Podio
Customer Care Manager
Bevel Financial
11.2022 - 06.2024
- Delivered personalized onboarding experiences for new customers, fostering loyalty and long-term satisfaction.
- Streamlined customer onboarding process for improved efficiency and reduced turnaround time.
- Maintained client files with financial documents, records of client interactions, client notes, and other information in CRM system.
- Adapted quickly to changing business needs by revising processes for increased flexibility and scalability in service delivery.
- Built positive client relationships by responding to inquiries, identifying and assessing clients' unique needs, resolving problems, and following up with potential and existing clients.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Partnered with cross-functional teams such as operations, underwriting, and sales to ensure seamless communication and efficiency throughout the loan process.
- Reduced processing time for loan applications by promptly collecting necessary documentation from clients.
- Provided exceptional customer service, addressing any questions or concerns pertaining to required documentation for loans.
- Achieved faster turnaround times with diligent follow-up on pending documents from clients and third-party agencies.
- Supported supervisors in identifying areas of improvement within the loan document collection workflow, leading to increased efficiency levels across the team.
- Served as a reliable point of contact for clients throughout the loan process, reinforcing trust and loyalty towards the company.
- Assisted in expediting the loan approval process by promptly submitting verified documents to underwriters.
- Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
