Jene Walker

October 2022 – Present

• Support Relationship Managers in resolving operational issues related to customer accounts.

• Provide suggestions to improve and maintain ongoing relationships with customers.

• Prepare loan reports, packages, checklists, and forms to facilitate documentation processes.

• Perform administrative, operational, and customer support tasks related to documentation.

• Act as a liaison between internal teams to resolve moderately complex customer concerns.

• Assist in customer solicitation, follow-ups, and issue resolution.

• Collaborate with peers and management to achieve organizational goals and deliver efficient customer support.

• Exercise independent judgment while gaining knowledge of functions, policies, and compliance requirements.

• Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
• Answered multi-line phone system and enthusiastically greeted callers.
• Maintained daily report documents, memos and invoices.
• Scheduled appointments and conducted follow-up calls to clients.
• Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
• Entered data into system and updated customer contacts with information to keep records current.
• Maintained electronic filing systems and categorized documents.
• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Provided clerical support to company employees by copying, faxing, and filing documents.
• Managed executive calendars, scheduling appointments and meetings to optimize time management.
• Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
• Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
• Maintained accurate records of office expenses, assisting in budget preparation and cost control efforts.
• Promoted a positive image of the organization through clear communication both internally with colleagues and externally with clients.
• Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
• Coordinated meetings and events, arranging logistics for over 50 corporate gatherings.
• Provided comprehensive support to new staff, facilitating faster integration into team.

October 2022 – Present

• Support Relationship Managers in resolving operational issues related to customer accounts.

• Provide suggestions to improve and maintain ongoing relationships with customers.

• Prepare loan reports, packages, checklists, and forms to facilitate documentation processes.

• Perform administrative, operational, and customer support tasks related to documentation.

• Act as a liaison between internal teams to resolve moderately complex customer concerns.

• Assist in customer solicitation, follow-ups, and issue resolution.

• Collaborate with peers and management to achieve organizational goals and deliver efficient customer support.

• Exercise independent judgment while gaining knowledge of functions, policies, and compliance requirements.

• Managed and improved databases while supporting agent development through coaching.

• Ensured data integrity and upheld business knowledge standards through continuous training.

• Resolved customer inquiries, met service standards, and initiated referrals for expedited resolutions.

• Suggested improvements to service center processes and maintained high-quality documentation in case management systems.