Pursuing a position where I can utilize my communication skills, strong work ethic, problem-solving ability, and leadership qualities. Dependable worker equipped for fast-paced work and changing of daily needs. .
Overview
11
11
years of professional experience
Work History
Participant Relationship Manager
Morgan Stanley, Wealth Management
02.2023 - 01.2024
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Maintained knowledge on banking products and distribution to provide optimal service support.
Customer Experience Associate
Upstart
09.2021 - 11.2022
Utilizing effective verbal communication and problem-solving skills to handle customer service inquiries
De-escalating irate customers in a courteous and professional manner
Reviewed borrower accounts to determine hardship eligibility
Provided a unique borrower experience by calming concerns around payments and supporting our borrowers through the life of their loan
Assisted with training of new procedures.
Office Assistant - Post Closing
Priority Mortgage
03.2021 - 09.2021
Scan mortgage documents into a database and export into specific formats
Answered calls & scheduled meetings for realtors
Pull appraisal bills, run fees, and collect first pays and calculate interest payments
Audited old account files to ensure following all compliance laws
Print transmittals, ship documents to multiple companies daily
Check mortgages and title policies for accuracy
Handle PPD’s and PA’s on a daily basis
Receptionist duties.
Billing Team Agent
Discover Financial Services
08.2019 - 03.2021
Document Customer Files
Utilizing effective verbal communication and problem-solving skills to handle customer service inquiries
Actively listening to each customer with patience and courtesy to find out their needs
De-escalating irate customers in a courteous and professional manner
Submitting the necessary information to investigate an unwanted charge.
Lead Generation Specialist
J.P Morgan Chase
04.2019 - 06.2019
Effectively building rapport with consumers on the phone about their current mortgage needs
Transfer qualified prospects to mortgage bankers
Manage follow-up with mortgage bankers’ prospects
Review customer Profile forms to identify prospects
Manage pre-qualifications leads
Manage Contract Central alerts.
Customer Service Specialist
Verizon Wireless
10.2016 - 04.2019
Actively listening to each customer with patience and courtesy to find out their needs
Using the troubleshooting and my problem-solving skills to come up with solutions to a customer’s problem
Build customer relationship to retain/gain company loyalty
Assuring the customer that the solution I’ve provided is the best choice
Informing customers on the latest and greatest at the company from phone plans to devices.
Sales Coordinator
Holiday Inn Express & Suites Columbus Easton
04.2013 - 06.2016
Handle day to operations such as creating reservations, updating pre-existing reservations, answering phone calls and transferring when needed, maintain a well-organized and clean work area
Training new employees
Maintain daily front desk operations using Opera Property Management Systems
Utilize my knowledge of Easton and the Columbus area to suggest activities and plans for an enjoyable visit
Assist the Director of Sales by contacting leads and future guests
Manage and prepare BEOs
Ensure meetings and group bookings are successful by maintaining communication with the main person of contact.
Education
Associate of Applied Business in Travel & Hospitality -
Bradford School
Columbus, Ohio
10.2011
Skills
Solution Management
Client Engagement
Value Selling
Customer Relationships
Customer Service
Service Support
Policy Management
Complaint Resolution
Account Updating
Data Collection
Service Recommendations
Escalation Management
References
References available upon request
Timeline
Participant Relationship Manager
Morgan Stanley, Wealth Management
02.2023 - 01.2024
Customer Experience Associate
Upstart
09.2021 - 11.2022
Office Assistant - Post Closing
Priority Mortgage
03.2021 - 09.2021
Billing Team Agent
Discover Financial Services
08.2019 - 03.2021
Lead Generation Specialist
J.P Morgan Chase
04.2019 - 06.2019
Customer Service Specialist
Verizon Wireless
10.2016 - 04.2019
Sales Coordinator
Holiday Inn Express & Suites Columbus Easton
04.2013 - 06.2016
Associate of Applied Business in Travel & Hospitality -
Senior Registered Client Service Associate at Morgan Stanley, Wealth ManagementSenior Registered Client Service Associate at Morgan Stanley, Wealth Management
Vice President, Reliability Engineering at Morgan Stanley (Wealth Management)Vice President, Reliability Engineering at Morgan Stanley (Wealth Management)