Summary
Overview
Work History
Education
Skills
Timeline
Generic

Caroline Granese

Summary

Dynamic leader with a proven track record in customer satisfaction and team leadership, notably at American General Finance. Skilled in resolving customer inquiries and adept in problem-solving, I excel in building relationships and driving revenue growth. Recognized for turning around underperforming sectors by over 98%, showcasing adaptability and effective communication.

Overview

33
33
years of professional experience

Work History

Customer Service Representative

Finance of America Reverse Mortgage
San Diego, CA
04.2022 - 05.2024
  • Responsible for providing customer service support to Finance of America Reverse (FAR) by building relationships with borrowers over the phone to assist in general inquiries, basic product knowledge, and a smooth handoff to the sales department.
  • Delivered outstanding customer experience with a focus on satisfaction and relationship-building.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.

Amazon Delivery Driver

Amazon.com
San Diego, CA
06.2021 - 03.2022
  • Safely drive and operate your delivery vehicle at all times
  • Used a hand held device for routing information, delivery information
  • Load and unload packages to be delivered
  • Lift packages up to 70 lbs

Sales/Business Development

Orion Sailing
Newport Beach, CA
05.2017 - 05.2021
  • Engaged with customers to effectively build rapport and lasting relationships
  • Increased account base by 25 to 200 over 2 years, leveraging networking and referrals
  • Expert in cold calling, negotiating contracts, sales and forming long-term relationships with new and current clients

Caretaker

IHSS
San Diego, CA
09.2019 - 05.2020
  • Assisted patients with dressing, grooming and feeding needs, helping to overcome and adapt to mobility restrictions
  • Monitored progress and documented any patient health status changes, keeping healthcare team updated

Caregiver

Mother Ill
Boston, MA
03.2015 - 04.2017

Outside Sales

CariCord Inc
Irvine, CA
04.2014 - 03.2015
  • Worked to develop network by identifying and pursuing new leads, attending industry events and building rapport with clients
  • Generated revenue by liaising between doctors and companies to sell products
  • Performed cold-calling and follow-ups with leads to secure new revenue

Outside Sales

Green Sails
Miami, FL
11.2012 - 04.2014
  • Demonstrated consistent track record of overachieving sales quotas
  • Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory
  • Contributed to team objectives in fast-paced environment

Outside Sales

P.C. Housing
San Diego, CA
08.2011 - 11.2012
  • Performed cold-calling and follow-ups with leads to secure new revenue
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base

Manager

CitiFinancial
San Clemente, CA
08.2007 - 03.2010
  • An experienced leader with a strong track record of product and service expansion coupled with increasing revenues and customer utilization
  • Completed Internal Training Courses: Retail Sales, Human Resources Management, Management and Supervisory Skills
  • Branch manager responsible for recruitment, hiring, and development of staff including monthly recaps, annual reviews for employees and recommendation of appropriate salary adjustments

Manager

American General Finance
Oceanside, CA
07.1998 - 08.2007
  • Rated greater than 98% on customer satisfaction surveys on dependability, knowledge, trustworthiness, and integrity
  • Recognized by Regional Management as a turn around specialist
  • Onboarded new employees, including training, mentoring and new hire documentation
  • Responsible for promoting over 14 people

Manager

Household Fin
San Diego, CA
12.1997 - 07.1998
  • Introduced higher standards for customer service and increased efficiency by streamlining operations
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty
  • Retained accounts by addressing potential cancellations and offering catered solutions to maintain account status

Manager

Avco Financial Services California
06.1991 - 12.1997
  • Led business development and marketing efforts, which expanded the customer base and introduced products to new markets and clients
  • Recognized as lead performer regionally in new business development
  • Oversee more than 3000 financial accounts

Education

B.A. - Liberal Arts, Elementary Education

St. Michael's College
Winooski, VT
05.1989

Skills

  • Expert in resolving customer inquiries
  • Team building and leadership
  • Adaptability
  • Problem solving
  • Effective Communicator
  • Empathy

Timeline

Customer Service Representative

Finance of America Reverse Mortgage
04.2022 - 05.2024

Amazon Delivery Driver

Amazon.com
06.2021 - 03.2022

Caretaker

IHSS
09.2019 - 05.2020

Sales/Business Development

Orion Sailing
05.2017 - 05.2021

Caregiver

Mother Ill
03.2015 - 04.2017

Outside Sales

CariCord Inc
04.2014 - 03.2015

Outside Sales

Green Sails
11.2012 - 04.2014

Outside Sales

P.C. Housing
08.2011 - 11.2012

Manager

CitiFinancial
08.2007 - 03.2010

Manager

American General Finance
07.1998 - 08.2007

Manager

Household Fin
12.1997 - 07.1998

Manager

Avco Financial Services California
06.1991 - 12.1997

B.A. - Liberal Arts, Elementary Education

St. Michael's College
Caroline Granese