Knowledgeable and dedicated customer service professional with extensive experience in oral and written communication. Motivated to maintain and excel in customer satisfaction, contributing to the company's success. Specialize in time management, fast-paced environments, and conflict resolution, with a passion for developing relationships, cultivating partnerships, and growing businesses.
Overview
10
10
years of professional experience
Work History
Senior Client Experience Manager
United Healthcare Group
03.2023 - Current
Successfully managed multiple concurrent accounts and tasks, prioritizing effectively to meet deadlines while maintaining high-quality standards.
Completed the resolution of complex client issues, earning a reputation for going above and beyond to ensure satisfaction.
Communicated with assigned accounts, set expectations and negotiated priorities.
Evaluated client feedback data to identify areas of improvement and prioritized resources accordingly, resulting in continuous enhancement of the customer experience.
Built strong internal partnerships with sales, marketing, operations, and other departments to align on best practices for enhancing the overall client experience.
Developed long-lasting client relationships through providing exceptional service and personalized attention.
Took ownership of customer issues and followed problems through to resolution.
Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
Kept accurate records to document customer service actions and discussions.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Senior Loan Processor
CrossCountry Mortgage, LLC
02.2022 - Current
Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
Upheld complete confidentiality of all submitted information according to release guidelines.
Provided quick turnaround times to maintain fast-past schedule.
Evaluated approvals against established bank and government lending standards.
Reviewed financial statements and contacted institutions and customers to clarify details.
Handled any conditions sent from underwriting departments.
Set up and completed loan submission packages.
Lead Processor
Paramount Residential Mortgage Group, Inc.
02.2016 - 02.2022
Reviewed financial statements and contacted institutions and customers to clarify details.
Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
Upheld complete confidentiality of all submitted information according to release guidelines.
Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
Maintained compliance with privacy and security requirements, as well as federal statutes covering government loans.
Completed denial and cancellation procedures on applicable files.
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Handled any conditions sent from underwriting departments.
Consulted with outside vendors to identify and resolve loan closing issues.
Title Examiner/Closing Prep
Town N' Country Title
07.2015 - 02.2016
Prepared closing disclosures, post-closing records and disbursements.
Reviewed legal documents such as mortgage loans, title liens and property easements to assess relevant property factors.
Checked accuracy and completeness of registration documents and rejected unacceptable packages.
Contacted appropriate agencies to complete searches, order records and obtain documents.
Identified title encumbrances and detailed plans for correcting issues and clearing titles for planned changes.
Education
High School Diploma -
Seymour Community High School
Seymour, WI
2010
Skills
Excellent workflow management
Adaptable, responsive and receptive
Effective in multitasking
Experience in quick issue resolution
Great verbal and written communication
Utilizes and researches all resources available
Meets deadlines
Efficient at quick learning
Excellent at scheduling and coordinating calls
High expectations of oneself
Accomplishments
2020 Midwest Loan Processor of the year, PRMG.
Timeline
Senior Client Experience Manager
United Healthcare Group
03.2023 - Current
Senior Loan Processor
CrossCountry Mortgage, LLC
02.2022 - Current
Lead Processor
Paramount Residential Mortgage Group, Inc.
02.2016 - 02.2022
Title Examiner/Closing Prep
Town N' Country Title
07.2015 - 02.2016
High School Diploma -
Seymour Community High School
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