Justin Bowman
Riverside,CA
Summary
Detail-oriented Account Coordinator seeking to leverage my strong organizational and interpersonal skills to contribute to a dynamic company's success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Account Coordinator
Deluxe Media Entertainment
02.2022 - 05.2023
- Assisted in managing and servicing portfolio of client accounts, ensuring their satisfaction and retention.
- Acted as main point of contact between clients and internal teams, facilitating communication and delivering project updates.
- Collaborated with cross-functional teams to ensure successful project execution, including localization and distribution.
- Maintained detailed records of client interactions and project progress, using various project management software.
- Assisted in identifying and resolving issues or bottlenecks that could impact project timelines or quality.
- Prepared and presented reports on account status and performance to clients and internal stakeholders.
- Escalated issues to appropriate channels as necessary.
- Coordinated meetings, calls and demos for 80-person account management team.
- Analyzed invoices to detect discrepancies, duplicate payments and overpayments.
- Facilitated weekly status reports, project documentation and client billing.
- Updated internal databases with account information to maintain concise, clear records.
Loan Coordinator
Amerihome Mortgage
08.2019 - 08.2021
- Developed strong relationships with customers through high levels of customer service.
- Maintained strict confidentiality of bank records and client information.
- Collaborated with other departments to promptly process loan applications.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Monitored performance of existing loan portfolios to identify and address any issues.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Examined customer loan applications for loan approvals and denials.
- Utilized risk management strategies to attain high loan approval rates.
- Explained very technical financial information to applicants in easy to understand language.
- Helped college students obtain financial aid through loan programs.
- Managed over 50 customer calls per day.
Education
Master of Arts - Public Relations
California Baptist University
Riverside, CA05.2013
Bachelor of Arts - Communication Studies
California Baptist University
Riverside, CA05.2012
Skills
- Customer Account Review
- Client Meetings
- Account Coordination
- Recordkeeping Requirements
- Customer Service
- Handling Complaints
- Accurate Recordkeeping
- Staff Training
- Account Retention
- Account Management
- Training and Development
- Clerical Support
Certification
- Community College Teaching Certificate, Cal State University Dominguez Hills - 03/2022 - 12/2022
Timeline
Account Coordinator
Deluxe Media Entertainment
02.2022 - 05.2023
Loan Coordinator
Amerihome Mortgage
08.2019 - 08.2021
Master of Arts - Public Relations
California Baptist University
Bachelor of Arts - Communication Studies
California Baptist University
- Community College Teaching Certificate, Cal State University Dominguez Hills - 03/2022 - 12/2022
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