Carlie Shockey
@carlieshockey
I am a customer service and loan administration professional driving compliance and efficient loan processing.
United StatesWhat I'm looking for
I am a customer service and loan administration professional with over 6 years' experience in high-volume call centers and financial services. I specialize in resolving customer concerns, processing loans, and maintaining compliance with company and regulatory standards.
At Cohen Financial Services I managed commercial loan draw disbursement requests, ensuring timely, accurate processing while maintaining organized records for compliance. Previously I reviewed loan applications, verified customer information, and supported sales and underwriting efforts to expedite approvals.
I consistently meet performance goals by streamlining processes, improving customer satisfaction, and bringing a professional, empathetic approach to client interactions.
Experience
Work history, roles, and key accomplishments
Loan Specialist / Asset Administration
Cohen Financial Services
Jan 2020 - Jan 2024 (4 years)
Managed commercial loan draw disbursement requests, ensuring timely and accurate processing while maintaining compliance with internal and regulatory standards.
Loan Processor / Sales Support
Upper Lake Processing Services
Jan 2018 - Jan 2020 (2 years)
Reviewed loan applications for accuracy and completeness, processed inbound and outbound calls to expedite approvals, and verified customer information to meet underwriting standards.
Customer Service Representative
Convergys
Jan 2017 - Jan 2018 (1 year)
Assisted customers with account inquiries, payment processing, and package upgrades while consistently meeting daily call resolution and sales goals.
Customer Service Specialist
USA800
Jan 2014 - Jan 2017 (3 years)
Resolved customer issues and provided technical support, educated customers on warranties and service packages, and consistently exceeded sales and satisfaction targets.
Education
Degrees, certifications, and relevant coursework
Ruskin High School
Attended Ruskin High School in Kansas City; dates and completion status not provided.
Rockhurst University
Attended Rockhurst University in Kansas City; degree and attendance dates not provided.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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