Summary
Overview
Work History
Education
Skills
Timeline
Generic

GREGORY Lee NOEL

Spring,TX

Summary

Knowledgeable and dedicated customer service professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success by bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.


Overview

11
11
years of professional experience

Work History

Mortgage Client Service Representative

Truist Bank
08.2022 - 04.2024
  • Provide Truist clients with exceptional customer service through a variety of channels from internal and external departments.
  • Maintaining professional courtesy, while adhering to bank policies and procedures
  • Handle a variety of basic mortgage servicing inquiries I.E: identifying client needs to open/or refer bank or mortgage products that are tailored to their specific mortgage goals.
  • Preventing and recognizing potential client fraud.
  • Providing detailed overviews of client mortgage accounts to educate each client on their specific rules and regulations regarding their mortgage loan contract signed during closing.
  • Weekly training and module updates to keep the department knowledgeable on all changes within company or department.
  • Outbound calls to clients in regards to any changes, or potential changes that may alter their current mortgage standing.
  • Provided welcome calling, mortgage guidelines, product servicing and seamless transitioning to new clients acquire via loan purchases from other institutions.
  • Received in-bound calls from clients about their current mortgage loan contracts agreements, loan origination agreements, and yearly escrow analysis reviews conducted by Escrow Department.
  • Worked as online technical department representative.
  • Processed mortgage payments and refunds both electronically or by physical checks via standard mail.
  • Submitted clients request for specific mortgage related documents.
  • Handled submitted customer complaint forms/case numbers.
  • Handled Credit Dispute forms in relation to potential negative markers on client credit reporting.
  • Made outbound call to clients regarding updates needed inside of mortgage accounts IE: Documents needed for legal name changes, refinancing paper work, delinquencies on payment notices.
  • Partnered with several other department's within company to assist clients with any other mortgage related problems outside of my work duties. Also partnered with directors of each department to set forth suggestions that ultimately helped alleviate work duties in high working volume departments.


Accomplishments

  • Currently averaging and maintaining a 100% client satisfaction rating from Truist clients since being hired.
  • Ranked 1st in all departments for client satisfaction rating for 4 consecutive months.
  • Assumed responsibility of training new hires while in their nesting period on proper inbound/ outbound call procedures, along with proper phone etiquette.
  • Selected as primary first point of contact for new mortgage loan clients.

Customer Advocate

Carvana
06.2021 - 07.2022
  • Responsible for ensuring customer DMV paperwork is accurate prior to delivery.
  • Responsible for maintaining contact with customer on delivery date.
  • Responsible for providing unmatched customer service as first point of contact for customer.
  • Responsible for operating single bed hauler, maintaining up to date maintenance of hauler, and partnering with fleet management to communicate if any issues occur with haulers driven.
  • Responsible for DMV paperwork auditing, as well as paperwork notary for all customers assigned.
  • Responsible for detailing vehicles, as well as inspecting deliveries prior to delivery date.
  • Manual Data entry vehicles scanned into lots system.
  • Lot inventory control
  • Identify and tag vehicles for grounding or pre delivery maintenance.
  • Ensure grounded vehicles and pre delivery vehicles needing maintenance arrive at proper maintenance locations via schedule coordination.
  • Coordinate pick up of vehicles finished with mechanical maintenance at third party auto shops.
  • Keep car lot organized for ease of access and traffic flow.
  • Pre delivery maintenance including: windshield wiper placement, windshield fluid, clean oil, cabin filters, battery check, antifreeze check, full gas tank.


Accomplishments

  • Highest satisfactory of inventory control for both Orlando and Richmond locations.
  • Voted Top Customer Care Representative by Marketing Operations Management.
  • Averaged Highest Customer Satisfaction Survey Scores for both Orlando and Richmond locations.

