Marilyn Sampson

Customer Service – Handling customer inquires and ensuring their satisfaction, possibly dealing with escalated issues or complex cases. Processed policy changes for both personal and commercial lines of business, ensuring accuracy and compliance with company standards. Actively listened to client needs and provided tailored solutions to resolve concerns and improve customer satisfaction.

Staff Training – Teaching staff how to effectively handle both customer service and sales, focusing on communication skills, problem-solving, and product knowledge.

Retention – Creating an environment that promotes customer loyalty, which could involve implementing strategies to maintain relationship.

Customer Guidelines & Underwriting Procedures – Ensuring all staff adhere to company protocols and industry and insurance guidelines.

• Evaluated loan applications for accuracy and completeness, ensuring compliance with company policies.

• Assisted clients in understanding loan products and terms, enhancing customer satisfaction and trust.

• Processed loan disbursements and payments using internal management systems, maintaining operational efficiency.

• Collaborated with underwriters to facilitate timely loan approvals, improving workflow processes.