Call Center Clerk

Wade Hefter

Coon Rapids, MN

Cell: 612.247.4592612.247.4592

Skills Summary

  • 16 years of experience in customer service for financial services and call center environments
  • Ability to analyze and comprehend complex financial data and provide financial alternatives
  • Ability to communicate clearly and effectively, both verbally and nonverbally, across a variety of audiences
  • Technical skills include RMS, company-created software programs, and MS Office
  • Efficient time management skills include ability to prioritize, organize, and multi-task



Professional Experience


Helgeson Enterprises/Parago, White Bear Lake, MN

               Customer Service Representative                                                                            January 2012-Present

  • Respond professionally to customer inquiries
  • Identify, research, and resolve customer issues
  • Follow-up on processed claims to ensure completeness
  • Provide exceptional customer service while meeting department expectations for quality


Wells Fargo Bank, Anoka, MN

               Loan Originator                                                                                                           June 2008-March 2010

  • Developed and maintained positive relationships with Realtors and Builders
  • Partnered with financing department to meet the clients’ needs
  • Maintained high levels of confidentiality
  • Completed loan process in adherence to standard procedures
  • Processed underwriting and closing procedures within federal lending regulations


First MN Bank, Champlin, MN

               Lead Loan Originator/Sales Consultant                                                                  July 2006-June 2008

  • Increased sales through cross-selling of financial services
  • Coordinated financing with other departments
  • Drafted and completed client loans while following company guidelines, as well as FHA and HUD guidelines


Money Source Mortgage, Coon Rapids, MN

               Loan Originator                                                                                                           August 1994-June 2006

  • Performed outbound cold-calling to generate leads
  • Enhanced customer experience by thorough communication throughout loan process
  • Managed a heavy pipeline of loans





Hennepin Technical College

September 1993-March 1995

Major: Sales Representative



References Available Upon Request

  • ID#: 88897
  • Location: Minneapolis, MN , 55433

Don't Be Fooled

  • When selling, do not put your home address in your ad.
  • To avoid scams, buy and sell with people you can meet locally, in person.
  • When meeting with someone you don't know, meet in a public place. If that's not possible, have a buddy with you. Also, carry a cell phone; if you feel unsafe, you can call a trusted friend, and stay on the line.
  • Never give out financial or private information like account numbers, PayPal login, or social security number.
  • If an offer sounds too good to be true, it is. Walk away!

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