Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
14
14
years of professional experience
Work History
Mortgage Secondary Marketing
Citizens Bank/Investors Bank
Garwood, New Jersey
02.2010 - 11.2023
Maintained accurate records of all transactions related to Secondary Marketing operations.
Processed loan requests promptly and efficiently according to established procedures.
Provided excellent customer service by addressing inquiries in a timely manner.
Answered questions and advised customers regarding loans and transactions.
Filed and maintained loan records.
Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
Developed and maintained relationships with clients to ensure commission accuracy.
Analyzed customer data to determine eligibility for commission payments.
Resolved discrepancies between sales and finance teams regarding commissions due.
Conducted research on various products and services in order to accurately calculate commissions earned.
Created reports detailing commission amounts owed to customers based on their performance.
Maintained records of all commission payments made to customers, including those that were delayed or denied.
Provided technical support for customers in understanding how their commissions are calculated and when they should be received.
Responded quickly to customer inquiries related to the status of their commission payments.
Processed requests from customers for adjustments or corrections to their commission payments in a timely manner.
Collaborated with sales representatives and other personnel in order to resolve disputes over commission payments within company policy guidelines.
Prepared detailed reports summarizing all incoming and outgoing transactions involving commissions paid out or received by customers.
Communicated regularly with senior management regarding changes or updates needed regarding the processing of commissions earned by customers.
Education
High School Diploma -
David Brearley High School
Kenilworth, NJ
06-1985
Skills
Price Structuring
Data Collection
Continuous Improvement
Customer Service
Problem-Solving
Attention to Detail
Reliability
Self Motivation
Multitasking
Professional Demeanor
Microsoft Excel
Affiliations
I am a mother of 4 grandmother of 3 that loves to vacation with my family. My spare time when not with family is spent reading or crafting.
References
References available upon request.
Timeline
Mortgage Secondary Marketing
Citizens Bank/Investors Bank
02.2010 - 11.2023
High School Diploma -
David Brearley High School
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