Summary
Overview
Work History
Skills
Timeline
Generic

LAUREN SWEARENGIN

Fullerton,CA

Summary

Detail-oriented and organized professional with extensive experience in client relationship management, documentation, auditing, and records maintenance. Proficient in managing sensitive data, maintaining accurate records, and performing audits to ensure compliance. Strong communicator with a proven track record in collaborating with cross-functional teams to enhance operational efficiency.

Overview

6
6
years of professional experience

Work History

Customer Success Manager

Aplos
Fullerton, CA
03.2024 - Current
  • Maintained and updated 600+ customer contracts, ensuring all records were accurate and up to date.
  • Managed client documentation and contracts, regularly updating paperwork for accuracy and contract renewals.
  • Collaborated with internal teams to streamline record-keeping processes, enhancing overall efficiency.
  • Created reports outlining customer usage and retention metrics.
  • Gathered insights from customers through surveys, interviews, focus groups.
  • Met with customers to discuss best practices and drive outcomes.

Customer Success Manager

Deputy
Remote, CA
10.2022 - 02.2024
  • Oversaw records of 100+ client accounts, ensuring all documentation was compliant and properly filed.
  • Implemented a CRM system to streamline communication and maintain accurate records of client interactions.
  • Conducted regular audits of customer accounts, identifying and correcting inconsistencies.
  • Coordinated cross-functional efforts to ensure proper documentation of client contracts and agreements.
  • Worked closely with marketing team to create content that educates customers about our services.
  • Managed customer inquiries and complaints in a professional manner.

Client Success Manager

ConsumerAffairs
Remote, CA
01.2022 - 08.2022
  • Maintained records for 70+ Mid-Market and Enterprise Clients, overseeing their contracts and ensuring all documentation was accurately organized and securely stored.
  • Boosted client satisfaction by working cross functionally with SEO, Marketing, and Lead Generation Teams to address concerns.
  • Created client success plans tailored to individual needs and goals.

Mortgage Loan Officer

Better.com
Remote, CA
01.2021 - 01.2022
  • Managed sensitive client documentation from initial inquiry to contract closure, ensuring accuracy throughout the process.
  • Negotiated and finalized client agreements, maintaining meticulous records of all interactions and contractual changes.
  • Maintained accurate records in computer database system during loan origination process.
  • Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.
  • Ensured compliance with all federal, state and local regulations related to mortgage lending.

Personal Banker

Wells Fargo
Anaheim, CA
10.2018 - 01.2021
  • Ensured compliance with banking regulations by meticulously maintaining and auditing bank records, adhering to strict internal guidelines.
  • Maintained accurate records of all transactions conducted throughout the day.
  • Analyzed financial documents provided by customers to determine their needs.
  • Followed operational standards, promoting security, risk management and compliance.
  • Maintained position of trust and responsibility by keeping customer business confidential.

Skills

  • Records Management
  • Document Auditing
  • Contract and Records Updates
  • Client Documentation Compliance
  • Reporting and Analysis
  • Proficient in Microsoft Office Suite (Excel, Word, Powerpoint)
  • Confidential Materials Handling

Timeline

Customer Success Manager

Aplos
03.2024 - Current

Customer Success Manager

Deputy
10.2022 - 02.2024

Client Success Manager

ConsumerAffairs
01.2022 - 08.2022

Mortgage Loan Officer

Better.com
01.2021 - 01.2022

Personal Banker

Wells Fargo
10.2018 - 01.2021

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LAUREN SWEARENGIN