Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
33
33
years of professional experience
Work History
Customer Service Representative
Utah Retirement Systems
Salt Lake City, Utah
08.2021 - Current
Assisted members with retirement plan and applications.
Researched and resolved members inquiries regarding their retirement accounts.
Responded promptly to members inquiries regarding their pension accounts.
Provided excellent customer service to resolve member complaints in a timely manner.
Performed administrative tasks such as filing paperwork, updating applications into the URS system.
Answered incoming calls and emails, providing frontline customer support or assistance.
Consumer Loan Specialist III
Zions Bancorporation
12.2020 - 06.2021
Provide quotes for title companies, create letter of guarantees requested by insurance companies, and maintain files, documents and notes
Research and resolve lending inquires and issues produce reports as required
Perform other duties as required.
Client Relations Specialist ll
Zions Bank
10.2016 - 12.2019
Problem-solved client feedback submitted to the Office of the President, including research, due diligence to meet compliance guidelines and coordination with bank employees to ensure quality customer service for our customers within service level agreements
Wrote and edited responses in proxy for the CEO of Zions Bank.
Small Business Loan Specialist ll
Zions Bancorporation
09.2002 - 07.2015
Completed loan due diligence to ensure appropriate legal documentation, confirmed proper business client registration, obtained and analyzed state UCC filing information to certify collateral had the proper lien position, and reviewed and applied bank credit policy.
Customer Information Specialist lll
Zions Bancorporation
09.2002 - 03.2015
Proposed innovative ideas to reduce production time and decrease costs while assisting management in creating an online smart form for client address changes
Trained in problem resolution and escalated calls, facilitated client banking questions and support for all affiliate banks, while meeting sales goals monthly with 100% QA score.
Teller/New Accounts Rep/Loan Officer
04.1991 - 07.2002
Assisted branch customer service manager and branch manager with management duties while providing excellent customer service and conflict resolution to clients
Served as sales liaison, continuously meeting sales goals each month.