Ajonnae Square
Richmond
Summary
Compassionate professional with a background in social and human services and directly interfacing with industry customers, known for productivity and efficient task completion. Possess specialized skills in client assessment, case management, and crisis intervention. Excel in communication, empathy, and problem-solving to support individuals and communities effectively.
Overview
9
9
years of professional experience
Work History
Housing Specialist II
Paul Edward’s Management & Consulting
San Francisco
06.2023 - Current
- Managed case files and documentation to ensure compliance with housing regulations.
- Facilitated communication between landlords, tenants, social service providers, government agencies, legal representatives.
- Maintained accurate and confidential client records, including case notes and financial documents.
- Conducted assessments to determine eligibility for rental assistance programs.
- Verified assets and income for applicants.
Client Service Representative
The Entrust Group
Oakland
07.2022 - 06.2023
- Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
- Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
- Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
- Documented customer correspondence in CRM to track requests, problems and solutions.
- Maintained client relationships and listened to needs and pain points to provide strategic internal feedback.
Processing Expert Associate
Better Mortgage
Oakland
09.2020 - 03.2022
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
- Collected and organized loan documents before submission to underwriting.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Developed comprehensive understanding of financial statements, enhancing opportunities to assess risk.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Provided excellent service and attention to customers through phone conversations.
Global Payment Services Associate
Bank of Marin
Novato
06.2020 - 09.2020
- Completed financial wire transfers and payments.
- Verified data when processing incoming and outgoing domestic and international wire transfers to increase accuracy.
- Maintained confidentiality of bank records and client information.
- Demonstrated understanding of and adherence to federal and state regulations for wiring funds to other accounts
- Performed currency transaction reports for foreign currency.
Relationship Banker
Bank of America
Berkeley
03.2019 - 03.2020
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Interacted with prospects to better understand products and services required.
- Identified which company offerings would best meet customer needs and provided additional details about pricing and support
Client Service Representative
Bank of America
Berkeley
11.2016 - 03.2019
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Trained employees on cash drawer operation.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Education
High School Diploma - General Education
El Cerrito High School
El Cerrito, CaliforniaAssociate of Science - Business
Berkeley City College
Berkeley, CaliforniaSkills
- Google Drive
- Google Docs
- PowerPoint
- Microsoft Word
- Microsoft Office
- Banking regulations
- Loan documentation
- Processing Documents
- Loan Application Preparation
- Information verification
- Oral and written communications
- Customer Communication
- Decision Making
- Problem Solving
- Case management
- Active listening
- Housing Choice Voucher expert
- Financial assessment
- Fair housing regulations
Timeline
Housing Specialist II
Paul Edward’s Management & Consulting
06.2023 - Current
Client Service Representative
The Entrust Group
07.2022 - 06.2023
Processing Expert Associate
Better Mortgage
09.2020 - 03.2022
Global Payment Services Associate
Bank of Marin
06.2020 - 09.2020
Relationship Banker
Bank of America
03.2019 - 03.2020
Client Service Representative
Bank of America
11.2016 - 03.2019
High School Diploma - General Education
El Cerrito High School
Associate of Science - Business
Berkeley City College