Utilized software programs for efficient account management and tracking progress.
  • Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
  • Spoke with customers to learn reasons for overdue payments and to review terms of credit contract.

Support Leader

TouchPoint Strategies
Houston, TX
01.2023 - 07.2023
  • Supervised and directed workers engaged in installation of data communication equipment and software.
  • Developed training materials and procedures or trained users in proper use of hardware or software.
  • Provided on-site support for hardware and network installations.
  • Developed user guides and training materials for software usage.
  • Evaluated new tools to improve efficiency within the support process.
  • Implemented updates, patches, and security fixes as needed.

Account Manager

Sutherland Mortgage Services
Houston, TX
11.2012 - 10.2022
  • Engaged casual shoppers to provide information about featured products and recommend merchandise, driving sales opportunities.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Used hedging to mitigate financial risks related to interest rates on company's borrowings.
  • Communicated with stockholders or other investors to provide information or raise capital.
  • Managed budgeting, forecasting, and cash flow processes for organization.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Developed invoicing systems and internal controls to boost billing efficiencies.
  • Prepared monthly, quarterly, and annual financial reports for management.
  • Trained staff in finance-related policies, procedures, and best practices.
  • Streamlined financial systems through automation and technology solutions.
  • Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.

Education

Accounting

University of Phoenix
Albuquerque, NM

Languages

Spanish
Professional
English
Professional

Timeline

Loss Management

BECU
08.2023 - Current

Support Leader

TouchPoint Strategies
01.2023 - 07.2023

Account Manager

Sutherland Mortgage Services
11.2012 - 10.2022

Accounting

University of Phoenix

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Ursula Ramos