Jacqueline Liston
Baltimore
Summary
Dynamic Account Manager with a proven track record at Quest Financial And Insurance Services, excelling in client relationship management and problem-solving. Enhanced customer satisfaction through tailored financial solutions and effective collaboration. Skilled in CRM and professional networking, successfully resolving escalated issues to retain valuable clients and foster long-term partnerships.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Account Manager
Quest Financial And Insurance Services
04.2022 - 11.2025
- Cultivated client relationships to enhance customer satisfaction and retention.
- Streamlined account management processes to improve efficiency and service delivery.
- Analyzed client needs to provide tailored financial solutions and recommendations.
- Coordinated with cross-functional teams to ensure seamless service execution for clients.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
Entry Level Loan Processor
Cason Home Loans
07.2018 - 04.2022
- Reviewed and verified loan applications for accuracy and completeness.
- Maintained accurate records in loan origination software to ensure tracking of application status.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Provided exceptional customer service by addressing borrower concerns and resolving issues in a timely manner.
Education
High School Diploma -
Walnut Local School District
Millersport, OHSkills
- Client account management
- Client support
- Collaborative teamwork
- Sales enhancement
- Client relationship management
- Financial account management
- Problem-solving expertise
- Professional networking
- Team development
- Comprehensive documentation skills
- CRM expertise
Certification
- Property and Casualty License - 3 Years
- Long term care license-1 year
- Flood certified- 3 years
- Life and Health License-7 Years
Timeline
Account Manager
Quest Financial And Insurance Services
04.2022 - 11.2025
Entry Level Loan Processor
Cason Home Loans
07.2018 - 04.2022
High School Diploma -
Walnut Local School District