Client-focused financial services professional with 2+ years of experience in client service and administrative support roles within banking and commercial lending environments. Proven ability to manage confidential information, support high-volume operations, and collaborate cross-functionally while delivering exceptional client experiences. Highly organized, detail-oriented, and proficient in Microsoft Office and CRM systems.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Funding Administrator & Loan Servicing
Apex Commercial (Subsidiary of Firstrust Bank)
Horsham, Pennsylvania
06.2024 - Current
Provide administrative and client service support for a commercial leasing portfolio of 3,500+ active contracts
Prepare payoff letters, contract amendments, assumptions, and payment postings
Review and audit 150+ leasing contracts monthly to ensure compliance and maintain accurate database records
Handle sensitive financial and legal documents with strict confidentiality
Manage high-volume, deadline-driven workloads while meeting daily funding cutoffs
File Uniform Commercial Code (UCC) documents for all booked contracts
Process vehicle titling and lienholder documentation
Distribute and manage office mail and related administrative tasks
Process and verify proof of insurance for leased assets, ensuring coverage compliance prior to funding
Manage insurance billing cycles, including tracking, posting and reconciliation
Collaborate cross-functionally with Sales, Credit, Documentation, and Customer Service teams to support efficient operations
Subsidiary of Firstrust Bank
Customer Service Representative
Firstrust Bank
Horsham, Pennsylvania
10.2023 - 06.2024
Delivered prompt, compliant responses to customer inquiries in a regulated banking environment
Maintained strict adherence to confidentiality, bank policies, and regulatory requirements
Analyzed customer financial information to recommend appropriate banking products
Assisted in training new team members.
Communicated complex information clearly to clients via phone and written correspondence
Collaborated with internal teams to resolve multifaceted client issues
Ranked #1 out of 12 representatives in customer satisfaction scores
Independent Contractor
Instacart
04.2020 - 10.2023
Delivered high-quality client service resulting in 99% 5-star customer satisfaction across 200+ deliveries.
Managed competing priorities and strict deadlines in a fast-paced, customer-facing environment.
Communicated proactively with clients to ensure accuracy and satisfaction.
Personal Trainer & Sales
Philadelphia Sports Club
Chalfont, Pennsylvania
06.2021 - 01.2022
Collaborated with colleagues to enhance overall client service experience.
Scheduled appointments with clients and communicated effectively with them via phone or email.
Built and established relationships with members and guests to help in pursuit of fitness goals.
Organized promotional events to showcase training services and attract new members.
Tracked competitor activities including pricing structures, product offerings, promotional campaigns.
Gathered feedback from existing customers to measure their level of satisfaction with our services.
Conducted market research to identify target customer groups for personal training services.
Attended industry conferences and trade shows to stay up-to-date with current trends in the fitness industry.
Maintained accurate records of all sales transactions using customer management software systems.
Negotiated deals and handled complaints or objections.
Education
High School Diploma -
21st Century Cyber Charter School
Downingtown, PA
01-2021
Skills
Administrative & Operational Support
Customer Service
Confidential Data Handling
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
CRM Systems (Salesforce)
Organization
Problem-Solving
Adaptable and quick to learn
Written & Verbal Communication
Thriving in a fast-paced environment
Cross-Functional Collaboration
Certification
• MAGIC Customer Relations Certified • Passed National, PA State, and MD State Real Estate Salesperson exams