Customer-focused Real Estate and Financial Services Specialist eager to contribute industry knowledge as well as dynamic communication, relationship building and administrative skills toward supporting employer operations

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Ø  Comprehensive background within the financial services/banking industry in areas ranging from Customer Service Representative to Operations Specialist
Extensive knowledge of real estate industry, including first/second mortgages and home equity financing loan programs as well as industry policies, procedures and standards

Ø  Dynamic customer service skills; excel in defining and addressing client needs, troubleshooting issues and ensuring high satisfaction levels as vital role in sustaining and growing business

Ø  Computer literate, with proficiency in MS Word, Excel and Outlook as well as industry/proprietary software and programs; adept in rapidly learning new technologies

Ø  Skilled in 10-key by touch, word processing and data entry

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Wells Fargo Bank (fka First Interstate) - Chandler, AZ                                                            2004-Present 

Customer Service Representative

  Ensure delivery of superior customer service in efficiently researching and resolving internal and external customer account issues to mitigate financial losses; adeptly use varied banking software programs to boost productivity and consistently achieve critical deadlines

  Adeptly opened cases in CSTAR to scan/attach documents to cases; processed adjustments to close cases, cut cash letters, encoded items, and applied knowledge of accounting toward conducting daily balancing

Operations Specialist

  Applied sharp research skills toward analyzing and resolving balance variances/discrepancies in order to maximize customer experience while concurrently preventing/reducing company losses in compliance with stringent internal/industry policies, procedures and standards; used Hogan System HCIR (customer information system), IDUS (Integrated Deposit System)and LSMU Iloans Menue

 

Operations Processor

  Thoroughly researched fraudulent activities and conferred with customers on disputed transactions for timely resolutions; entrusted with real-time decision making on claims approvals and denials

 

Cota Real Estate Investments - Coolidge, AZ                                                                           2007-2008
Keller Williams Sonoran Living - Phoenix, AZ                                                                           2006-2007
Realtor

  Applied dynamic communication and presentation skills toward effectively educating clients on local real estate market and advising on the sale and purchase of properties to drive revenue growth

  Strategically built market visibility by conducting open houses and serving as onsite representative for new model homes; effectively managed complex contracts and MLS data input

 

Prior: Mortgage Loan Processor, Real Estate Processor, Loan Officer, Foreclosure Administrator

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BS, Business w/minor in Human Resources, Western International University-Phoenix; in progress
Real Estate License,  Arizona School of Real Estate & Business - Scottsdale, AZ; 200
Notary Certification, State of Arizona; 2004-2008
Real Estate Program, Southwest Community College, Los Angeles, CA; 1993-1994
Completed Coursework: Real Estate Principles, Appraisals, Practices and Finance, Escrow Practices, FHA/VA Correspondence Course