Lisa Bing
Charlotte,NC
Summary
Dedicated and detail-oriented Client Lending Associate with expertise in providing exceptional customer service and managing loan applications. Seeking to leverage my strong communication and problem-solving skills in a dynamic financial institution. Proven track record of exceeding sales targets and cultivating strong client relationships to drive business growth. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
9
9
years of professional experience
Work History
Lending Client Associate
Bank of America
Charlotte, North Carolina
02.2022 - Current
- Developed strong client relationships by providing personalized lending solutions tailored to individual financial needs.
- Conducted thorough financial analysis to determine loan eligibility and ensure compliance with lending regulations.
- Collaborated with cross-functional teams to streamline lending processes and improve overall customer experience.
- Managed a portfolio of client accounts, monitoring payment schedules and proactively addressing any issues to prevent delinquency.
- Provided exceptional client service by addressing inquiries and resolving issues efficiently.
- Assisted in managing client accounts, ensuring accuracy and compliance with bank policies.
- Developed knowledge of banking products to effectively educate clients on available services.
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, and providing quotes.
- Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.
Customer Success Manager
Tam Lending
- Collaborated with cross-functional teams to enhance customer onboarding experience.
- Provided timely support and solutions for customer inquiries and issues.
- Analyzed customer feedback to identify areas for improvement in service delivery.
- Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
Loan Processor
Roundpoint Mortgage
Charlotte, North Carolina
12.2016 - 12.2019
Education
Project Management
Central Piedmont Community College
Charlotte, NC02.2009
Business Administration
University of Phoenix
Charlotte, NCMicrosoft Office
Central Piedmont Community College
Charlotte, NCSkills
Customer engagement
Loan processing Professional
Financial analysis Professional
Relationship building Professional
Client relationship building
Account management
Relationship building and management
Pipeline management
Written and verbal communication
Customer service
Strategic selling
CRM software expertise
Customer relations
Sales quota achievement
Customer relationship management
Lead generation
Sales proficiency
Contract negotiation
Sales expertise
Research and analysis
Sales target monitoring
Marketing management
Financial reporting
Managing client relationships
Negotiation skills
Opening and closing procedures
Customer satisfaction
Customer engagement
Hobbies
Exploring distant lands, Getting lost in a good book, Capturing moments, Feeling the music, Every kind of sport
Strengths
- Customer service skills
- Problem-solving abilities
- Attention to detail
- Strong communication skills
- Ability to multitask
- Knowledge of lending processes
Timeline
Lending Client Associate
Bank of America
02.2022 - Current
Loan Processor
Roundpoint Mortgage
12.2016 - 12.2019
Customer Success Manager
Tam Lending
Project Management
Central Piedmont Community College
Business Administration
University of Phoenix
Microsoft Office
Central Piedmont Community College