Results-driven financial services professional with six years of banking and loss mitigation experience. Specializes in client relationship management and team collaboration to drive branch growth and elevate customer satisfaction through customized financial solutions. Actively seeks to leverage strong customer service skills to contribute to organizational success.
Overview
11
11
years of professional experience
Work History
Personal Banker
KeyBank National Association
Lakewood
03.2020 - Current
Cross-sold banking products, including credit cards, loans, and investments, contributing to branch growth and customer satisfaction.
Processed loan applications and guided clients through approval steps, ensuring timely access to funds.
Conducted financial reviews to identify opportunities for additional services.
Educated customers on digital banking tools and services, enhancing their banking experience and accessibility.
Maintained accurate customer records, updating account information regularly.
Addressed client concerns promptly to resolve issues effectively.
Built strong rapport with clients, promoting branch loyalty and satisfaction.
Collaborated with team members to enhance overall customer service experiences.
Loss Mitigation Specialist
Northwest Savings Bank
Warren
02.2018 - 02.2020
Developed tailored repayment plans in collaboration with clients to optimize financial solutions.
Developed and executed strategies to increase loss mitigation options for delinquent borrowers.
Coordinated communication between borrowers and bank representatives to streamline mitigation processes.
Conducted outreach campaigns through calls, letters, and emails to delinquent borrowers, providing foreclosure alternatives.
Oversaw documentation and record-keeping for loss mitigation cases, enhancing case management.
Maintained accurate records of loan modification activities, including communications with customers and legal representatives.
Oversaw account portfolio management to balance overall mix of accounts and exposures.
Established debt payment plans based on client credit profiles, income, and assets.
Collector
Pioneer Credit Recovery
Perry
04.2015 - 12.2017
Leveraged collection software to track and manage account statuses, ensuring timely follow-up on delinquent accounts.
Negotiated payment plans tailored to clients' financial situations.
Administered delinquency cycle, overseeing collections, skip tracing, and coordinating litigation processes to resolve accounts.
Conducted skip tracing to locate clients with unresponsive accounts.
Collaborated with team members to refine collection strategies, sharing insights to improve overall success rates.
Handled escalated calls, addressing complex client concerns with professionalism.
Educated clients on rights and responsibilities related to debt repayment.