Julee Walker
New Iberia,LA
Summary
Dynamic Senior Consumer Loan Specialist with a proven track record at Republic Finance, excelling in loan origination and customer relationship management. Adept at enhancing client satisfaction and retention, I leverage strong communication skills and attention to detail to exceed sales goals and streamline processes, driving significant increases in loan applications.
Overview
28
28
years of professional experience
Work History
Senior Consumer Loan Specialist
Republic Finance
Abbeville, LA
02.2019 - Current
- As a Senior Consumer loan specialist, my primary responsibility is to ensure a positive customer service experience.
- Developed strong customer relationships, enhancing client retention and satisfaction.
- Focused on meeting and exceeding sales goals.
- Conducted outreach to current, previous, and potential clients, resulting in increased loan applications.
- Processed applications for consumer loans.
- Established payment plans to address account delinquencies, improving collection rates.
- Greeted and assisted visitors with professionalism and warmth.
- Managed multi-line phone system, directing calls to appropriate departments.
- Streamlined document organization to ensure easy access and retrieval
Customer Service Representative II
AT&T wireless
Lafayette, LA
12.2001 - 02.2019
- Effectively handles customer questions, complaints, and billing inquiries with the highest degree of courtesy and professionalism
- Resolved customer issues on first call to enhance satisfaction.
- Facilitated seamless business transactions to improve customer experience.
- Communicates with customers using web-based tools
- Supports customers in opening new accounts and upgrading existing service.
- Solved customer challenges promptly to maintain service standards.
Clerical Specialist II
Regions bank
New Iberia, LA
08.1998 - 10.2001
- Processed commercial loan payoffs to ensure timely account closure
- Tracked insurance for bank loans to ensure compliance
- Checked out loan files to loan officers for accurate application handling
- Managed disability claims for loan applications, expediting approval process
- Submit and file paperwork with the Clerk of courts office
Education
High school diploma -
New Iberia Senior High School
New Iberia, LA01.1999
Skills
- Loan origination and regulatory compliance
- Sales and customer service
- File management and organization
- Computer proficiency
- Attention to detail
- Communication skills
- Customer relationship management
- Critical thinking
Timeline
Senior Consumer Loan Specialist
Republic Finance
02.2019 - Current
Customer Service Representative II
AT&T wireless
12.2001 - 02.2019
Clerical Specialist II
Regions bank
08.1998 - 10.2001
High school diploma -
New Iberia Senior High School