Isolde Kellogg
Colorado Springs,CO
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Retail Investment Specialist
T Rowe Price
02.2023 - Current
- Demonstrated strong interpersonal skills while interacting with customers over the phone
- Researched potential investments opportunities for clients based on their individual and business goals.
- Provided exceptional customer service by responding promptly to inquires and resolving complaints in a timely manner.
- Worked as a Back-Up within the Small Business Group RCS and also as a Back-Up for the Life Event Team.
Certified Loan Signing Agent
Green State Notary
02.2021 - 01.2023
- Enhanced client satisfaction through timely and accurate completion of loan signings.
- Ensured compliance with industry regulations and guidelines during all phases of the loan signing process.
- Improved overall turnaround time by efficiently coordinating communication between borrowers, lenders, real estate agents, title companies, and escrow officers involved in each transaction.
- Established trustworthiness as a Certified Loan Signing Agent through adherence to ethical standards.
Bank Branch Manager
Wells Fargo, NA
02.2014 - 02.2021
- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
- Led a team of 21 banking professionals, providing regular coaching and development opportunities for career growth.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Assessed employee performance and developed improvement plans.
Senior Personal Banking Officer
Wells Fargo, NA
11.2012 - 01.2014
- Delivered exceptional service by addressing client concerns proactively and offering customized solutions.
- Demonstrated commitment to professional development by pursuing relevant certifications and participating in ongoing industry education.
- Enhanced customer satisfaction by providing personalized banking solutions tailored to individual financial needs.
- Participated in community events as a bank representative, fostering goodwill and promoting brand awareness.
Customer Service Branch Manager
Wachovia Bank, NA
05.2009 - 11.2012
- Championed exceptional customer service through ongoing training initiatives focused on enhancing employees'' skills and knowledge in handling diverse customer needs.
- Increased customer retention with proactive relationship-building strategies and personalized service.
- Continuously monitored branch performance against targets, and made necessary adjustments to ensure objectives were met or exceeded.
- Mentored new hires during their onboarding process ensuring they were equipped with the necessary skills to excel in their respective roles.
Education
Associate in Hotel Hospitality And Business - Business
Peter Behrens
Darmstadt, Germany05.1983
Skills
- Salesforce
- Client Engagement
- Customer Complaint Resolution
- Critical Thinking
- Attention to Detail
- Research and due diligence
- Problem-solving skills
Timeline
Retail Investment Specialist
T Rowe Price
02.2023 - Current
Certified Loan Signing Agent
Green State Notary
02.2021 - 01.2023
Bank Branch Manager
Wells Fargo, NA
02.2014 - 02.2021
Senior Personal Banking Officer
Wells Fargo, NA
11.2012 - 01.2014
Customer Service Branch Manager
Wachovia Bank, NA
05.2009 - 11.2012
Associate in Hotel Hospitality And Business - Business
Peter Behrens
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