JACOB M SCHULZ
St Louis,MO
Summary
Escalations representative at Wells Fargo with SIE License assisting clients by resolving complaints in an efficient and detailed manner. Personable former realtor with two years of experience in middle-class, suburban markets. Possess hands-on knowledge of MLS database and client management software. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Escalation Representative
Wells Fargo (Contract)
Saint Louis, MO
09.2023 - 03.2024
- Increased customer satisfaction by addressing and resolving complaints in timely manner.
- Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
- Support internal and external customers with inquiries and complaints regarding financial products and services
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Resolved minimum 10+ internal and external complaints every day
Financial Services Representative
Charles Schwab
Chesterfield, MO
08.2022 - 06.2023
- Investigated and resolved customer inquiries and complaints quickly.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Met customer call guidelines for service levels, handle time and productivity.
- Processed customer account transactions, sending checks and wires upon customer request in timely manner.
Real Estate Agent
Delhougne Realty Group
Chesterfield, MO
08.2020 - 08.2022
- Advertised client properties through websites, social media and real estate guides.
- Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated and managed real estate transactions.
Education
High School Diploma -
Mehlville High School
St Louis, MO05.2016
Some College -
Saint Louis Community College
St Louis, MOSkills
- Customer Experience
- Market Tracking and Research
- Attention to Detail
- Organization
- Time Management
- MLS Data Entry and Maintenance
- Verbal Communication
- Written Communication
- Dependable and Responsible
Certification
- SIE License
Timeline
Escalation Representative
Wells Fargo (Contract)
09.2023 - 03.2024
Financial Services Representative
Charles Schwab
08.2022 - 06.2023
Real Estate Agent
Delhougne Realty Group
08.2020 - 08.2022
High School Diploma -
Mehlville High School
Some College -
Saint Louis Community College
- SIE License
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