Jacen Sponseller
Lehi,Utah
Summary
Dedicated and results-driven professional with a proven track record in customer success and a strong background in consumer and business banking within the credit union sector. Leveraging expertise in accounting and finance, adept at fostering client relationships, driving satisfaction, and delivering tailored solutions to meet diverse financial needs. Committed to maximizing customer value and organizational growth through strategic problem-solving and effective communication.
Overview
9
9
years of professional experience
Work History
Strategic Customer Success Manager
Bill
2021.01 - Current
- Manage a portfolio of 100+ customers, nurturing relationships with key stakeholders through value-driven meetings, ultimately driving new revenue growth for Bill
- Facilitated cross-functional collaboration, sharing customer feedback and fostering clear communication among internal teams
- Engaged in mentoring new employees by meeting regularly with mentees and coordinating call shadowing
Small Business Production manager
Utah Community Federal Credit Union
2021.01 - 2021.01
- Hired and oversaw a team of Small Business Representatives, including training and creating documentation for standard operating procedures.
Staff Accountant
Lendio
2020.01 - 2021.01
- Recorded and updated journal entries in the Netsuite accounting ERP
- Maintained the bank record to reconcile all incoming and outgoing payments
- Managed the weekly check run for payments to vendors
Business Services Representative
Utah Community Federal Credit Union
2015.01 - 2020.01
- Launched the Business Services program at the credit union, developing operational procedures and training materials for the department, and providing training to dozens of staff members.
- Processed hundreds diverse loan applications, from consumer personal loans to complex business loans, with precision and efficiency.
- Played a key role in stress testing and documenting loan processing during the migration to Fiserv DNA bank software.
- Advanced from teller to small business banker through successive roles, including consumer loan officer and assistant manager.
Education
Bachelor of Accounting - Management Accounting
Utah Valley University
01.2020
Skills
- Organization
- Time Management
- Communication
- Customer Service
- Leadership
- Accounting
- Teamwork
- Training
- Strategic Problem Solving
- SalesForce
- Gainsight
- Customer Retention
Websites
Timeline
Strategic Customer Success Manager
Bill
2021.01 - Current
Small Business Production manager
Utah Community Federal Credit Union
2021.01 - 2021.01
Staff Accountant
Lendio
2020.01 - 2021.01
Business Services Representative
Utah Community Federal Credit Union
2015.01 - 2020.01
Bachelor of Accounting - Management Accounting
Utah Valley University
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