Brooke Carlisle
Grapevine,TX
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
8
8
years of professional experience
Work History
Mortgage Loan Officer
CMG Financial
07.2023 - Current
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Negotiated favorable terms on behalf of clients, ensuring their long-term financial success with their mortgage loans.
- Participated in industry events and conferences to build relationships and gain market intelligence.
Lead Bartender
Moxies Bar & Grill
08.2020 - 07.2023
- Demonstrated leadership of a high-volume hospitality team while engaging customers in a professional, enthusiastic manner
- Provided exceptional service by focusing direct attention on individual customers while maintaining general oversight of service area
- Facilitated training of new hires and new store openings
- Responsible for nightly inventory management
- Maintained a spotless, fully stocked bar and kept it organized and supplied with bar essentials, garnishes and liquor
- Resolved customer complaints promptly and professionally, preserving positive relationships between the business and its clientele.
Insurance Coordinator
Bedford Associates in Oral & Maxillofacial Surgery
05.2017 - 06.2020
- Handled all incoming calls and ensured accurate scheduling of medical appointments
- Collected and maintained patient health, demographic, insurance, and financial information
- Ensured efficient operation of all office equipment and arranged for maintenance
- Adapted to changing needs and created all required medical office forms
- Drafted and monitored responses from required health care professionals
- Collected funds allocated for patient co-payments
- Managed a high volume of inbound calls, promptly resolving issues while providing accurate information on policies and procedures.
Administrative Assistant
Emerald Residential Property Management
02.2016 - 05.2017
- Review time sensitive reports and documents
- Set up and maintain accurate files and records for all properties
- Provide vendor/contractor communications concerning scheduling, billing, and vendor relations
- Ensure current resident files are properly maintained
- Posting invoices daily, reviewing monthly statements, and entering outstanding invoices
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Education
Mortgage Loan Officer -
Champions School of Real Estate
Fort Worth, TX10.2023
Real Estate Sales Agent License -
Champions School of Real Estate
Fort Worth, TX10.2019
Associate of Arts -
Tarrant County College
Hurst, TX05.2018
Skills
- Tech-savvy and well versed in multiple management systems
- Proficient in all aspects of general office maintenance
- Character
- Ability to work under pressure in a fast-paced environment and manage multiple tasks
- Demonstrated ability working independently and meeting goals without supervision
- Exceptional organizational and time management skills
- Extensive history in customer service
- Goal-Oriented
- Residential mortgage lending regulations
- Relationship selling
- Extensive history in customer service
Timeline
Mortgage Loan Officer
CMG Financial
07.2023 - Current
Lead Bartender
Moxies Bar & Grill
08.2020 - 07.2023
Insurance Coordinator
Bedford Associates in Oral & Maxillofacial Surgery
05.2017 - 06.2020
Administrative Assistant
Emerald Residential Property Management
02.2016 - 05.2017
Mortgage Loan Officer -
Champions School of Real Estate
Real Estate Sales Agent License -
Champions School of Real Estate
Associate of Arts -
Tarrant County College