Summary
Overview
Work History
Education
Skills
Timeline
Generic

Eric Morandini

Loveland,CO

Summary

Proactive and personable Customer Service Sales Representative with 15+ years in managing client information while providing task resolution support . Adept in responding to 30+ calls and inquiries to resolving customer issues and reviewing internal processes. Proven to build and solidify customer relationships, develop client loyalty and increase customer retention.

Overview

17
17
years of professional experience

Work History

Customer Service Sales Representative

Optima Tax Relief LLC
06.2013 - 03.2023
  • Answered incoming calls and managed and recorded all customers to ensure orders and inquiries were captured in database.
  • Acquired and updated 100% of relevant documentation from client required to resolve their issues in order to improve customer interaction and satisfaction rates.
  • Provided accurate information about customer programs and tax solutions helping drive high customer retention.
  • Gained customer trust and confidence by demonstrating compelling, persuasive effective communication, and composed professional demeanor 100% of time.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in superior customer service satisfaction.

Team Lead

Freedom Debt Center
10.2008 - 06.2013
  • Coached current team members in techniques necessary to complete job tasks which improved time efficiency and greater work ethic.
  • Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills and improving their production by 25%.
  • Developed monthly and daily production output plans to deliver on customer service and financial metrics thus improving customer retention rate by 15%.
  • Held weekly team meetings to inform team members on company news and updates achieving great attention to detail.

Loan Officer

American Trust Capital
02.2006 - 10.2008
  • Managed over 50 incoming calls per day and developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions which increased sales by 10%.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Collaborated with other departments to promptly process loan applications increasing production by 15%.

Education

Bachelor of Arts - English

California State University - Long Beach
Long Beach, CA

Skills

  • Effective Customer Communication
  • Team Goals
  • Inbound Customer Calls
  • Client Rapport-Building
  • Compliance Assurance
  • Personable Demeanor
  • Product or Service Expertise
  • Positive Rapport-Building
  • Speaking Clearly
  • Effective Scheduling
  • Superior Organizational Skills
  • Processing Customer Requests

Timeline

Customer Service Sales Representative

Optima Tax Relief LLC
06.2013 - 03.2023

Team Lead

Freedom Debt Center
10.2008 - 06.2013

Loan Officer

American Trust Capital
02.2006 - 10.2008

Bachelor of Arts - English

California State University - Long Beach
Eric Morandini