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Title Customer Service Financial Services
Target Location US-TX-Dallas
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Phone: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLE Professional Summary of Qualifications 20+ years financial services in mortgage underwriting, booking and funding; data analysis of customer accounts and loan processing Experienced in creating business plans with proven business efficiency that utilize a workflow improvement process which include marketing analysis and onboarding staff  Proficient customer support and effective issue resolution,effective written and verbal communication and interpersonal skills Proficient business and analytical skills, result driven performance in through program and process evaluationEmployment History10/ 2023- 02/2024RFTA AnalystCVR ASSOCIATES, Alpharetta, GAResponsible for reviewing housing documents submitted within a specified timeframe; reviewed each document for accuracy and compliance. Required to meet hourly upload; notify tenant and leasing office when files are incomplete and not accepted; each file was uploaded in SharePoint and Yardi Voyager. 07/2023- Current Customer Service RepresentativeIKS HEALTH, Coppell, TXReceive inbound calls from patients to resolve any concerns or issues with billing statements; escalate calls to appropriate departments for specialized care within an expedited time frame; contact customers to resolve balances or past due payments while maintaining and providing excellent customer service and supply management with updates on account status as needed. 10/2016 - 06/2023Business Account LeaderKTR ENTERTAINMENT AND HOSPITALITY, Glenn Heights, TX Established and identified prices of goods and services and tabulate the bills; maintained sanitary and orderly establishment for customer dining; compiled and maintained records for bookkeeping, overseen marketing, developed market strategies, monitored assets, ensured compliance with city codes, networked with local entities, conducted onboarding for new hires, provided exceptional award-winning customer service experiences to customers and local community businesses.02/2012 - 11/2015 UnderwriterBank of America (Disys), Dallas, TXAnalyzed Conventional, FHA, VA, and USDA loans ensuring overall documents are accurate, complete,and compliant by using an automated scoring system. Reviewing financial Statement, Credit Report, application ratios, Debit to Ratios, and also Loan to Value.Due Diligence05/2011 - 01/2012 UNDERWRITER/ LOSS MITIGATIONJPMORGAN CHASE, Dallas, TXResponsible for Reviewing all loan documents, Analyzing, approving various loans FHA/VA and more. Reviewed income, assets, credit reports, itemized GFE, appraisal value. Ensuring documents are accurate and or in compliance to meet due diligence. Education HistoryGeneral High School CurriculumHigh School DiplomaLincoln High School, Dallas, TXNursing2 Years at College or a Technical or Vocational School Grambling State University, Grambling, LAOccupational Licenses, Certificates and Training12/2021 Food Handler ManagersKTR Entertainment and HospitalityHonors & Activities Mortgage Banking Processes  Oral & Written Communications  Financial Analysis  Customer Service Regulatory Compliance  Quality Metrics Review  Loan Audits Proficient in Microsoft office suite of programs (Word, Excel, Access, Outlook, and PowerPoint). DTI Calculations, CRM Process, Core Logic, For 4506T, AUS Process, Income Analysis, FHA/FNMA Audit, SharePoint, Data Warehouse, and various financial servicing systemsDetailed ReferencesReferences Available on Request

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