Summary
Overview
Work History
Education
Skills
Timeline
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Colleen Marie Cowan

Philadelphia,PA

Summary

To leverage my problem-solving skills and positive attitude in a customer service environment, I am a personable and dedicated customer service representative with extensive experience in the industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

22
22
years of professional experience

Work History

Mini Melts Ice Cream
Trevose, PA
09.2023 - Current
  • Maintain Financial accounts by processing customer adjustments
  • Suggest solutions when there is a malfunction with the freezer or Vending Machine
  • Assist with placement of orders, refunds or exchanges
  • Take payment information and other pertinent information
  • Resolve Customer complaints via phone, email, mail or social media
  • Process Invoices in a timely manner
  • Ensure invoices match contracts and delivery method
  • Communicate with customers and Vendors

Bar Manager

Tin Pan Alley
Huntingdon Valley, PA
09.2010 - Current
  • Provide high quality customer service to ensure that consumers are satisfied with our services.
  • Field customer complaints and issues, with +90% of issues resolved to customer satisfaction.
  • Coach employees on company policies and procedures
  • Observe and evaluate workers and work procedures to ensure quality standards.
  • Foster a positive bar environment for my colleagues and patrons, helping reduce employee turnover and encourage customer loyalty.
  • Maintain daily transaction logs and deposits.
  • Train new bartenders and temps
  • Manage event and catering orders.
  • Handel weekly staff scheduling
  • Create seasonal bar and restaurant menus.

Account Manager

Statefarm
Bensalem, PA
12.2022 - 09.2023
  • Setting appointments with current clients for reviews
  • Assisting with attaching forms, process policy changes
  • Onboarding new clients, processing payments, ensuring accuracy of applications and assisting clients with claims.
  • Market products to potential prospects.
  • Provides service to clients’ changing insurance needs by selling auto and home insurance.
  • Establishes productive working relationships with clients
  • Obtain underwriting approval by completing a application for coverage.

Bar Tender Lead

Tin Pan Alley
Huntingdon Valley, PA
01.2010 - 01.2017
  • Trained new bartenders and temps
  • Handled weekly staff scheduling
  • Maintained daily transaction logs and deposits.
  • Responsible for collecting all cash flow from drawers and reports at the end of each shift.

Mortgage Processor

Police and Fire Credit Union
Philadelphia, PA
01.2008 - 01.2010
  • Ordered all necessary supporting documents such as title, appraisal, and transcripts.
  • Submitted files to underwriting and communicated with borrow/realtor/builder to provide status reports.
  • Analyzed information regarding borrowed income and assets.
  • Received and organized all applicable loan documents.
  • Preformed document review of mortgage loan file for completeness.
  • Processed real estate loan files, paperless-conventional, FHA, and VA
  • Maintained good working knowledge of all PFFCU products and services.
  • Knowledgeable of all policies and procedures associated with both sides of the branch office.

Mortgage Processing Manager

World Savings Bank
Bensalem, PA
01.2005 - 01.2008
  • Made decisions regarding hiring, training, review performance appraisal and career development of employees.
  • Responsible for the overall performance management and talent review process
  • Developed internal procedures for managing recurring events and/ or issues, training the team and assisting in the implementation of procedures.
  • Supervised 8-10 processors and assisted in helping with issues or problems regarding their caseload.

Mortgage Processor

World Savings Bank
Bensalem, PA
01.2003 - 01.2005
  • Maintained and processed files from beginning to closing.
  • Initiated contact with title companies, appraisers, banks and borrows employers to obtain the information needed to process the loan.
  • Ordered all necessary supporting documents such as title, appraisal, and transcripts.

Education

High School Diploma -

Archbishop Highschool
Philadelphia, PA
01.1999

Some College (No Degree) - Early Education

Community College of Philadelphia
Philadelphia, PA

Skills

  • Proficiency in MS Office
  • Proficiency in Outlook
  • Proficiency in NECHO
  • Proficiency in SAP
  • Proficiency in ECRMS
  • Organizational skills
  • Leadership
  • Strong written communication skills
  • Ability to work independently
  • Ability to work as part of a team
  • Time management
  • Effective communication
  • Data entry

Timeline

Mini Melts Ice Cream
09.2023 - Current

Account Manager

Statefarm
12.2022 - 09.2023

Bar Manager

Tin Pan Alley
09.2010 - Current

Bar Tender Lead

Tin Pan Alley
01.2010 - 01.2017

Mortgage Processor

Police and Fire Credit Union
01.2008 - 01.2010

Mortgage Processing Manager

World Savings Bank
01.2005 - 01.2008

Mortgage Processor

World Savings Bank
01.2003 - 01.2005

High School Diploma -

Archbishop Highschool

Some College (No Degree) - Early Education

Community College of Philadelphia

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Colleen Marie Cowan