Lindsey Morris
Zebulon,NC
Summary
Client Support Servicing Specialist with a proven track record at Truist, excelling in loan processing and customer service. Skilled in relationship building and time management, I effectively resolved client inquiries and ensured compliance, enhancing client satisfaction and operational efficiency. Committed to delivering exceptional support and fostering strong client relationships.
Overview
4
4
years of professional experience
Work History
Client Support Servicing Specialist
Truist
09.2022 - 10.2025
- Provided support to clients by resolving inquiries and issues efficiently.
- Assisted in processing transactions, ensuring compliance with company policies.
- Maintained accurate records of customer interactions and transactions.
- Developed knowledge of financial products to better serve client needs.
Loan Officer
Century Finance
06.2021 - 09.2022
- Evaluated borrower creditworthiness and financial history to determine loan eligibility.
- Assisted clients in completing loan applications, ensuring accuracy and compliance with regulations.
- Collaborated with underwriting teams to facilitate timely loan processing and approvals.
- Provided exceptional customer service, addressing inquiries and resolving issues efficiently.
Education
High School Diploma - Dental Assistant I
Fike High School
Wilson NC12.2018
Skills
- Loan processing expertise
- Customer service
- Time management
- Team collaboration
- Verbal and written communication
- Loan servicing
- Relationship building
Timeline
Client Support Servicing Specialist
Truist
09.2022 - 10.2025
Loan Officer
Century Finance
06.2021 - 09.2022
High School Diploma - Dental Assistant I
Fike High School