Summary
Overview
Work History
Education
Personal Information
Timeline
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Holly Beeman

Palmyra,PA

Summary

Client Relations & Member Service Specialist for over 20 years. Receiving numerous outstanding achievements for member service satisfaction & member retention along with exceeding sales goals and building lifelong relationships with clients.

Exceptional experience in Sales and Member Services. As well as a widespread background of Finance and Loan Originations.

Skilled communicator, multitasker and complex problem-solver. Successful at continually meeting and exceeding sales and Member Service objectives.

Self-motivated with excellent verbal and written communication skills and strong computer and CRM experience.

Highly skilled with conflict resolution and persuasive communication. With an ability to resolve problems tactfully and diplomatically.

Enthusiastic, outgoing and proficient at building positive relationships with new and existing members by offering superior member service.

Overview

23
23
years of professional experience

Work History

Consumer Senior Loan Officer

PSECU
01.2021 - Current


  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Proactively identified solutions for customers experiencing credit issues.
  • Enhanced loan application process by streamlining documentation and improving communication channels with clients.
  • Maximized approval rates for qualified applicants through diligent review of financial information and thorough assessment of risks.
  • Mentored junior loan officers, sharing expertise and knowledge to improve overall team performance.
  • Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
  • Achieved high levels of client retention by providing exceptional service throughout the loan origination process.
  • Maintained strict compliance with industry regulations, ensuring accuracy in disclosures and adherence to lending guidelines.
  • Established a reputation as an expert in various loan programs, becoming a trusted resource for colleagues and clients alike.
  • Provided exceptional customer service during loan origination, addressing client concerns and ensuring a smooth process from start to finish.
  • Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.

Sales and Client Service Consultant

Faulkner Hyundai/Chevrolet
01.2006 - 11.2020
  • Developed new process for employee evaluation which resulted in marked performance improvements.
  • Responded to customer requests via telephone/email and text messages.
  • Maintained and organized customer database of over 10,000 clients.
  • Built strong client relationships and provided high value-adding services, resulting in 15% company market share increase.
  • Asked appropriate open-ended questions to discover prospects' needs and requirements.
  • Serviced accounts on regular basis to propose new products or services and maximize revenue.
  • Maintained extensive knowledge of competitors, their offerings and their presence in assigned territory.
  • Organized and created support systems to decrease workload and increase productivity of customer service reps, sales and finance managers.
  • Planned numerous training sessions to promote positive, energetic and upbeat customer service and sales team professionals and assisted with developmental and sales goal reinforcements.
  • Contacted customers as soon as issues arose to immediately find resolution before problems escalated.
  • Delivered a high level of service to clients to both maintain and extend relationships for future business opportunities.

Sales & Customer Service Representative

Hershey Ice Cream
01.2004 - 01.2006
  • Followed latest market trends.
  • Suggested accessories and complementary purchases.
  • Provided repeat customers with exceptional care and attention.
  • Proposed innovative marketing ideas.
  • Trained and served as peer coach for new sales associates.
  • Worked collaboratively in team environment.
  • Wrote, negotiated and finalized sales contracts.

Customer/Client Services & Sales Representative

AT&T
01.2001 - 01.2006
  • Contacted potential customers and educated them on products.
  • Emphasized product specifications to meet customer needs.
  • Maintained customer accounts and relationships.
  • Cultivated a customer-focused shopping environment by greeting and responding to all customers in a friendly manner.
  • Communicated all store initiatives and promotions to customers to generate return business.
  • Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
  • Worked with the management team to implement the proper division of responsibilities.
  • Alerted customers to upcoming sales events and promotions.
  • Developed reputation as an efficient service provider with high levels of accuracy.
  • Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing and shipping problems.
  • Recognized and rewarded outstanding work performance to cultivate a positive and collaborative customer service culture.
  • Recipient of multiple positive reviews acknowledging dedication to excellent customer service.

Education

Some College (No Degree) -

Harrisburg Area Community College
Harrisburg, PA

Personal Information

AWARDS AND ACHEIVEMENTS 


  • Top Sales Person 8 Years in a Row  
  • Top Customer/Client Service Satisfaction Award 14  Years in a Row 
  •  Highest Customer Retention 10 Years in a Row
  • Top Performer for Highest Quality Assurance and Client Services

Timeline

Consumer Senior Loan Officer

PSECU
01.2021 - Current

Sales and Client Service Consultant

Faulkner Hyundai/Chevrolet
01.2006 - 11.2020

Sales & Customer Service Representative

Hershey Ice Cream
01.2004 - 01.2006

Customer/Client Services & Sales Representative

AT&T
01.2001 - 01.2006

Some College (No Degree) -

Harrisburg Area Community College

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