Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Catherine Ponce

Philadelphia,US

Summary

A results-driven professional with over 7 years of diverse experience in customer service. Known for my exceptional ability to lead, exceed company standards, and enhance customer satisfaction. My extensive expertise in customer-centric roles, often involving handling sensitive information and processing tasks, positions me as a versatile candidate for senior-level positions that require a strategic approach to delivering exceptional service, ensuring data, and maintaining outstanding service.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Personal Banker

Citizens Bank
11.2022 - Current
  • Proactively identify client needs and recommend tailored financial solutions, resulting in a substantial increase in branch revenue
  • Develop and nurture a diverse and loyal portfolio of clients, effectively addressing their financial needs and building lasting relationships
  • Proficiently utilize CRM systems to streamline client interactions and track progress, ensuring efficient and personalized service.

Account Manager

Vision Solar LLC
04.2019 - 11.2022
  • Maintain a monthly 50-100 client portfolio emphasizing special requests
  • Responsible for submitting legal documents and proper permits for each township and state to verify an approved design
  • Identify customer needs, develop sales strategies, negotiate, and close profitable projects with a success rate of 92% to 96% over a two-year period.

Underwriter

Debt Quest USA
04.2014 - 03.2018
  • Managed all phases of the underwriting process and followed up with borrowers, loan processors, and loan originators
  • Examined credit, income, compliance, and title documents, as well as credit histories and appraisals during the underwriting process
  • Achieved 98% average regarding Audit Performance, exceeding the company's overall average.

Education

Accounting and Business Management - Associate of Arts -

Community College of Philadelphia - Main Campus
Philadelphia, PA
06.2024

Skills

  • Customer Relationship Management
  • CRM Systems
  • MS Office Suite
  • Problem Resolution and Escalation Handling
  • Business Administration
  • Legal Compliance and Research
  • Fluent in Spanish

Certification

Westlaw Fundamentals for Paralegals Certification, Philadelphia, PA, 11/2019

Timeline

Personal Banker

Citizens Bank
11.2022 - Current

Account Manager

Vision Solar LLC
04.2019 - 11.2022

Underwriter

Debt Quest USA
04.2014 - 03.2018

Accounting and Business Management - Associate of Arts -

Community College of Philadelphia - Main Campus

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