Jamie Coats
Lehi
Summary
Summary:
Experienced Financial Services Representative with Fidelity Investments.
Motivated and adaptable teammate, enjoys learning from and guiding peers.
Adept at navigating complex client needs.
Eager to leverage expertise in a challenging new role.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
Fidelity Investments
2021.12 - Current
- Several roles with Fidelity including Customer Relationship Advocate, Defined Contributions (DC) Representative, and Defined Benefits (DB) Representative.
- Work with both DC and DB participant chats.
- During tenure with Workplace Investing I have had opportunities to acquire skills and experience through the Team Lead pipeline and by participating in Peer Guiding as a guide.
Loan Officer Assistant
Low VA Rates
2021.02 - 2021.04
- Assembled important paperwork and disclosures for borrower.
- Monitored key dates to obtain information by deadlines.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Communicated with customers daily to request information and complete paperwork.
Sales Representative
ClearLink
2019.07 - 2020.05
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
- Educated customers on promotional options, sales policies and methods for obtaining desired results from company offerings.
- Assisted call-in customers with questions and orders.
Customer Service Professional
H&R Block
2018.12 - 2019.04
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Improved operational efficiencies while managing customers requests.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
High School Diploma -
Seto Study School
Pembina, ND2018-06
Skills
- 7 years Customer Service experience
- Team Lead experience
- Peer Guiding
- Sales Experience
- Coachable and eager to learn and grow
Timeline
Financial Services Representative
Fidelity Investments
2021.12 - Current
Loan Officer Assistant
Low VA Rates
2021.02 - 2021.04
Sales Representative
ClearLink
2019.07 - 2020.05
Customer Service Professional
H&R Block
2018.12 - 2019.04
High School Diploma -
Seto Study School