Shannon Aghassi Email & Phone Number

Moorpark, California, United States

United States

Assisted in the everyday operations of the company, answer phones, filing,made shipping and receiving arrangements. Helped with inputting and adjusting inventory in quick-books and book keeping. Helped with taking care of customer orders

• Loan Servicing Pre-Sale & Post-Sale
• Compliant with FHLMC guidelines; by state, attorney specifications, limitations, etc.
• Prepared, requested, and sent supporting documentation for attorneys and educate attorneys on the processes needed to comply with BAC and OCC requirements relating to the Pre-Sale processes.
• Assisted managers on projects such as; auditing work flow, training employees, and I.D./Social Security verification.
• Consistently met production goals for the month and was highly regarded in achieving goals set by management.
• First point of contact for the team until management arrives each day as well as relaying team status and production to management.

• Loan Servicing Pre-Sale & Post-Sale
• Compliant with FHLMC guidelines; by state, attorney specifications, limitations, etc.
• Prepared, requested, and sent supporting documentation for attorneys and educate attorneys on the processes needed to comply with BAC and OCC requirements relating to the Pre-Sale processes.
• Assisted managers on projects such as; auditing work flow, training employees, and I.D./Social Security verification.
• Consistently met production goals for the month and was highly regarded in achieving goals set by management.
• First point of contact for the team until management arrives each day as well as relaying team status and production to management.

• Relationship Management
• Worked with sales agents to better assist our clients during their credit application process.
• Performed daily clerical work within the office such as filing, answering calls, emails, and customer relations.
• Verified credit score history for all credit card applications from our clients.
• Acquired excellent communication and interpersonal skills with the public and coworkers.
• Demonstrated an ability to thrive in a fast paced position, multi-tasking, and providing quality customer service.

• Receptionist/Clerical
• Processed accounts payable, maintained aging files, and performed daily bookkeeping procedures.
• Handled customer relations including; credit management, sales tax, order entries, collections, customer relations, etc.
• Performed guest relations and customer service work in different departments through the facility.
• Managed and coordinated appointments for clients and provided follow-up prior to ensure constant work flow.
• Purchased office supplies for management and consistently took inventory of what was on hand.

• Responsible for supervising 8 employees within our customer service department.
• Conducted hiring and training for all new employees on the policies and procedures of our department.
• Performed data processing skills such as; typing, filing, data entry, and other office related skills.
• Produced consumer satisfaction reports and worked extensively on providing management with spreadsheets.
• Developed strong managerial and organizational skills.
• Managed escalation issues and would remedy the situation in adherence to our company’s policies and procedures.

• Oversaw and supervised 11 employees through sales of health insurances.
• Responsible for producing and updating telemarketing scripts.
• Provided management with daily reports, spreadsheets, etc. to easier conduct our line of business.
• Interfaced with customers directly to establish strong customer relations.
• Trained my team on how to conduct business appropriately and reach their projected sales quotas.