London Eubanks
Banking, Mortgage, Finance Sales Expert
Charlotte,NC
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the Mortgage & Banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
Work History
Client Relationship Specialist
US Bank NA
Charlotte , NC
08.2020 - 01.2022
- Resolved service problems by clarifying customer complaints, identifying root causes and developing catered solutions.
- Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
- Ran routine reports and analyzed data, documenting and presenting findings to senior management.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Collaborated with internal teams to assess client needs, pain points and revenue strategy.
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Interviewed applicants to assess loan requirements before suggesting offers.
Lead Teller Operations Specialist
SunTrust
Winston Salem, NC
02.2018 - 08.2020
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Stocked supplies for customers and personal teller station.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Executed wire transfers, stop payments and account transfers.
- Counted, verified and handled bank deposits and armored car transactions.
- Calculated fees due, interest and change for customer transactions.
- Received loan and utility payments, sending funds to correct destinations.
- Established rapport with new clients to increase satisfaction and loyalty.
- Managed team of employees, overseeing hiring, training and professional growth of employees.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Handled various accounting transactions.
- Maintained friendly and professional customer interactions.
Preferred Sales Specialist- Team Lead
Bank Of America
Annapolis, MD
11.2017 - 01.2018
- Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Opened new accounts and made changes to existing accounts.
- Worked with diverse product development teams to create software for qualitative structured solutions to validate and model emerging markets.
- Executed wire transfers, stop payments and account transfers.
- Calculated fees due, interest and change for customer transactions.
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Reviewed loan files and updated to match current standards.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Prepared documents for customers, submitting and overseeing through each step of closing process.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Collected information from banks, institutions and employers to assess applicant eligibility.
- Compiled closing packages for drafting and presentation accuracy.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
Inbound Sales Executive
Comcast
Whitemarsh, MD
11.2013 - 05.2017
- Trained and coached new representatives regarding daily duties through shadowing, reverse shadowing and role-playing.
- Developed and maintained working knowledge of products and services to deliver timely, accurate information.
- Communicated with customers regarding marketing campaigns and promotions, answering questions and addressing concerns.
- Responded promptly to incoming sales leads and requests for technical support.
- Identified potential sales and cross-selling opportunities and informed supervisor.
- Submitted service tickets for equipment maintenance requests.
- Researched product and issue resolution tactics to address customer concerns.
- Assisted with updating technical support best practices for use by team.
- Monitored systems in operation and quickly troubleshot errors.
- Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
Education
Bachelor of Science - Finance
Winston-Salem State University
Winston-salem, NC 08.2007 - 05.2011
High School Diploma -
Randallstown High School
Randallstown, MD 08.2005 - 06.2007
Skills
Banking product sales
Timeline
Client Relationship Specialist
US Bank NA
08.2020 - 01.2022
Lead Teller Operations Specialist
SunTrust
02.2018 - 08.2020
Preferred Sales Specialist- Team Lead
Bank Of America
11.2017 - 01.2018
Inbound Sales Executive
Comcast
11.2013 - 05.2017
Bachelor of Science - Finance
Winston-Salem State University
08.2007 - 05.2011
High School Diploma -
Randallstown High School
08.2005 - 06.2007
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