Talented business and customer relations professional with self-directed nature and analytical problem-solving abilities. Excellent project management, communication and planning expertise. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialized in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Work History
REALTOR
Keller Williams Pacific Estates
01.2021 - 03.2023
Conduct open houses to help market for-sale on high traffic properties
Stay up-to-date on market trends and property values to best assist clients
Develop positive and trusting relationships with customers by addressing individual needs
Negotiate final price and draft sales contracts
Scheduled walkthroughs of prospective properties and guide clients through each home's features and value
Generating leads through networking and existing databases
Contributing to successful conversions using phone calls, appointments and other means of follow-up with potential clients
Engaging with lenders, escrow companies and appraisers.
Client Services Manager
Urban Elements Design
01.2020 - 01.2023
Urban Element Design manufactures custom, hand-made wood furniture for high-end luxury retail stores throughout the US as well as design for high profile clients
Provided project management for interior designer from conception through completion including scheduling, estimating costs, coordinating with vendors/suppliers, etc
Constantly focused on client relationship building, apply feedback, help keep the project on track, and work to address any issues that arise during the project life cycle
Interface with clients frequently throughout the process to ensure they are involved at key decision points and understand their role in achieving desired outcomes
Managed the budget and timeline for all projects, ensuring that designs were completed on time and within budget
Helped facilitate client meetings to discuss design concepts, materials, finishes and layout options before moving forward with a project
Collaborated with architects, contractors and vendors to ensure interior design specifications were met throughout each project
Guaranteed Customer Satisfaction.
Senior Vice President, Operations/Customer Service
Gateway One Lending & Finance/TCF
01.2016 - 01.2020
Oversight of six operational groups (Loan Servicing Support, Titles, Records Management, Payment Processing, Training, and Quality Assurance) and three customer service/collection contact centers (Anaheim CA, Tampa FL, and Manila PH) totaling 250+ FTE’s for a portfolio of over 400k accounts and $5.9B of indirect auto finance receivables
Worked with decision makers of functional groups that sponsor, formulate, direct, develop and implement several key servicing initiatives and enhancements
Assessed and mitigated risks related to business processes and practices, both independently and in conjunction with Compliance/Legal
Implemented changes that improved business processes and best practices to ensure effectiveness and efficiency of business processes and regulatory compliance
Led logistics, compliance, and training for Philippines branch opening.
Vice President, Operations/Customer Service
Gateway One Lending & Finance/TCF
01.2014 - 01.2016
Interviewed, hired, and provided progressive discipline as required to three operational groups in addition to a team of 100 contact center representatives in two locations responding to approximately 200 phone calls, instant messages, and email inquiries each day
Manage day to day logistics, productivity, and employee performance
Routinely designed, executed, and evaluated impact of efficiency projects
Cross functional collaboration with IT, Finance, and Human Resources to develop and
Implement technical design, workforce, and professional development improvements
Created training sessions and communications to alert users to software changes to review changes and ensure smooth transition and adoption
Collaborated with leadership to assess gaps in learning, talent, and service to create and implement changes to technology, policy, and/or procedures.
Manager, Operations/Customer Service
Gateway One Lending & Finance/TCF
01.2010 - 01.2014
Managed the day to day operations of the 50+ contact center employees including 4 supervisors and 2 team leads in addition to an administrative team consisting of 1 supervisor and 12 employees
Defined and documented desktop procedures, and departmental training
Served as Five 9 (Dialer System) subject-matter expert for all of Loan Servicing and continually drove dialer efficiencies
Revamped supervisor incentive program improving department productivity and revenue collected by
Improved first call resolution by 9% through developing and deploying training
Developed and facilitated new hire orientation, training curriculums, and 30, 60, and 90-day goals and evaluations
Provided technical assistance, ongoing training, and professional development opportunities by evaluating metrics and providing feedback to individuals monthly.
Education
High School Diploma -
Green Valley High School
Henderson, NV
No Degree - Hospitality Administration And Management
University of Nevada - Las Vegas
Las Vegas, NV
Skills
Client Needs Assessment
High Customer Service Standards Adherence
Critical Thinking
Scheduling and Coordinating
Client Relations
Complex Problem-Solving
Interdepartmental Collaboration
Conflict Resolution Techniques
Affiliations
Workshops: Insider Trading, Fair Lending, Code of Conduct, Information Practices Protection, Anti-Money
Laundering, Unfair Deceptive Acts, Sexual Harassment, FDCPA, SCRA. Trained to administer a Behavioral
Interview. Certified trainer of the CBS collection call model.
Timeline
REALTOR
Keller Williams Pacific Estates
01.2021 - 03.2023
Client Services Manager
Urban Elements Design
01.2020 - 01.2023
Senior Vice President, Operations/Customer Service
Gateway One Lending & Finance/TCF
01.2016 - 01.2020
Vice President, Operations/Customer Service
Gateway One Lending & Finance/TCF
01.2014 - 01.2016
Manager, Operations/Customer Service
Gateway One Lending & Finance/TCF
01.2010 - 01.2014
High School Diploma -
Green Valley High School
No Degree - Hospitality Administration And Management