Customer Assistance Specialist Resume Samples

As a Customer Assistance Specialist, the individual will resolve customer queries, guide product users about the product features and functionalities and recommend appropriate solutions. The following are certain duties and responsibilities listed on the Customer Assistance Specialist Resume – responding to customer’s queries in a timely and accurate manner; identifying customer needs; analyzing and reporting about malfunctioning items; updating internal databases of the company, monitoring complaints received from customers; informing customers about new features and offers; gathering feedback from clients, and assisting junior staffs.

Apart from proven work experience, the following traits are expected to become successful in this role – familiarity with the relevant industry; help desk software expertise; strong understanding of CRM functioning; multitasking abilities; patience while handling tough situations; and superior communication skills. A degree is commonplace among job applicants.

Customer Assistance Specialist Resume example

Customer Assistance Specialist Resume

Objective : Seeking a position that will expand knowledge, experience and opportunities for growth.

Skills : Desktop Publishing, Microsoft Office, Copy Writing And Editing.

Description :

    1. Served and managed approximately 300 loans DUTIES Manage the customer experience throughout the default modification process and afterward, serving as the primary contact for customers and approved third parties.
    2. Served as the primary contact for customers and approved third parties, including but not limited to investors, attorneys, trustees, and courts.
    3. Responded to customer inquiries regarding mortgage defaults and loss mitigation options.
    4. Managed customer requests concerning modifications at all stages of the process by acting as liaison with all necessary parties.
    5. Communicated modification decision as received from underwriting/quality assurance.
    6. Oversaw customer's trial plan adherence and completion.
    7. Constructed individualized repayment programs for customers in financial distress that balanced the debt.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business


Sr. Customer Assistance Specialist Resume

Summary : Accomplished professional with extensive experience in a variety of office environments and fast-paced, deadline-driven working conditions. Learn and adapt quickly to new situations. Recognized for consistently going beyond the requirements of the job to meet organizational objectives. Expert in ensuring customer satisfaction and handling complaints and problems.

Skills : MS Office, Word, Excel, Powerpoint, Outlook.

Description :

    1. Utilized excellent communication, customer service skills, knowledge and experience to assist homeowners in developing government-assisted solutions to prevent foreclosures and financial loss.
    2. Performed financial analysis, delinquency solutions, property sale analysis, loss mitigation, risk analysis, and loan modifications for all investor types to include FHA, VA, USDA, FNMA, FHMLC, private investor and asset loans.
    3. Analyzed senior management reports from SharePoint and Cognos to ensure compliance with federal regulations regarding customer contact, loan review timelines, and loan assignments.
    4. Collaborated with business partners to maintain federal compliance from original application date through final quality control review.
    5. Drafted and monitored action plans regarding customer service satisfaction, training, outreach and event participation.
    6. Exceeded operational objectives pertaining to Service Level Agreement deadlines for investors and government agencies.
    7. Ensured adherence to Dodd-Frank regulatory guidelines.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Public Administration


Jr. Customer Assistance Specialist Resume

Objective : A diversified professional with special expertise in administration and customer service. A very charismatic and dedicated hard worker that communicates effectively and results driven. Additional strengths include time management, active listening and problem solving skills.

Skills : Trained in UX 7.5 , Solidworks, AutoCAD, Can type at 43 WPM.

Description :

    1. Served as the primary contact for customers and approved third parties; including but not limited to investors and attorneys, trustees and courts.
    2. Responded to customer inquiries regarding mortgage defaults and loss mitigation options.
    3. Managed customer requests concerning modifications at all stages of the process by acting as liaison with all necessary parties (e.g., Subject Matter Experts).
    4. Communicated modification decisions as received from Underwriting/QA.
    5. Responded to customer inquiries regarding mortgage defaults and loss mitigation options.
    6. Managed customer requests concerning modifications at all stages of the process by acting as liaison with all necessary parties.
    7. Managed workflow of 65-125 loans through foreclosure process including the timely affirmation to proceed or postpone foreclosure activities.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Customer Assistance Specialist III Resume

Objective : Very personable and approachable person. have a vast experience in the customer service industry but personally feel there is always room to develop skills and learn more. enjoy challenges and finding resolutions, also very goal oriented. equally a team player and can work on own if that's what the business needs require.

Skills : Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Computer , Training, Fast Learner.

Description :

    1. Helped customers over the phone with their mortgages.
    2. Accepted inbound, and made outbound, calls to people who were either in foreclosure, almost in foreclosure or Bankruptcy.
    3. Worked with them by collecting documents necessary to modify their mortgage and be their advocate.
    4. Worked closely with Underwriters to ensure accuracy and to try to get the best possible outcome for the customer.
    5. Received compliments not only my customers but my colleagues, as well.
    6. Received very good customer satisfaction surveys from the customers I worked closely with.
    7. Used The first priority was definitely customer service skills.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Customer Assistance Specialist II Resume

Headline : To secure a position with a company that allows to grow and meet the demands of the business while utilizing strengths and abilities to conquer any task. dependable, goal oriented, punctual team player with a passion for delivering exceptional results.

Skills : Excellent With Computers, Proficient in Microsoft Word, Excel.

