Jerryson Cesar

• Managed escalated customer issues to management for appropriate action to be taken.
• Followed up on customer interactions to maintain customer communication and successfully close resolved issues.
• Monitored and analyzed customer feedback to track patterns in feedback and report areas for improvement to management.
• Served as Credit Analyst in collaboration with other departments to meet customer needs.
• Mentored new hires, resulting in stronger staff development and increased productivity.
• Responded to all client inquiries and asked appropriate questions to facilitate resolution.
• Uses Salesforce, Jira, PowerBI, Excel and CXOne as primary platforms to effectively drive client resolution.
• Communicate in-depth Knowledge on Solar Installation, Solar financing platform, solar process, and solar qualifications.
  Handle Chat, Email, Hubspot and Phone Inquiry.

• Originate, review, process, close and administer customer loan proposals.
• Performed loan approvals and denials based on customer loan application reviews.
• Explain different types of loans pertaining to client financial situations.
• Increased loan files and updated to match current standards.
• Work with underwriters and Loan Processor's to adhere to regulations and ensure clients loan eligibility.
• Established strong rapport and customer relationships.

Navigated in various roles to meet customer needs such as:

• Managed customer inquiries regarding account balances, transaction history, services charges and interest rates.
• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
• Identified sales opportunities and pursued appropriate avenue to maximize customers financial needs.
• Represented bank at community events to establish strong ties and promote business.
• Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
• Performed loan servicing functions to check compliance with applicable terms and conditions.
• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.