Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Katie L Roberson

Cookeville,TN

Summary

Proven efficient leader centered on improving the teammate and client experience in the financial call center industry. As a leader, my primary objective it to support the functioning of business operations by managing teammates, coordinating operations, and ensuring exceptional customer service. I aim to create a positive and productive work environment by communicating kindly and regularly with teammates, setting clear goals, and monitoring performance. My personal purpose is to create an environment where every teammate feels valued, supported, and empowered to build better lives for themselves, others, and communities. I inspire and build better lives and communities by fostering a culture of collaboration, growth, and empowerment with a goal to identify and drive change.

Overview

6
6
years of professional experience

Work History

Commercial Complex Research Specialist

TRUIST
Cookeville, Tennessee
02.2024 - Current
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
  • Resolved customer complaints via phone, email or social media.
  • Analyzed customer complaints and service trends to identify and correct systematic issues.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Presented existing and prospective customers with valuable service or product information to aid in decision-making.

Loan Servicing Coach II

Truist
Cookeville, Tennessee
11.2022 - 02.2024
  • Overseeing daily operations, coaching teammates, ensuring compliance with banking regulations, and providing exceptional customer service from my team
  • Also responsible for analyzing stats, identifying trends, and developing strategies to improve the team’s performance
  • Developed and delivered training curriculum for loan servicing functions and processes
  • Coached loan servicing personnel to ensure teammates are meeting customer service objectives
  • Monitored quality control and performance of loan servicing teammates; provided feedback to ensure compliance with established policies and procedures
  • Team ranked number 3 out of 12 teams with an overall score of 104.8%
  • Investigated customer complaints; implemented corrective action as needed
  • Assisted in the development of loan servicing forms, policies, and procedures
  • Participated in the T3 Innovator Lab - Loan Servicing Sprint to collaborate with executives and partners to identify areas of improvement
  • This led to presenting a capstone presentation for senior leadership of our recommendations of resolving
  • Multiple procedural changes have occurred since this sprint
  • Generated reports and analyzed data to identify areas of improvement and recommend solutions
  • Collaborated with other departments to develop performance improvement initiatives and ensure customer satisfaction
  • Efficient rating on all compliance and regulatory audits

Premier and Wealth Specialist

Truist
01.2022 - 11.2022
  • Provided exceptional customer service to our Premier and Wealth clients daily
  • Ensuring bank policies and procedures are followed for all scenarios
  • Trained in Consumer Care, Digital Support, Loan Servicing, as well as Account Security & Claims
  • Developed relationships with clients and provided exceptional customer service
  • Communicated effectively with customers to identify their needs and provided accurate product information

Consumer Care Specialist

Truist
01.2019 - 01.2022
  • Provided exceptional customer service to our retail consumer clients daily
  • Presented product recommendation to better the client’s life and find an open opportunity
  • Participated in leading/presenting in team meeting
  • Participated in the Quality Committee to provide procedural clarification and reminds for my fellow teammates
  • Resolved customer issues in a timely and professional manner, while maintaining a high level of customer service
  • Participated in product training to stay up to date on new products and services
  • Met and exceeded customer service standard metric while efficiently attending to customer needs

Education

High School Diploma -

Cookeville High School
Cookeville, Tennessee
05-2016

Skills

  • Strategic Planning and Problem Solving
  • Leadership
  • Organization and Efficiency
  • Productivity/Efficiency Improvements
  • Regulatory/Auditory Compliance
  • Change/Adaptability

Timeline

Commercial Complex Research Specialist

TRUIST
02.2024 - Current

Loan Servicing Coach II

Truist
11.2022 - 02.2024

Premier and Wealth Specialist

Truist
01.2022 - 11.2022

Consumer Care Specialist

Truist
01.2019 - 01.2022

High School Diploma -

Cookeville High School
Katie L Roberson