With over 15 yrs. of community and property management of Homeowner and Condo Associations Excellent communication and interpersonal skills. I have a proven ability to manage old and new accounts with a solid background in call center and account management. Able to keep detailed records. Knowledgeable in office management with the ability to implement training plans for teams under my supervision. Self managing and very motivated, meticulous.
Hi, I’m
LaMont E. Crumpler
Financial Associate II
Raleigh,NC
Summary
Overview
18
years of professional experience
Work History
Fidelity InvestmentsDurham, NC
Financial Associate II Multi Product
11.2021 - Current
Job overview
- Solid ability to assist and educate participants regarding their Pension and 401k disbursements
- Seamlessly Demonstrate a very strong customer service experience
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Updated account information to maintain customer records.
- Handled customer inquiries and suggestions courteously and professionally.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Utilized customer service software to manage interactions and track customer satisfaction.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Sought ways to improve processes and services provided.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Lemmon Tree Community MgmtRaleigh, NC
Assistant Manager
08.2005 - Current
Job overview
- In day-to-day operation of Community & Office Associations
- Responsible for Office Management as needed
- Responsible for examining all invoices required
- Issue closing verification to Realtors and Attorneys
- Responsible for Inspecting homes and Common areas, collections, run backgrounds checks, logistics and supervise vendors
- Responsible for managing data and setting goals and with proper implementation
- Responsible for conducting meeting with clients
- Mediate sometimes complicated situations between Association owners, landlord and their tenant
- Assist BOD (Board of Directors) with preparing budget for coming years and monthly management reports
- Accountability: Able to take responsibility for all work activities and personal actions
- Developing Others: The ability to delegate responsibilities, work with others and coach them to develop their capabilities\
- Mentored team members to enhance professional development and accountability in workplace.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Monitored security to protect employees, customers and property.
- Increased employee performance and job satisfaction to strengthen retention and engagement.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strategy to increase sales and drive profits.
- Created employee schedules to align coverage with forecasted demands.
- Made hiring recommendations to increase company's productivity and profitability with quality workers.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Reviewed sales and gross profit report to assess company efficiency.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
IBMDurham, NC
Loan and Mortgage Associate
04.2012 - 10.2017
Job overview
- Call center with IBM where duties require me to offer superior customer Service and meet company "Metrics" consistently.
- Developed customer service policies and procedures to meet and exceed industry service standards.
- Processed customer service orders promptly to increase customer satisfaction.
- Regularly clarified customer issues and determined root cause of problems to resolve or service complaints without having to escalate to hierarchy.
AppleRaleigh, NC
Sales Representative
06.2011 - 06.2012
Job overview
- Worked under the sales department where I maintained impressive and consistent "Metrics"
- Regarded as the "Top" sales performer the entire time of employment
- Awarded top sales representative consecutively by providing great customer service and exhibited excellent positioning skills.
- Assisted call-in customers with questions and orders.
- Described product highlights and benefits to help guide purchasing decisions.
- Stayed current on company [Product or Service] options to promote offerings during regular service connections.
- Cultivated and strengthened account relationships to achieve and exceed company targets.
- Set and achieved company defined sales goals.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
Cleggs Pest ControlRaleigh, NC
Sales Inspector
02.2007 - 04.2011
Job overview
- Proven closer with the ability to consistently meet and exceed individual sales goals
- Averaging a 75% closing rate on sales leads given by company
- Able to satisfy customer when they are affected by mistakes that arise within the sales order
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responsible for account management by educating and helping clients to calculate cost of product against their earnings in-order to procure affordable financing
- Position consisted of 90% travel
- Responded to customer requests for products, services, and company information.
Education
Central Carolina Community College, Orange High School
from Raleigh
University Overview
Skills
Complaint resolution
undefinedTimeline
Financial Associate II Multi Product
Fidelity Investments
11.2021 - Current
Loan and Mortgage Associate
IBM
04.2012 - 10.2017
Sales Representative
Apple
06.2011 - 06.2012
Sales Inspector
Cleggs Pest Control
02.2007 - 04.2011
Assistant Manager
Lemmon Tree Community Mgmt
08.2005 - Current
Central Carolina Community College, Orange High School
from Raleigh
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