Intelligent and team-driven Client Care Specialist successful at operating with minimal direction or supervision to accomplish remarkable results. Experience in taking on challenging objections in a fast-pace, demanding environment.
Overview
11
11
years of professional experience
Work History
Client Care Specialist III
JP Morgan Chase Bank
04.2021 - Current
Diligent and detail-oriented—thorough in gathering borrower information, verifying loan documents, and reviewing file documentation to guide each loan from pre-approval to closing
Provide support to loan officers and underwriting teams to ensure loan gets to final approval
established trust with clients through transparent communication about service offerings, pricing structures, timelines and any other pertinent details related to the loan
Ensure compliance with company policies, underwriting guidelines, and lending-program requirements
Currently a mentor
chosen for Leaders Club 2023
NMLS certified- ID # 2147607.
Loan Representative II
Regional Acceptance Corporation – subsidiary of Truist bank
11.2016 - 03.2021
Assist credit manager with numerous tasks
Pass all yearly audits with an Outstanding score
Communicate directly with dealers and applicants regarding their loan – effective communication, both internally and externally with clients/dealers
Collect all stipulations in order to process loan
Monitor assigned individual queues/performed Team Lead duties
Reviewed fraud alert/fraud documents
Placed 4th in the whole company in the Loan Admin Cup.
Business Development
Ernie Palmer Toyota
01.2013 - 11.2016
Made a minimum of 100 outbound sales calls per day by addressing customer inquiries, solving problems, and providing new product information, and getting customers to commit coming into the dealership
Developed methods to establish and clarify customer objectives
Answered and quickly redirected calls
Manage in and outbound customer contacts from a variety of sources to generate sales opportunities
Schedule and confirm appointments, review customer deal packages, and perform general office duties
Trained staff and sales team on new procedures
Responsible for training all new Internet and Business Development Center employees in sales scripts
Resolved guest complaints promptly and courteously.
Education
No Degree - Business Management
St. Johns River State College
High School Diploma -
Orange Park High School
05.2009
Skills
Critical thinking
Attention to detail
Team building
Creative problem solver
Exceptional communication skills
Efficient in document review and analysis
MS Word/Excel/PowerPoint efficient
Able to demonstrate strong oral and written communication skills
Tel
(904) 236-3153
Timeline
Client Care Specialist III
JP Morgan Chase Bank
04.2021 - Current
Loan Representative II
Regional Acceptance Corporation – subsidiary of Truist bank