Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. 20+ years of experience in organizational leadership & communications, program management executive administrative functions. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
18
18
years of professional experience
Work History
Customer Service Representative
White Drive Products
08.2022 - Current
Receives 30+ phone calls per day, domestic and international, from customers with various questions and inquires about company's products and services
Collaborates with other sales, transportation, fulfillment and warehouse teams to ensure customer expectations are met
Conducts analysis of customer forecast, trends, and contract details to ensure the company is meeting their needs
Reconciles inventory for customers to review for timely stock counts
Handles quality issues or questions with an excellent level of services and communication
Ensures customers pay their invoices and correct tariff charges
Enters new purchase orders
Utilize SAP to maintain organization and effective workflow
Oversees accounting functions for accounts up to 1.5 million, to record and report company's financial transition.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Facilitated client satisfaction and renewed customer relations to drive growth.
Customer Service Representative
Manpower Temporary Services
03.2022 - 08.2022
Receives 30+ phone calls per day, from customers with various questions and inquires about company's products and services
Collaborates with other sales, transportation, fulfillment and warehouse teams to ensure customer expectations are met
Conducts analysis of customer forecast, trends, and contract details to ensure the company is meeting their needs
Reconciles inventory for customers to review for timely stock counts
Handles quality issues or questions with an excellent level of services and communication
Ensures customers pay their invoices and correct tariff charges
Enters new purchase orders
Utilize SAP to maintain organization and effective workflow
Oversees accounting functions for accounts up to 1.5 million, to record and report company's financial transition.
Responded to customer requests for products, services, and company information.
Loan Processor
First Financial
08.2021 - 03.2022
Evaluated loan processing training materials to include appraisal, insurance verification and credit approval to ensure best practice policies are being upheld
Analyzed ledgers and numerous accounts for A/P tracking and business revenue optimization
Subject Matter Expert for customer inquires on account loan processing questions and qualifiers
Prepared documents for underwriting by verifying client income, credit reports, and other information.
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Set up and completed loan submission packages.
Utilized loan origination software to process and track loan applications.
Provided quick turnaround times to maintain fast-past schedule.
Mortgage Loan Processor
F&M Bank
08.2020 - 08.2021
Streamlined processing for loan based service by priority of applicants in order to meet branch goals
Prioritized financial loan tasks with 100% compliance for federal and state regulations
Capitalized on training and development to grow expertise in loan processing services to maximize loan closure rate
Served as a liaison among businesses, internal staff and clients to ensure effective communication
Utilize Encompass software to maintain organization and effective workflow.
Handled any conditions sent from underwriting departments.
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Reviewed financial statements and contacted institutions and customers to clarify details.
Developed comprehensive understanding of loan processing regulations and laws to be fully compliant.
Received on-going, comprehensive training on home loan products and mortgage process.
Maintained accurate records of loan processing activities and documents in CRM system.
Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
Set up, stored and updated customer files, department records and regulatory paperwork.
Senior Loan Processor
United Southern Bank
04.2011 - 08.2020
Evaluated loan processing training materials to include appraisal, insurance verification and credit approval to ensure best practice policies are being upheld
Analyzed ledgers and numerous accounts for A/P tracking and business revenue optimization
Subject Matter Expert for customer inquires on account loan processing questions and qualifiers
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Provided quick turnaround times to maintain fast-past schedule.
Reviewed financial statements and contacted institutions and customers to clarify details.
Evaluated approvals against established bank and government lending standards.
Developed and maintained relationships with customers and loan officers to establish smooth loan process.
Set up and completed loan submission packages.
Collaborated with loan officers to develop strategies for managing loan application processing.
Assistant Branch Manager
Fort Campbell Federal Credit Union
01.2006 - 01.2010
Collaborated with Branch manager to provide oversight in branch management at the highest level of service
Led full cycle recruitment funnel to attract qualify candidates for branch operations
Organized scheduling and staff maximizing resources to reduce staffing costs and maintain an excellence in customer service
Set a training standard for all associates with implementation of performance metrics and feedback
Trained and developed new team members in alignment with branch service standards and objectives.
Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Developed and managed employee schedules, balancing individual requests and requirements with business needs.
Demonstrated knowledge of branch financial products, loans and lines of credit.
Submitted loan applications to underwriter for verification and recommendation.
Education
Bachelor of Applied Science - Business Administration / Human Resources
Southern New Hampshire University
Manchester, NH
Associate of Science - Human Services
Hopkinsville Community College
Hopkinsville, KY
Skills
Organizational Leadership
Cross-functional Team Collaboration
Recruitment
Training and Development
Microsoft Office Suite
Customer Relations
Active Listening
Paperwork Processing
Call Management
Account Updating
Complaint Resolution
Data Collection
Report Generation
Product Knowledge
Money Handling Abilities
Customer Relationship Management (CRM)
Order Fulfillment
Conflict Resolution
Timeline
Customer Service Representative
White Drive Products
08.2022 - Current
Customer Service Representative
Manpower Temporary Services
03.2022 - 08.2022
Loan Processor
First Financial
08.2021 - 03.2022
Mortgage Loan Processor
F&M Bank
08.2020 - 08.2021
Senior Loan Processor
United Southern Bank
04.2011 - 08.2020
Assistant Branch Manager
Fort Campbell Federal Credit Union
01.2006 - 01.2010
Bachelor of Applied Science - Business Administration / Human Resources
Southern New Hampshire University
Associate of Science - Human Services
Hopkinsville Community College
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