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Financial Representative
2006 - Fidelity Investments - Jacksonville, FL
Provided superior customer service in a fast paced, team environment while focus
ing on enhancing relationships and building customer loyalty while educating the
customers regarding account features, balances, transactions and distribution i
nformation. Also provided market quotes, and news when asked.
Sales Retention Consultant
10/2004 - 1/2006 America Online - Jacksonville, FL
Receive and manage inbound calls from current members for cancellations. Maintai
n quality control and utilize appropriate sales techniques to retain members giv
ing targeted value of products and services. Record data, notations, via on-line
system while communicating with customers.
File Review Analysis (Senior Funder)
12/2002 - 3/2004 JPMorgan Chase - Jacksonville, FL
Review and processed mortgage loans to be funded. Maintained each customers file
throughout total process while documenting pertinent information in the databas
e system. Performed follow-up with correspondents for any missing or incorrect d
ocuments by directly faxing information via on-line system. Handled and familia
r with loan documents such as appraisals, titles, final 1003, truth in lending,
HUD-1, DU, LP, credit reports, flood and hazard insurances, tax and verification
of employment forms, for FHA, VA and conventional loans.
Office Administrator
7/2002 - 12/2002 Neighborhood Assistance Corporation of America (NACA) Jacksonv
ille, FL
Provide administrative support and scheduled appointments for prospective home b
uyers for their consultation sessions. I had to answer the telephones, create fi
les, run credit reports, and also assisted the counselors complete the loan proc
ess by insuring and verifying that all documents were receive to close on member
's home purchases. Organized and participated with the Home buyer's Workshops.
Consumer Banker
10/1998 - 6/2002 Bank of America - Jacksonville, FL
Utilized state-of-the-art communications technology to deliver superior service
while conducting needs based selling of bank products to new and existing custom
ers over the telephone in a call center environment. Serviced and set up credit
cards, checking accounts, saving accounts, CD, credit lines, and installment loa
ns. Consult customers about products and services that the bank offered. Also re
versed fees, placed stop payments, advised customers if wire transfers were rece
ived or executed. Also able to handle difficult customers inquiry and questions
without any hesitation.
Education:
09/1979 - 09/1982 United States Army - Material Supply Specialist
03/1982 - Communications Diploma - Germany
10/1985 - 9/1986 Computer Processing Institute, Bridgeport, CT
Diploma 3.25 GPA - Computer Operations & Administration
11/1988 - Internal Revenue Service - Atlanta, GA
03/1990 - 03/1991 United States Census Bureau.
Skills:
MSP, WPII, CITRIX, Fidelity, ValuNet, Internet Explorer, Microsoft /Outlook, wo
rd, access, excel, NPLOS, CAPS, IBCC, CTS, LPS, BPO express, iVault, Lender Live
, Optimum,
Merlin, Seibel, Lotus Notes, dbase I & II, Lynx, JIBA, Oscar, PowerPoint