Summary
Overview
Work History
Education
Timeline
Generic

Jacob Branton

Marysville,OH

Summary

Bringing extensive experience as a Customer Service Representative within a single company, I have developed a deep understanding of delivering exceptional service to our clients. Proficient in addressing inquiries, resolving issues, and providing support via phone, email, and skip tracing methods, I ensure a seamless customer experience. My expertise includes efficiently navigating customer databases to access account information and process transactions with accuracy. I excel in maintaining meticulous records of interactions, adhering to company policies and procedures, and collaborating with team members to optimize service quality and customer satisfaction. With a proven track record of exceeding customer expectations and resolving complex issues, I am dedicated to driving positive outcomes and fostering lasting client relationships.

Overview

5
5
years of professional experience

Work History

Customer Service Representative

Professional Financial Services
Columbus, OH
09.2023 - Current
  • Processed loan documents in accordance with established policies and procedures.
  • Verified creditworthiness of potential borrowers through review of credit reports, income statements, and other financial information.
  • Conducted phone calls to delinquent borrowers in order to collect overdue payments.
  • Maintained accurate records of collection activities and customer interactions.
  • Contacted employers, credit agencies, family members and other sources to locate debtors.
  • Identified and tracked down individuals who have skipped out on financial obligations.

Finance Intern

Nicholas Financial
North Ridgeville, OH
05.2022 - 08.2022
  • Secured 2,500 payments by following up with customers which disregarded promise to pay.
  • Shadowed team members to enhance skills and contribute to finance objectives.
  • Quickly remedied customer issues in office, via telephone and with email communication by responding to questions and inquiries within a 2 hour timeframe.
  • Performed data entry functions to track information such as payments, account updates and customer interactions.
  • Reviewed and evaluated dealership loan applications to approve or decline requests.

Sales Assistant

American Income Life Insurance Company
Berea, OH
08.2019 - 05.2020
  • Successfully converted calls into 10 in-person appointments in one day to discuss insurance options.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Provided account management for 50 customers in Chicago region.
  • Communicated with prospective clients via phone to create and drive
    sales.

Education

Bachelor of Arts - Finance

Baldwin Wallace University
Berea, OH
05.2023

Timeline

Customer Service Representative

Professional Financial Services
09.2023 - Current

Finance Intern

Nicholas Financial
05.2022 - 08.2022

Sales Assistant

American Income Life Insurance Company
08.2019 - 05.2020

Bachelor of Arts - Finance

Baldwin Wallace University
Jacob Branton