Summary
Overview
Work History
Education
Skills
References
Education
Timeline
Hi, I’m

Lisa Faulkner

Arlington,TN

Summary

Dynamic Relationship Specialist II with a proven track record at ORION FINANCIAL, excelling in client relationship management and innovative problem-solving. Expertise in loan processing, combined with a keen understanding of customer needs, ensures the delivery of exceptional service that fosters trust and satisfaction. Committed to driving business growth through effective upselling and cross-selling techniques, consistently contributing to overall organizational success. Passionate about building lasting client relationships that enhance loyalty and promote long-term partnerships.

Overview

27
years of professional experience

Work History

ORION FINANCIAL

Relationship Specialist II
12.2005 - 04.2025

Job overview

  • Cultivated lasting client relationships through proactive communication and tailored service.
  • Addressed client inquiries and concerns promptly to foster trust and satisfaction.
  • Assessed client needs to recommend customized financial solutions for various situations.
  • Collaborated with clients to gather necessary financial documentation and information.
  • Reviewed credit reports to assess financial history and repayment capability.
  • Provided guidance on loan products tailored to client needs and financial situations.
  • Maintained accurate records of all loan transactions and client communications.
  • Coordinated with underwriters to ensure timely processing of loan approvals.
  • Assisted in resolving inquiries and issues related to loan applications promptly.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Developed and maintained relationships with potential customers to increase loan business.
  • Delivered high levels of customer service to facilitate smooth processes.
  • Provided excellent customer service throughout the entire process.
  • Communicated effectively with customers regarding their closing status.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Union Planters Bank

Research Analyst
07.1998 - 12.2005

Job overview

Executed daily responsibilities with precision and efficiency.

  • Recognized needs of customers swiftly and effectively.
  • Researched banking financial issues faced by tellers and customers.
  • Promoted customer satisfaction by resolving issues with expertise and courtesy.
  • Leveraged software tools to enhance processes and boost performance.
  • Collaborated with team members to achieve project goals and meet deadlines.
  • Surpassed customer expectations by developing innovative problem-solving strategies.
  • Acknowledged by management for delivering outstanding customer service.

Education

Southwest Tennessee Community College
Memphis, TN

High School Diploma

University Overview

Skills

  • Proficient in handling multiple tasks
  • Sales enhancement strategies
  • Appropriate workplace demeanor
  • Analytical problem-solving
  • Customer engagement strategies
  • Effective cross-selling strategies
  • Telecommunications proficiency
  • Strong verbal communication
  • Sales strategy development
  • Analyzing customer expectations
  • Collaborative teamwork
  • Client retention techniques
  • Comprehensive loan processing expertise
  • Client engagement strategies

References

References
References available upon request.

Education

Education
other

Timeline

Relationship Specialist II
ORION FINANCIAL
12.2005 - 04.2025
Research Analyst
Union Planters Bank
07.1998 - 12.2005
Southwest Tennessee Community College
High School Diploma
Lisa Faulkner