Summary
Overview
Work History
Education
Skills
Accomplishments
References
Work Availability
Work Preference
Timeline

Lisa Bristol

Customer Support/Speciailist
Buckeye,AZ

Summary

Detail-oriented and methodical Client Care Specialist passionate about supporting clients with knowledgeable service. Strong record of going above and beyond requirements to satisfy customers. Ready to leverage many years of experience to take on new professional challenges.

Ambitious service professional with strengths in time management and communication. Team-oriented with success in building relationships with customers, Along with a strong background in banking and finance.

Overview

15
15
years of professional experience

Work History

Client Care Specialist II Remote Position

Chase Bank
Phoenix, AZ
03.2012 - 04.2024
  • Answer customer questions via telephone, email, and ChaseMyHome portal
  • Incoming calls and outgoing calls
  • Work with customers on telephone, email & ChaseMyHome portal to answer questions, process transactions and resolve issues
  • Interact with team members across departments to clear conditions, resolve issues and fund loans
  • Interview clients regarding loan needs and financial histories and convey information regarding application process and decisions once completed
  • Collaborate with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process
  • Phone calls, emails as well as Skype
  • Prepare file for final clear-to-close Set up date time and location of signing

AUTO UNDERWRITING

Chase Bank
Phoenix, AZ
06.2017 - 09.2018
  • Evaluated debt ratio, loan-to-value ratios, credit scores property valuations and various other factors when making underwriting decisions
  • Answered incoming phone calls for auto loans
  • I.e
  • Mazda, Subaru
  • Dial in would change
  • Actively listened to customers' requests, confirming full understanding before addressing concerns
  • Provided primary customer support to internal and external customers
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
  • Worked flexible hours across night, weekends
  • Developed and maintained courteous and effective working relationships

ASSISTANT MANAGER

Springleaf Financial AKA American General Finance
Phoenix, AZ
06.2009 - 03.2012
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service
  • Evaluated debt ratio, loan-to-value ratios, credit scores property valuations and various other factors when making underwriting decisions
  • Identified portfolio risks resulting from client's underlying business practices, underwriting investigations or fraud exposure
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor
  • Counseled debtors on payment options and arranged installment agreements
  • Contacted customers to discuss late payments and options for remitting amounts due
  • Monitored payments due from clients and promptly contacted clients with past due payments.

Education

High School Diploma -

West High School, Sioux City, IA

Skills

  • Worked Remotely for last 4 years
  • Account management
  • Active Listening
  • Time Management
  • Task prioritization
  • Good communication skills
  • Attention to Detail
  • Finance
  • Collection
  • Policy quoting and pricing
  • Document Review
  • Team support / building
  • Computer

Accomplishments

Collaborated with team of 12 in the development of (Mars Project) JPMorgan Chase Bank. Preapproved offers sent out in all areas of credit lending. Reviewed Online applications to ensure accuracy of program; reviewed with customer scheduled closing. Weekly meeting with Stats being reported.

References

References available upon request.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Work-life balanceCompany CultureHealthcare benefitsPaid time offPaid sick leave401k matchCareer advancement

Timeline

AUTO UNDERWRITING - Chase Bank
06.2017 - 09.2018
Client Care Specialist II Remote Position - Chase Bank
03.2012 - 04.2024
ASSISTANT MANAGER - Springleaf Financial AKA American General Finance
06.2009 - 03.2012
West High School - High School Diploma,
Lisa BristolCustomer Support/Speciailist