Proven leader in client relations and strategic partnership development, notably with Boston National Title/Agent's Title. Excelled in enhancing customer satisfaction and loyalty through effective relationship management and training. Leveraged customer relations and financial acumen to exceed sales targets and streamline operations, demonstrating a commitment to excellence and a results-driven approach.
Overview
23
23
years of professional experience
Work History
Director of Client Relations
Boston National Title/Agent's Title
01.2014 - 04.2024
Cultivated and sustained robust relationships with clients, lenders, and underwriters, bolstering trust and loyalty.
Executed prompt resolution of client concerns in alignment with Service Level Agreements (SLAs), ensuring high satisfaction levels.
Served as a comprehensive resource hub for clients, consumers, and vendors, offering seamless assistance and support.
Acted as a pivotal liaison to enhance overall client contentment and achievement.
Instituted and optimized operational protocols for streamlined daily functions.
Orchestrated and nurtured prosperous business alliances with lenders, vendors, and underwriters.
Identified client requisites, devised tailored strategies, and proficiently allocated resources within budgetary confines.
Provided comprehensive training and operational support to bolster relationship management and sales team efficacy.
Maintained consistent and impactful email correspondence, facilitating efficient communication channels on a daily basis.
Account Executive
ATM Corporation Of America/ServiceLink
06.2002 - 06.2013
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term relationships.
Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Qualified leads, built relationships and executed sales strategies to drive new business.
Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Finance Intern
Microsoft Corporation
01.2001 - 06.2001
Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
Prepared and posted financial journal entries using technically relevant software.
Supported organizational account management duties under direct supervision.
Managed sensitive information responsibly, maintaining strict confidentiality standards.
Assisted in budget FY02 preparations including the creation of a budget reference book for operations managers
Completed ad hoc reports for operations especially in regard to vendor spending and operating expense calculations.
Acquired strong computer skills especially the internal Microsoft financial applications and the software products Excel, Word and Power Point
Education
Bachelor of Science - Finance And International Business
The Pennsylvania State University
State College, PA
05.2001
Minor - Completed Spanish Minor
The University of Salamanca
Salamanca, Spain
05.2000
Skills
Customer Satisfaction
Relationship Management
Customer Relations
Training and mentoring
Timeline
Director of Client Relations
Boston National Title/Agent's Title
01.2014 - 04.2024
Account Executive
ATM Corporation Of America/ServiceLink
06.2002 - 06.2013
Finance Intern
Microsoft Corporation
01.2001 - 06.2001
Bachelor of Science - Finance And International Business
The Pennsylvania State University
Minor - Completed Spanish Minor
The University of Salamanca
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