April Morgan
Hinesville,GA
Summary
Results-driven customer with a Master’s in Psychology. Proven expertise in quality assurance, outbound calls, and real estate. Recognized for exceeding production goals and driving successful new product launches. Skilled in data analysis, process improvement, and effective communication. Eager to contribute as a Client Service Associate at Moody's Analytics.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Customer Success Associate
OS National Title And Escrow
05.2021 - Current
- Provided exemplary customer service, serving as the primary point of contact for inquiries related to title and escrow services for homebuyers.
- Communicated with clients in a courteous, professional, accurate, and timely manner, ensuring a positive customer experience.
- Identified sales and up-sell opportunities, contributing to revenue growth for the business.
- Collaborated with cross-functional teams, including Sales, Product Management, and other departments, fostering excellent working relationships.
Junior Underwriter
Amerisave Mortgage
06.2020 - 04.2021
- Validated loan documents, ensuring precision in handling credit reports, applications, title policies, appraisals, and financial statements.
- Organized and prioritized tasks to streamline the loan underwriting process, meeting tight deadlines and facilitating smooth submission to the underwriting team.
- Collaborated with the underwriting team, utilizing credit analysis expertise to assess repayment probability and make sound decisions in compliance with guidelines.
- Promoted to Junior Underwriter within 90 days, showcasing adaptability and commitment to excellence in the mortgage industry.
Property Manager
Fairway Management
01.2015 - 03.2018
- Spearheaded the development of annual operating budgets, sales marketing plans, and forecasts, providing a strategic roadmap for business growth, showcasing strategic planning and business operations skills.
- Implemented and monitored successful lease renewal programs, consistently achieving excellent occupancy rates of 97-100%.
- Applied sales and negotiation skills to secure lease renewals and maintain high occupancy levels, contributing to business profitability.
- Conducted tenancy applicant screening, including background investigations, credit report analysis, and rental history evaluation.
- Leveraged sales-oriented communication to attract and secure qualified tenants, aligning with client service and sales objectives.
Leasing Specialist
Balfour Beatty Communities
08.2006 - 12.2014
- Directed a seamless move-in process for military families, ensuring a smooth transition into the community.
- Applied strong interpersonal and customer service skills to create a positive experience for tenants.
- Diligently screened and approved qualified applicants in compliance with company policy, Fair Housing regulations, and local laws.
- Applied sales-oriented communication to attract and secure qualified tenants, contributing to high occupancy rates.
- Actively participated in the resident energy conservation program, providing assistance on utility bills and conducting energy audits.
Education
Bachelor of Arts - Psychology
Ashford University
San Diego, CAMaster of Science - Psychology
Grand Canyon University
Phoenix, AZSkills
- Exceptional communication skills to interact with clients courteously, professionally, accurately, and in a timely manner
- Identify sales and up-sell opportunities for the business, demonstrating a sales-oriented mindset
- Develop excellent working relationships with colleagues across Customer Service, Sales, Product Management, and the broader organization
- Effectively answer client questions, resolve issues, and complete specific client requests
- Collaborate effectively with colleagues in different departments, showcasing cross-functional teamwork
- Strong analytical skills for data collection, analysis, and extraction of vital information
- Support new product launches and new business initiatives, including training and feedback to the business
- Knowledge of escrow processes and the ability to analyze and extract vital information aligning with credit risk solutions
- Proficient in using CRM tools to manage customer interactions, identify sales opportunities, and track customer feedback
Certification
- Salesforce Administrator-Credential ID 3920389
Timeline
Customer Success Associate
OS National Title And Escrow
05.2021 - Current
Junior Underwriter
Amerisave Mortgage
06.2020 - 04.2021
Property Manager
Fairway Management
01.2015 - 03.2018
Leasing Specialist
Balfour Beatty Communities
08.2006 - 12.2014
Bachelor of Arts - Psychology
Ashford University
Master of Science - Psychology
Grand Canyon University
- Salesforce Administrator-Credential ID 3920389
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