Loan Service Representative
Firstsource Solutions
Aug 2020 - Apr 2022 (1 year 9 months)
• Executed soft collections and provided comprehensive account management for Freedom Mortgage clients.
• Managed complex financial inquiries, including processing payments, delivering statements, and explaining intricate escrow account details.
• Negotiated and processed end-of-contract deferments, requiring high attention to detail and strong customer relationship management.
• Leveraged B2B sales principles and negotiation skills to manage complex financial diagnostics for mortgage clients, mirroring the B2B discovery process and effectively resolving high-level objections.
• Qualified financial data for loan eligibility and managed client accounts within CRM platforms like Salesforce, demonstrating core competencies transferable to a B2