Experience

SWBC

• United States
• Financial Services
• 700 & Above Employee

• Implementation Specialist

  • Apr 2018 - Present

  Coordinates and oversees new client implementations, conversions and other program changes. Facilitates problem solving resolution and support to the Sales department, Account Managers and current or incoming clients.

• Training Specialist

  • Aug 2014 - Present

• Senior Insurance Processor- Team Lead

  • Jun 2014 - Present

• Insurance Processor

  • Nov 2009 - Present

  *Working with Sure-Track Software to correctly input customer’s insurance information into the software from over 200 lenders throughout the United States*Contacting agents throughout the day if necessary for additional insurance information for collateral such as Auto, Real Estate and Condominium insurance to ensure insurance is sufficient and current*Process all insurance documents that are faxed, emailed, and mailed by separating them into each lenders queue*Input all data from the documents into SWBC's SureTrack system*Interact with borrowers if their insurance is deficient or expired*Handle calls from borrowers, lenders, and insurance agents and document each account after activity is completed Show less



Mid American Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Loan Officer

  • Jun 2007 - Nov 2009

  *Assisted customers via phone regarding loan questions *Evaluated credit scores, debt ratio, employment history, etc. to process loan applications *Processed loan applications *Assisted customers by explaining all loan documents during the closing process or explained any reason for denial as well as what corrective procedures should be taken for future requests *Teller duties *Communicated with car dealerships and other lending institutions for funds transfers, and the DMV for title work on repossessed vehicles Show less



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Customer Service Representative

  • Mar 1997 - Jun 2007

  *Managed inventory by ordering materials to use on installs as well as maintain stock in the warehouse *Installed phone lines and coax lines to support video and high speed internet services *Assisted customers by problem solving wiring and fixing problems to ensure video was at maximum quality *Maintained responsibility for a company vehicle while traveling to residential customer’s homes to perform installation or repair work *Used different intra-company computer systems including Word, Excel, and Outlook. *Managed call volume, maintaining enough operators on duty to answer calls *Assisted associates and customers by handling Supervisor requests *Load balanced schedules to accommodate call volumes *Created and maintained call volume and missing time reports *Assisted residential customers requesting phone numbers locally, across the United States, and internationally. *Assisted customers placing local, long distance, and international calls. *Understood and translated information from engineering prints to the computer- JMOS. *Maintained vacation balances, time sheets, and payroll information for 50+ employees. *Read engineering prints to find special circuit information. Show less