Jillian Ricketts
Murrieta,CA
Summary
Accomplished Account Manager with a proven track record at The Funding Company, enhancing client satisfaction and retention through exceptional account management and customer service. Skilled in teamwork and collaboration, successfully managed diverse portfolios and resolved complex issues, boosting client loyalty. Expertise in client relations and problem-solving, significantly contributed to revenue growth and operational efficiency.
Overview
22
22
years of professional experience
Work History
Account Manager
The Funding Company
03.2013 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Mortgage Loan Officer
CashCall Mortgage
12.2020 - 09.2023
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Lead Sales Agent
Titan Auto Insurance
05.2007 - 03.2013
- Assisted call-in customers with questions and auto insurance policies.
- Increased sales revenue by implementing effective sales strategies and building strong client relationships.
- Increased sales and customer satisfaction through personalized servicing.
- Performed cold-calling and follow-ups with leads to secure new revenue.
Assistant Store Leader
See’s Candies
11.2003 - 04.2007
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
- Rotated merchandise and displays to feature new products and promotions.
Assistant Store Manager
Hollywood Video
10.2002 - 04.2004
- Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Provided weekly work schedules to employees to accommodate business demands and vacation requests.
Education
Bachelor of Arts - Business Management
University of Arizona Global Campus
05.2025
High School Diploma -
Hemet High School
Hemet, CA06.2003
Skills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
Timeline
Mortgage Loan Officer
CashCall Mortgage
12.2020 - 09.2023
Account Manager
The Funding Company
03.2013 - Current
Lead Sales Agent
Titan Auto Insurance
05.2007 - 03.2013
Assistant Store Leader
See’s Candies
11.2003 - 04.2007
Assistant Store Manager
Hollywood Video
10.2002 - 04.2004
Bachelor of Arts - Business Management
University of Arizona Global Campus
High School Diploma -
Hemet High School
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