Specialty Service Representative

CVS Specialty
10.2019 - 06.2021
  • Responsible for performing daily/routine tasks in the call center pharmacy environment.
  • Answering calls from Medical Offices and patients.
  • Responding to customer requests, scheduling shipments of medication with patients and Medical Offices.
  • Manual data entry, record maintenance entries.
  • Providing detailed options for patients needing copay assistance, and other clerical duties.
  • Follow organization and department guidelines to complete tasks in a timely manner.


Accomplishments

  • Awarded an opportunity for promotion within Workforce Management in first 3 months with the company.
  • Completed 90 day training for Work Management.

Assistant Store Manager

Havaianas
09.2017 - 10.2019
  • Ensure that monthly sales goals (Plan, UPT, ADT, and Conversion) for the store are being met.
  • Adhere to and execute opening and store closing process and procedures such as bank deposits, daily inventory control sheets, credit card/debit card signatures are filled and placed in proper deposit boxes, till counts correspond with system counts, safe funds and petty cash are noted for bank pick-ups.
  • In charge of assisting store Manager with inventory management twice a year and also loss prevention procedures.
  • Ensure a neat, clean, organized and well stocked store/stock room.
  • Monitor inventory flow and ensure that staff adheres to all shipping/receiving policies and procedures.
  • Providing outstanding customer service while balancing work related tasks.
  • Leading associates to success in a team environment.


Accomplishments

  • Ranked 3rd out of 25 US based stores (previously ranked 15 before joining).
  • Reached 20% over goal set by corporate for 3 consecutive months in 2019.

Footwear Manager

Dicks Sporting Goods Inc.
07.2015 - 09.2017
  • In charge of scheduling footwear associates hourly and accordingly to hours provided by General Manager.
  • Maintaining footwear back stock in a clean orderly fashion that regulates safety guidelines and procedures place by corporate.
  • Head of weekly freight (stock) distribution.
  • Reviewing and organizing floor sets to be distributed on sales floor according to guidelines from Corporate.
  • Creating displays and bus forms using quick thinking and personal judgment.
  • Always maintaining a vast amount of knowledge on footwear, and footwear related accessories current and old.


Accomplishments

  • Accepted a role as footwear manager one month into working for company.
  • Gait Analysts Certified.

Lead Apparel Associate and Stock

Nike Inc.
03.2013 - 07.2015
  • Training new hires on customer service, store safety guidelines, and standards as a leader in the apparel department.
  • Ordering new products for store, stock room, and auditing items in stock room using SRP procedures.
  • Maintaining a high level of product in stock room, kept stock room clean and organized by style, color code, and pricing.
  • Conducting layouts on sales floor for new and sale products.
  • Corporate mark down approvals by standard on low quantity items.
  • Relaying sales objectives (UPT, ADT, CON) to fellow associates and management every hour.
  • Following guidelines with visual team to change floor layouts and mannequins.
  • Back up assistant on registers and mobile register systems.
  • Completed online orders for consumers both internally and over the phone.


Accomplishments

  • Highest Grossing Mobile Transaction Associate for the North American Region.
  • Voted Most Valuable Teammate 3 consecutive months.

Education

High School Diploma -

Ridge Community High School
Davenport, FL
06.2012

Skills

  • Customer Service
  • Adaptability
  • Problem Solving
  • Collaboration
  • Active listening
  • Data Analysis
  • Analytical Skills
  • Interpersonal communication
  • Leadership
  • Mortgage

Timeline

Mortgage Client Service Representative

Truist Bank
08.2022 - 04.2024

Customer Advocate

Carvana
06.2021 - 07.2022

Specialty Service Representative

CVS Specialty
10.2019 - 06.2021

Assistant Store Manager

Havaianas
09.2017 - 10.2019

Footwear Manager

Dicks Sporting Goods Inc.
07.2015 - 09.2017

Lead Apparel Associate and Stock

Nike Inc.
03.2013 - 07.2015

High School Diploma -

Ridge Community High School
GREGORY Lee NOEL