Description :

    1. Included serving as primary contact for customers regarding mortgage default and loss mitigation options.
    2. Assisted in risk remediation by remaining in compliance with departmental and auditing guidelines.
    3. Communicated with attorneys on loss mitigation workout options.
    4. Assisted customers with loss mitigation forms.
    5. Determined customer's intensions to keep property and provide alternatives to foreclosure.
    6. Provided financial up date on customer's income and expense whereby customers can make an informed decision on ability to keep property.
    7. Provided customers with questions regarding their bankruptcy and foreclosures.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's

Customer Assistance Specialist I Resume

Objective : Creative self-starter with over 15 years' professional experience in the following environments: Information technology Project management Office administration Banking (Desktop Underwriting, Credit Risk Management) Event planning and management Customer service Marketing, advertising & public relations Career education and development.

Skills : Customer Service, Data Entry, Typing, Time Management.

Description :

    1. Served as the primary contact for customers and approved third parties; including but not limited to investors and attorneys, trustees and courts.
    2. Responded to customer inquiries regarding mortgage defaults and loss mitigation options.
    3. Document calls in database and assign follow up to Health Care Practitioners.
    4. Managed 300 accounts in and out bound calls in Call Center environment.
    5. Met high quotas and adherence standards.
    6. Communicated with customers frequently to collect documents for loan modification decisions.
    7. Processed the documents and made them ready for .
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School

Assistant Customer Assistance Specialist Resume

Headline : Sixteen years management experience; twenty-four years credit/collection; seven years call center experience; exceptional people skills. I am results oriented with a positive track record of promotions.

Skills : Customer Service, Leadership, Call Center Experience, Call Center Management.

Description :

    1. Requested and collected all docs for underwriting to modify delinquent mortgage loan Monitor multiple databases to keep track 300 accounts in pipeline of inventory Set up electronic payments and monitor 3 to 7 payments to lead to successful close of modification.
    2. Acted as Lead for 10 associates.
    3. Handled and resolved all escalated "supervisor request" calls.
    4. Reviewed and analysised issues within company that stalled accounts.
    5. Repaired & resumed completion of modification Resolve problematic areas.
    6. Advised each department of root cause to repair broken "Chase system".
    7. Reviewed & analysised pre-foreclosure accounts for accuracy.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED In General Studies

Associate Customer Assistance Specialist Resume

Objective : Over a decade of outstanding customer service. Creative, motivated and a team player. strengths include willingness to take on new responsibilities, hands-on activities, the ability to prioritize, execute tasks and active listener.

Skills : Strong Verbal Communication, Functional Assessment Rating Scale: F.A.R.S# Community & Workplace C.P.R Certified By Nursing Unlimited, Inc.

Description :

    1. Served as the primary contact for customers and approved third party by acting as a liaison with all parties.
    2. Assisted loss mitigation clients in completing initial trial packages, approved final document and agreement disclosure reviews.
    3. Established a rapport with my client and oversee their trial plan payment agreement.
    4. Assisted customers in executing correctly critical documents for a variety of investors (Private, Asset and Government loans).
    5. Complied with Investor guidelines and prepare a customer's file for Underwriting.
    6. Educated and evaluated alternatives to foreclosures: modification, reinstatement, repayment, short sale and died in lieu.
    7. Gained customer's trust by actively listening to their current financial situation.
    8. Reviewed foreclosure and affirm all criteria's proceeding with foreclosures.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.A. In Psychology

Assistant Customer Assistance Specialist I Resume

Objective : To obtain a career that will enable to utilize strong organizational skills and customer service and to obtain an entry level position with a professional company.

Skills : Microsoft Office, Management, Customer Service.

Description :

    1. Managed 200+ Mortgage Accounts and processed Loan Modification paperwork.
    2. Handled inbound and outbound customer service phone calls.
    3. Delivered prompt, accurate and excellent customer service.
    4. Maintained both the call service levels as well as manage daily management duties.
    5. Reached daily goals for each category with strict guidelines and high customer service standards.
    6. Managed a team of 40+ agents and was responsible for keeping track of their adherence to their schedules, their weekly statistics, and monitored their phones calls for quality and professionalism.
    7. Actived participant in training and team building exercises, contributing to quality and workplace effectiveness.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS

Customer Assistance Specialist Resume

Summary : 5+ years experience in finance. Ability to enhance cross-functional knowledge and understanding of other areas of the business to broaden perspective and improve results and efficiency. Proficient in review, and preparation of financial documents. Enhanced negotiaible, and strategic advisory skills impacting my ability to influence positive results.

Skills : More than 15 years successful experience in customer.

Description :

    1. Responsible for explaining Chase and investor-specific documentation requirements to the customer.
    2. Communicated customer apprised throughout the process by maintaining close communication with internal partners including but not limited to Underwriting, Bankruptcy, Loss Mitigation, Foreclosure, and Service Member Civil Relief Act (SCRA).
    3. Served as the primary contact for customers and approved third parties during the loss mitigation process; including but not limited to investors and attorneys, trustees and courts.
    4. Managed customer requests concerning the loss mitigation process by acting as liaison with all necessary parties .Monitors customer adherence and completion on trial payment plans.
    5. Prepared correspondence to address and resolve customer questions, concerns and complaints of moderate complexity.
    6. Resolved internal/external questions pertaining to customer accounts.
    7. Escalated issues as needed based on established guidelines.
    8. Remained courteous, friendly, concerned, and knowledgeable while providing a detailed explanation of resolution taken.
    9. Provided verbal and written correspondence with organized thoughts, proper sentence construction, punctuation and grammar.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma