Jennifer Schultz
Grimes
Summary
Dedicated and personable Customer Service Representative II with over 30 years of experience delivering high-quality support in fast-paced environments. Proven ability to handle complex customer inquiries, resolve issues efficiently, and exceed satisfaction goals. Skilled in CRM systems, conflict resolution, and cross-functional collaboration. Recognized for strong communication skills, attention to detail, and a commitment to continuous improvement. Adept at balancing empathy and efficiency to enhance the customer experience and support team success.
Overview
25
25
years of professional experience
Work History
Customer Service Representative
Golden Rule Heating Cooling Plumbing
05.2022 - Current
- Outbound telephone calls to customer’s that have a Gold Club Membership and book their appointments that are part of Golden Rule’s Gold Club Membership
- Promotion: 10/2024 Promoted to Customer Service Representative 2.
- Consistently the top selling and call taking representative in the company
- Sent to Kansas City for Nexstar training for customer service
- Received certification
Credit Coordinator
TMC Transportation
12.2020 - 04.2023
- Have constant communication with the Logistics Sales Representatives about customer accounts.
- Made decisions and recommendations about extending lines of credit.
- Performed credit reviews on corporations to assess financial conditions.
- Improved understanding of financial statements, which helped in assessing risk.
- Process Credit Applications by sending out requests for credit and bank references.
- Monitored and followed up to receive the information needed to approve a line of credit.
- Set up or update a customer's credit account with the new information obtained.
Business Owner
Bibs To Backpacks Daycare
01.2005 - 12.2020
- Devised, deployed and monitored processes to boost long-term business success and increase profit levels.
- Responsible for all financial aspects of my business including calculating bi-weekly payroll and cash flow.
- Communicated with perspective clients and screened credentials to determine if they would be a good customer.
- Responsible for all aspects of running a daycare including understanding and implementing state regulations.
- Remained flexible with customers on an individual basis to understand and meet the needs of their child. Ex: dietary needs, physical restrictions & developmental attention.
- Maintain effective schedule balance between operating the daycare and running the business/marketing.
Mortgage Loan Processor /Assistant to Loan Officer
Next Home
08.2001 - 01.2005
- Collaborated with Loan Officer to provide timely, accurate service for clients throughout entire mortgage process in a friendly, efficient manner following outlined steps of service.
- Performed duties in accordance with all applicable standards, policies and regulatory guidelines (FHA,VA & Conventional).
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Communicated with originator and applicant concerning progress of loan file.
- Worked within tight deadlines and fast-paced atmosphere to meet monthly processing goals.
Mortgage Loan Processor
Wells Fargo Home Mortgage
04.2000 - 08.2001
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Prepared file for final clear-to-close by branch management.
- Handled any conditions sent from underwriting departments.
- Processed home mortgage applications by reviewing submissions and determining completeness of the application.
- Reviewed financial statements and contacted institutions and customers to clarify details.
Education
Bachelor of Science - Business Administration/Management
AIB College of Business
Des Moines, IA05.2000
Mortgage Loan Processor /Assistant to Loan Officer
Next Home
Urbandale, IA01.2005
Mortgage Loan Processor
Wells Fargo Home Mortgage
West Des Moines, IA08.2001
Skills
- Credit Application Review
- Business Management and Development
- Financial Acumen
- Detail Oriented
- Relationship Building
- Microsoft Office
- Customer Service
- Organization and time management
- Verbal and written communication
- Dispute resolution
Timeline
Customer Service Representative
Golden Rule Heating Cooling Plumbing
05.2022 - Current
Credit Coordinator
TMC Transportation
12.2020 - 04.2023
Business Owner
Bibs To Backpacks Daycare
01.2005 - 12.2020
Mortgage Loan Processor /Assistant to Loan Officer
Next Home
08.2001 - 01.2005
Mortgage Loan Processor
Wells Fargo Home Mortgage
04.2000 - 08.2001
Mortgage Loan Processor /Assistant to Loan Officer
Next Home
Mortgage Loan Processor
Wells Fargo Home Mortgage
Bachelor of Science - Business Administration/Management
AIB College of Business
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