
Customer-focused professional with 7+ years of experience across financial services, mortgage lending, media, and B2B account management. Proven ability to manage high-volume customer interactions, resolve complex issues, and translate customer needs into effective solutions while maintaining high satisfaction and retention. Adept at cross-functional collaboration, CRM systems, compliance-driven environments, and delivering consistent results in fast-paced, remote and hybrid settings. Brings a strong blend of customer advocacy, operational discipline, and relationship management suited for healthcare and service-oriented organizations.
• Served as primary point of contact for a portfolio of 40–50 active customers while managing 300–400 outbound and inbound calls daily
• Consistently exceeded KPIs by closing 15 loans per day against a goal of 10
• Maintained an exceptional customer satisfaction score of 4.97/5 through consultative guidance and timely follow-up
• Educated customers on mortgage products, pricing options, and loan terms while ensuring compliance with regulatory standards
• Coordinated closely with real estate agents, underwriting, and operations teams to ensure seamless loan processing and closing
• Nominated for Q3 Sales Award; ranked among top performers for call volume, conversion, and customer reviews
• Supported 50–75 customers per day via phone, email, and chat, addressing mortgage pre-application questions and guiding borrowers through next steps
• Managed outbound lead generation through Credit Karma and LendingTree, contributing to major deal closures
• Maintained and updated sales pipeline within Salesforce while collaborating with product, operations, and marketing teams
• Consistently exceeded monthly performance metrics including call pickup rate, QA scores, and file effectiveness
• Supported 12 Account Executives across three television stations with advertising sales operations and client support
• Assisted with campaign execution, billing, invoicing, and performance reporting for local and national advertisers
• Built strong client relationships through phone, email, and in-person communication
• Conducted competitive spending analysis and campaign reporting using Kantar, Matrix, and WideOrbit
• Collaborated with production teams to ensure accurate and timely commercial delivery
• Handled 125+ customer interactions daily, resolving claims, order issues, and account inquiries for major U.S. and Canadian clients
• Managed Essendant account ordering and contributed to revenue growth
• Promoted to Team Lead within one year due to outstanding performance and leadership
• Improved turnaround time and reduced call abandonment while exceeding all service metrics
• Partnered with internal teams to deliver consistent, high-quality customer outcomes
• Drafted and reviewed customer correspondence in compliance with regulatory and style guidelines
• Partnered with Compliance and Business stakeholders on annual content reviews
• Monitored vendor performance and resolved production issues
• Supported internal teams with documentation accuracy and process improvements