Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
Supervised daily operations and sales functions to maximize revenue and customer satisfaction.
Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
Maintained client files with sales contracts, records of client interactions, client notes, and other information.
Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
Kept stakeholders up-to-date on details pertaining to client projects.
Streamlined internal processes for better workflow management and improved cross-functional collaboration within the organization.
Drove customer loyalty through proactive problem-solving tactics while addressing any potential issues that may arise during the project lifecycle.
Increased client retention rates by providing exceptional support, feedback, and ongoing relationship management.
Mortgage Loan Officer
HSBC / Beneficial
02.2004 - 04.2009
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Participated in industry events and conferences to build relationships and gain market intelligence.
Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
Organizations
DoM - Founded NYC Chapter No. 106. Served a President (2014-2016) and Treasurer (2016-present).
OES - President of Alpha Chapter No. 1, New York, NY (2014-2015).
UDC - NY Division President (2012-2014) and Treasurer of NY Chapter No. 103 (2010-2012).