Benjamin Olsen
Tampa,FL
Summary
Results-driven Client Success Manager successful at enhancing customer loyalty with forward-thinking and attentive strategies. Competent in providing customers with exceptional experiences which drive retention.
Overview
8
8
years of professional experience
Work History
Client Success Manager
Chiro Solutions
tampa, FL
07.2022 - Current
- Build client relationships through proactive communication and progress reviews to ensure satisfaction and retention
- Developed process improvements that enhanced the customer experience across all touchpoints.
Finance Intern
Florida Financial Advisors
Tampa, FL
05.2021 - 08.2021
- Assisted financial analysts in preparing client reports and presentations
- Managed data entry for client financial information using Excel and internal systems
- Reviewed financial documents for accuracy and compliance with company standards
Mortgage Assistant
Cap Com Federal Credit Union
Latham, NY
04.2019 - 08.2020
- Collaborated directly with upper-level management and underwriters to fix application problems and resolve loan issues.
- Assessed customer account histories to determine previous compliance with payment plans and loan terms.
- Created and used pivot tables to analyze production and financial data.
Risk Management Associate
Cap Com Federal Credit Union
Latham, NY
02.2018 - 08.2018
- Implemented financial risk management policies, limits and strategies that complied with standards and strategic imperatives of the organization.
- Produced and filed reports to inform senior management of current activities and progress with investigations.
- Coordinated ongoing efforts to strengthen risk culture and fine-tuned risk appetite for lending and funding activities.
Education
Bachelor of Science - Finance and International Business
The University of Tampa
Tampa, FL05.2022
CFA Level I Candidate -
CFA Institute
Tampa, FL07.2021
Semester At Sea
03.2020
Skills
- Analytical Thinking
- Team collaboration
- Communication
- Critical thinking
- Adaptability
References
References available upon request.
Timeline
Client Success Manager
Chiro Solutions
07.2022 - Current
Finance Intern
Florida Financial Advisors
05.2021 - 08.2021
Mortgage Assistant
Cap Com Federal Credit Union
04.2019 - 08.2020
Risk Management Associate
Cap Com Federal Credit Union
02.2018 - 08.2018
Bachelor of Science - Finance and International Business
The University of Tampa
CFA Level I Candidate -
CFA Institute
Semester At Sea