Train and help in education of incoming CSRs. Great customers in person and covering the phones. Assist in resolution of customer service issues. Process orders from start to finish. Maintain relationships with customers as well as vendors. High levels of attention to detail. Assist in bookkeeping services: collections, invoicing, and processing payments.

• Process paperwork for new clients efficiently and within protocols.• Obtain pertinent information for new clients through intake interviews.• Answer and screen inquiry calls for potential clients. • Provide high-level confidential and professional support to CEO and others to interact with outside stakeholders and staff via in person, telephone, and email. • Coordinate and maintain calendars for CEO and others on a daily basis. • Performed general office duties such as ordering supplies, maintaining record management systems and performing basic bookkeeping. • Prepare accurate written reports regarding customer outcomes• Schedule, prepare agenda, and take minutes for monthly team meetings. • Establish relationships and collaborate with outside stakeholders across the region as needed• Monitor and review office assistance tasks for completion and accuracy.• Create new client tracking system using Microsoft Excel

*Provide individual Microsoft Office 2010 instruction*Provide instruction on various adaptive technology to include: IPOD, Dragon Naturally Speaking, Smart Pen, and application/use of various Apps*QuickBooks instruction*Personalized preparation and testing strategies for various subjects to include: WA Drivers License and Massage Therapy

*Compiled, verified and typed application information for mortgage loans. *Reviewed residential loan application files to verify that application data was complete and met establishment standards, including type and amount of mortgage, borrower assets, liabilities and length of employment. *Called specified companies to obtain property abstract, survey and appraisal. *Informed supervisor of discrepancies in tittle and credit. *Submitted mortgage loan application files for underwriting purposes and met underwriting requests as needed.

• Organized and assembled documentation of customer profile to be submitted to high-profile banking systems.• Research various banking requirements to determine superior location for submission of loans.• Determine all loan documentation is complete, accurate, and complies with company policies. • Meet crucial deadlines requested by outside stakeholders