Carly Gilbert
Aurora,CO
Summary
Versatile manager with background in coordinating diverse teams and managing complex projects. Skilled in strategic planning, operational improvement, and fostering collaborative environments. Demonstrated ability to enhance efficiency and productivity while maintaining high standards of quality. Successfully implemented innovative solutions that resulted in positive organizational changes.
Overview
19
19
years of professional experience
Work History
Licensed Mortgage Loan Originator
Postema Capital Lending
Defiance, OH
05.2022 - Current
- Collected and provided needed details to applicants throughout the loan application procedure.
- Compiled debt, credit, and income details for eligibility evaluation.
- Conducted thorough analysis of financial records, credit reports and property evaluations for loan determination.
- Acquired and compiled loan applicants' credit histories.
- Developed and maintained relationships with local real estate agents.
- Helped clients fill out loan applications and find ideal loan options.
- Documented every approved, denied, and received loan application meticulously.
- Counseled clients on debt management, budgeting, and other financial matters related to the purchase of a home.
- Ensured compliance with federal and state lending regulations.
- Ensured compliance with federal regulations such as Truth-in-Lending Act, Real Estate Settlement Procedures Act, Equal Credit Opportunity Act and Home Mortgage Disclosure Act.
Supervisor of Customer Service
United States Postal Service
Thornton, CO
06.2014 - Current
- Consistently manage and record updates for changes in addresses, dog warnings, holds, new constructions.
- Protected sensitive data with strict confidentiality practices.
- Enhanced company-wide procedures and policies to improve employee morale and boost customer satisfaction.
- Supervised and trained customer service staff to ensure excellent customer service delivery.
- Assisted in developing training materials for new hires as well as existing employees.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Customer Service Representative
State Bank and Trust Co
10.2012 - 06.2013
- Process customer transactions, monthly audits, monthly reports on excel, assist customer with any issues, answer phones, file reports.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Answered inbound calls, chats and emails to facilitate customer service.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Fifth Third Bank
Bryan, OH
07.2011 - 10.2012
- Process customer transactions, assist customers with problems, file reports, prepare reports, answer phones, monthly audits, audit incoming cash, vault teller, sales.
JC Penney
10.2010 - 07.2011
- Job duties: assist customers, process transactions, answer phones, take online orders, and clean up.
Pet Supplies Plus
10.2009 - 10.2010
- Duties: feed animals, clean up after animals, and assist customers, stock shelves, cash register.
Cameron Florist
05.2006 - 08.2009
- Job duties: prepare reports, payroll, cash register, schedule, train summer help, answer phone, assist customers with needs, heavy computer usage, order supplies, inventory.
Education
Bowling Green State University
Bowling Green, OHSkills
- Financial Data Analysis
- Document Review
- Client Account Management
- Client Support
- Loan Record Maintenance
- Accurate Data Entry
- Attention to Detail
- Effective Verbal and Written Communication
- Engaged Listening
- Microsoft Office
- Detailed Report Preparation
Additional Information
- Skills: , customer service, hard worker, attention to detail, able to work in all conditions, quick learner, detail oriented. Authorized to work in the US for any employer
Timeline
Licensed Mortgage Loan Originator
Postema Capital Lending
05.2022 - Current
Supervisor of Customer Service
United States Postal Service
06.2014 - Current
Customer Service Representative
State Bank and Trust Co
10.2012 - 06.2013
Fifth Third Bank
07.2011 - 10.2012
JC Penney
10.2010 - 07.2011
Pet Supplies Plus
10.2009 - 10.2010
Cameron Florist
05.2006 - 08.2009
Bowling Green State University
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