Alexandra Mielke
Summary
Client-focused professional with a successful tenure in the finance industry. Possessing comprehensive expertise in delivering exceptional client experiences, adept at managing inquiries, and providing tailored solutions. Demonstrates proficiency in navigating complex financial platforms while ensuring compliance with regulatory standards. A collaborative team player with strong communication skills and a commitment to exceeding client expectations.
Overview
4
4
years of professional experience
Work History
Application Processing Specialist
Equity Residential
2023.12 - Current
- Monitor a daily dashboard to ensure timely processing of applications
- Process all applications accurately and provide exceptional customer service to onsite teams
- Ensure excellent customer experience for all applicants and follow up on needed documentation promptly
- Identify potential fraudulent applicants and find a resolution
- Stay up-to-date on policies, procedures, and changes in laws affecting the application process
Client Service Operations Specialist
Fisher Investments
2022.02 - 2023.12
- Assisted Investment Counselors with client support as well as time management
- Handled financial operational problems, such as issues with statements and transactions
- Scheduled appointments and assisted clients with paperwork
- Facilitated and resolved client service requests
- Interacted with clients in person, over the phone and email
- Provided career-oriented support to new hires
Loan Processor
Loan Depot
2020.11 - 2021.11
- Reviewed conventional, FHA and VA loans for completeness and compliance prior to underwriting hand-off and coordinated effectively with title companies to ensure a smooth closing
- Processed challenging loan applications (e.g. first-time home buyers, self-employed applicants, and borrowers with problematic credit histories)
- Communicated and built professional relationships with internal and external partners and clients
- Evaluated conditions submitted on loans and signed them off where appropriate
Education
Bachelor of Science - Business And Marketing Education
University of Minnesota, Twin Cities
MinneapolisBachelor of Science - International Business
Minnesota State University, Mankato
MankatoSkills
- 9+ years of client facing work experience
- Flexible strategic mindset
- Proven capacity for fostering teamwork and thriving in collaborative settings
- Exceptional proficiency across verbal and written communication, interpersonal relations, presentations, negotiation, and organizational abilities
- Enthusiasm for acquiring knowledge of fresh operational frameworks, cutting-edge technologies, and evolving industry trends
- Proficient in Microsoft Office suite
Accomplishments
-Successfully completed the Sales Bridge Program at Fisher Investments
Timeline
Application Processing Specialist
Equity Residential
2023.12 - Current
Client Service Operations Specialist
Fisher Investments
2022.02 - 2023.12
Loan Processor
Loan Depot
2020.11 - 2021.11
Bachelor of Science - Business And Marketing Education
University of Minnesota, Twin Cities
Bachelor of Science - International Business
Minnesota State University, Mankato
Similar Profiles
Brandon RoblesBrandon Robles
Senior Regional Manager at Equity ResidentialSenior Regional Manager at Equity Residential
Sheylan HinesSheylan Hines
Leasing Consultant at Equity ResidentialLeasing Consultant at Equity Residential
Michael LorettoMichael Loretto
Service Manager at Equity ResidentialService Manager at Equity Residential