Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessAnalyst
Dairian Potter

Dairian Potter

Grant,USA

Summary

Experienced team manager with a proven track record of effectively leading and developing high-performing customer service representatives. Through strategic coaching, targeted training, and consistent performance feedback, cultivating a strong and skilled workforce. My leadership approach focuses on enhancing both individual capabilities and overall team effectiveness to consistently meet and exceed customer service standards. By fostering a collaborative and supportive virtual environment, it empowers the team to achieve professional growth and deliver exceptional service.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Mortgage Loan Advisor

LoanCare
12.2023 - Current
  • Assisted in nesting and independently facilitated the subject matter to the class.
  • Supported direct supervisor and peers by leveraging company resources to ensure their success.
  • Developed a self- service IT guide for representatives to avoid continuous tech issues.
  • Selected to work on our call back escrow pilot, which helped minimize repeat call backs for unresolved issues.
  • Support representatives on the Help Line to minimize AHT, and to provide accurate info using our company resources.
  • My calls are utilized as training examples to demonstrate the proper handling of customer interactions using company resources.
  • Serve as the primary point of contact for customers seeking information or assistance with loan applications, approvals, and inquiries
  • Address customer concerns promptly and professionally via phone, email, or in-person interactions
  • Product Knowledge: Demonstrate a thorough understanding of loan products, interest rates, repayment terms, and eligibility criteria
  • Compliance and Risk Management: Adhere to regulatory guidelines and internal policies governing loan origination, documentation, and disclosure requirements
  • Problem Resolution: Handle customer complaints, disputes, or escalations related to loan processing, billing, or collections
  • Investigate issues promptly, identify root causes, and implement effective solutions to resolve customer concerns and maintain satisfaction
  • Documentation and Record-Keeping: Maintain accurate records of customer interactions, loan applications, approvals, and disbursements
  • Ensure confidentiality and security of sensitive customer information in compliance with data protection regulations
  • Cross-Functional Collaboration: Collaborate with internal teams, including underwriters, loan officers, and collections specialists, to facilitate seamless communication and streamline loan processing workflows
  • Share customer feedback and insights to drive process improvements and enhance service quality
  • Continuous Learning: Stay updated on industry trends, regulatory changes, and best practices

T2 Team Manager

Transcom
10.2022 - Current
  • Company Overview: Remote support for Apple
  • Directs, administers and controls the day to day operations and activities of facilities and programs in an assigned area
  • Provides leadership, support and guidance to facility management
  • Ensures compliance with established company and regulatory guidelines and procedures to provide high quality service and outstanding customer care
  • Participates in the implementation of divisional and company initiatives and strategies
  • Manages the staffing through the appropriate hiring, firing, and disciplinary actions in collaboration with HR
  • Ensures and promotes the development of the area management team/succession planning through coaching, training, and leadership development
  • Ensures all employees receive the appropriate training and education, including ongoing compliance training
  • Coach call center staff through challenging customer service issues
  • Analyze call center data and prepare reports for upper management
  • Evaluate staff effectiveness and performance monthly or on an at-need basis
  • Remote support for Apple

Team Manager

Transcom
09.2021 - 10.2022
  • Company Overview: Remote support for Apple
  • Directs, administers and controls the day to day operations and activities of facilities and programs in an assigned area
  • Provides leadership, support and guidance to facility management
  • Ensures compliance with established company and regulatory guidelines and procedures to provide high quality service and outstanding customer care
  • Participates in the implementation of divisional and company initiatives and strategies
  • Manages the staffing through the appropriate hiring, firing, and disciplinary actions in collaboration with HR
  • Ensures and promotes the development of the area management team/succession planning through coaching, training, and leadership development
  • Ensures all employees receive the appropriate training and education, including ongoing compliance training
  • Remote support for Apple

T2 Technical Support

Transcom
02.2021 - 09.2021
  • Company Overview: Remote support for Apple
  • Effortlessly engage with callers, actively listen, analyze, and isolate tech issues
  • Comfortably navigate multiple applications to research solutions
  • Multitask in systems while patiently providing step-by-step instructions
  • Calmly provide conflict resolution and navigate frustrated customer situations
  • Work independently with discipline and motivation to succeed in a virtual environment
  • Work in a highly structured environment with strict adherence to your assigned full-time schedule taking high-volume inbound calls from customers
  • Work at a desk, wearing a wired headset, while talking to customers in a high-volume, fast-paced, and sometimes stressful environment
  • Take over calls from T1 advisors
  • Submit tickets to engineering
  • Remote support for Apple

Quickbooks | Advisor 2, Customer Service

Concentrix
10.2019 - 02.2021
  • Company Overview: Remote customer service support
  • Confer with clients by telephone in order to provide information about company products and services
  • Create and keep track of client contact records regarding client interactions and transactions, recording details of inquiries, concerns, and comments, as well as actions taken
  • Resolve client's services and/or billing concerns using client records and accounting systems
  • Track and follow up on all customer concerns to ensure an appropriate resolution
  • Respond to clients in a timely manner to address all questions, concerns, service requests, and product inquiries
  • Use a multi-line system to answer phones
  • Assist vendors, clients, potential clients, manufacturers, Central Command operators, service technicians, and installation technicians in product information and testing
  • Remote customer service support

Education

High school diploma -

Virgil Grissom High School
Huntsville, AL
05.2013

Skills

  • Typing
  • Employee evaluation
  • Performance management
  • Microsoft Excel
  • Microsoft Word
  • Strong communication skills
  • Exceptional customer service
  • Adaptable to change
  • Effective problem solving

Certification

ServSafe, 01/01/19, 01/01/24, Food and beverage safety training and certificate program administered by the U.S. National Restaurant Association. The program is accredited by ANSI and the Conference for Food Protection. It is considered a system that aims to prevent foodborne illnesses based on a set of guidelines to improve safety and hygiene in the food preparation process.

Timeline

Mortgage Loan Advisor

LoanCare
12.2023 - Current

T2 Team Manager

Transcom
10.2022 - Current

Team Manager

Transcom
09.2021 - 10.2022

T2 Technical Support

Transcom
02.2021 - 09.2021

Quickbooks | Advisor 2, Customer Service

Concentrix
10.2019 - 02.2021

High school diploma -

Virgil Grissom High School
Dairian Potter