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 processing systems as received from the client or internal sources Manage incidents using Oracle CRM system Create tools in Excel using V-lookup, iferror, If, index, match functions to enhance the work processes

 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 Packard technical support for replacement parts when failed server parts are provided by team members Monitor server health by using Nagios Monitor to analyze charted data and report findings to the team

 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 transaction Individually monitor and resolve discrepancies of entire portfolio of loans

 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