Amanda Bass
Lucama,N.C.
Summary
Experienced with client relationship management and team leadership in service environments. Utilizes problem-solving skills to address client issues and improve service delivery. Track record of building strong client relationships and maintaining high levels of client satisfaction.
Overview
9
9
years of professional experience
Work History
Client Services Lead
IQVIA
06.2021 - Current
- Ensures fulfillment of contract specifications and project requests in order to build and maintain client satisfaction
- Provides forecasts and help maintain adequate cash balances for projects
- Coordinates with cross-functional teams to resolve project issues and mitigate risks.
- Maintains open communication by presenting regular updates on project status to clients and team members
- Assists management with oversight of day to day training and mentoring of new staff
- Communicates directly and liaises with technical departments/programming on changes to projects
- Completed project deliverables within scope and cost
- Identified plans and resources required to meet project goals and objectives.
Loan Closing Review Processor II
State Employee's Credit Union
06.2020 - 06.2021
- Reviewed and validated details of loan applications and closing documentation
- Used coordination and planning skills to achieve results according to schedule
- Proved successful working within tight deadlines and fast-paced atmosphere
- Set up, stored and updated customer files, department records and regulatory paperwork
- Consulted with outside vendors to identify and resolve loan closing issues
- Produced and submitted completed loan packages to title and escrow professionals
Senior Financial Services Representative
State Employees Credit Union
03.2016 - 06.2020
- Handled deposits, withdrawals, issued cashier checks, and perform other transactions in teller terminal
- Assisted with loading/balancing ATM, TCD (teller cash dispenser), rotated vault custodial duties, along with other teller duties
- Informed members about various types of accounts and other financial services
- Assisted with the establishment of new accounts and processed changes
- Answered incoming branch calls
- Used Microsoft Word, Excel, and other software tools to create and manage documents
Education
Bachelor of Science - Exercise Science
East Carolina University
05-2013
Skills
- Relationship building and management
- Cross-functional coordination
- Organization and Time management
- Problem-solving
- Effective problem solving
- Attention to Detail
- Reliability
- Exceptional communication
Timeline
Client Services Lead
IQVIA
06.2021 - Current
Loan Closing Review Processor II
State Employee's Credit Union
06.2020 - 06.2021
Senior Financial Services Representative
State Employees Credit Union
03.2016 - 06.2020
Bachelor of Science - Exercise Science
East Carolina University