David Siri

Solutions-oriented operations and customer experience professional with more than ten years of business experience that includes internal customer service, quality assurance, accounts payable and receivable, and skip tracing. Strong analytical skills produce an exceptional ability to formulate conclusions and solutions supported by research and data. Excellent customer service professionalism, responsiveness and thoroughness. Known as a problem solver with excellence in communication and follow through.  Able to identify opportunities for improved processes and drive efficiency by implementing recommended improvements.

CHARLES SCHWAB, Southlake, TX February 2023 – July 2023

OPERATIONS ADMIN SPECIALIST

As a contractor, operated as internal support for brokers and analysts at a large financial services firm providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services.

• Exhibited a thorough understanding of all business operations to answer representative queries through instant messaging regarding money movement transactions such as checks, wires, money transfers, etc.
• High proficiency at multi-tasking and problem-solving demonstrated through managing up to three chats at a time to resolution.
• Used a thorough understanding of banking, regulatory, audit and compliance policies to process, analyze, and code monetary transactions appropriately.
• Utilized a high level of organization, strong attention to detail and the ability to work under pressure in a fast-paced environment.
• Recognized as a top contractor in the office.

ALLIED SOLUTIONS, Plano, TX March 2017 – December 2022

MORTGAGE SOLUTIONS SPECIALIST 

Managed mortgage outbound calls to other companies, communicating with agents and verifying correct and up-to-date borrower information for a provider of insurance, lending, and marketing products to financial institutions in the country.

• Researched mortgage insurance information including insurance product, hazard coverage, and escrow levels through conversations with agents and available data online.
• Updated client information upon verification of insurance information in relation to all homeowner’s insurance coverage types.
• Effectively and professionally represented mortgage solutions procedures as needed.

CBRE, Plano, TX July 2016 – December 2016

CONTRACTOR: DATA ENTRY/RESEARCH                                

• Supported building management team in maintaining building equipment and inventory to support customer sites.
• Strong teamwork, effectiveness, efficiency and accuracy of support led to multiple extensions of contractor contracts.

REAL TIME RESOLUTIONS, Dallas, TX May 2012 – January 2016

CUSTOMER SOLUTIONS PROFESSIONAL-SKIP TRACING

Investigated and researched activities related to non-compliant mortgage customers. 

• Supported team in providing actionable data to follow up on delinquent accounts and achieve departmental goals.
• Retained as the sole skip tracer upon department dissolution due to company downsizing.
• Produced the highest volume of client information found in company history.
• Recognized for highest accuracy of client information recorded.

COLLECTION SUPPORT-LOAN ONBOARDING                              

Researched loan origination documentation, financial, and collateral data for database.

• Supported Collection Department by locating and providing customer information for follow up.
• Identified and recommended opportunities to improve effectiveness of data and implemented revised procedures.

INTERN, LIEN RELEASE DEPARTMENT                                                  

Assisted in the preparation of discharges, mortgage satisfaction, and deeds of trust.

• Reviewed documents for accuracy, completeness and evaluated against policy.
• Updated information where necessary, prepared and processed final documentation.
• Produced the highest volume of loan documentation per hour as well as highest amount of customer information mined.
• Identified opportunity for improved employee onboarding and authored training curriculum for fast route to productivity.
• Recommended changes and implemented streamlined loan onboarding process.

UNIVERSITY OF NORTH TEXAS, Denton, TX

Bachelor of Arts in Business Administration