Mike Bui Email & Phone Number

Irvine

Irvine, CA

 Provide customer service support to clients by instructing them on correct eligibility requirements and missing documentation Research and resolve billing discrepancies as they arise and create adjustment requests on ledger for finance department to process Review and process enrollment and transactions (adds, changes, terminations) in the company’s.

 Manage the helpdesk by assigning issues to the appropriate individual using the JIRA helpdesk ticketing system  Troubleshoot and diagnose basic computer hardware/software issues for employee workstations Manage the conference rooms by accepting, declining, or suggesting times for requests received from employees using Microsoft Outlook Call Hewlett.

 Originate mortgages for home purchases and refinance Provide superior levels of customer service to borrowers relating to current and future mortgage loans Review and analyze loan transaction packages for preliminary approval or denial in accordance with banking guidelines Assemble all required documentation for processing and underwriting on each.

 Sought new business by calling on potential customers regarding mortgage refinance Gather and analyze customer financial information based on banking guidelines to determine qualification status Schedule appointments with clients for in-house consultation