Anna Joseph
Harbor Springs
Summary
Relationship-focused professional with 10 years of experience managing client and partner relationships, coordinating operations, resolving escalations, and supporting high-volume accounts within fast-paced environments. Skilled in communication, problem-solving, reporting, and cross-functional collaboration, with a strong ability to manage multiple priorities and deliver exceptional customer service. Experienced in coordinating processes, maintaining compliance, handling sensitive issues professionally, and building strong long-term relationships.
Overview
11
11
years of professional experience
Work History
Partner Experience Executive
Rocket Mortgage
Detroit, MI
02.2015 - Current
- Serve as the main point of contact for partner and client inquiries, providing high-level customer service and operational support.
- Manage escalations, resolve complex issues, and coordinate solutions across multiple departments.
- Maintain and organize partner records, documentation, distribution lists, and operational processes.
- Coordinate onboarding and implementation plans while ensuring compliance with company policies and procedures.
- Monitor service performance, analyze trends, and identify opportunities to improve operational efficiency and client experience.
- Prepare reports and track performance metrics using Salesforce and Microsoft Excel.
- Collaborate with internal teams and external stakeholders to support business objectives and maintain strong working relationships.
- Support training initiatives and provide guidance on operational procedures and best practices.
- Handle invoicing coordination, account follow-ups, and administrative support tasks in a fast-paced environment.
- Ensure timely communication and follow-through on client and partner concerns.
Education
Bachelor of Science - Community Development; Emphasis in Health Science
Central Michigan University
Mount Pleasant, MI12-2009
Skills
- Partner & Client Relations
- Customer Service & Conflict Resolution
- Operations Management
- Communication & Interpersonal Skills
- Vendor & Partner Coordination
- Documentation Support
- Scheduling & Organization
- Problem Solving & Escalation Management
- Microsoft Excel & Reporting
- Salesforce CRM & Database Management
- Compliance & Policy Adherence
- Process Improvement
- Administrative Support
- Time Management & Multitasking
- Cross-Functional Collaboration
Timeline
Partner Experience Executive
Rocket Mortgage
02.2015 - Current
Bachelor of Science - Community Development; Emphasis in Health Science
Central Michigan University