Summary
Overview
Work History
Skills
Certification
TARGET ROLES
Timeline
Generic

MARQUIS JENKINS

Charlotte,NC

Summary

Client success and operations-focused professional with 10+ years of experience across account management, mortgage lending, claims, and customer support. Strong background in CRM management, process improvement, client communication, and cross-functional coordination. Best suited for weekday roles centered on service, onboarding, account support, and operational follow-through.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Concierge

Queen City Elite
06.2022 - Current

Deliver high-touch concierge services within luxury residential

environments

Serve as first point of contact for residents and prospective clients

Coordinate vendors, amenities, and resident services•

Support leasing tours and follow-ups to drive occupancy•

Maintain strong resident relationships and satisfaction•

Resolve issues quickly and professionally•

Sr. Loan Officer

New American Funding
12.2024 - 07.2025
  • Managed mortgage pipelines, compliance documentation, and borrower communication from application to close.
  • Improved lead response strategy and coached junior team members on customer interactions and workflow discipline.
  • Coordinated with underwriting to structure solutions that balanced customer needs and internal guidelines.

Sales Account Manager

United Rentals
01.2022 - 09.2024
  • Oversaw a large B2B customer base with emphasis on retention, account activity, and dependable service.
  • Built CRM standards and reporting that reduced missed follow-ups and improved team accountability.
  • Worked across sales and operations to improve fulfillment, repeat business, and customer experience.

Mortgage Loan Officer

Better Mortgage Co.
01.2019 - 01.2020
  • Handled the full loan lifecycle for conventional, FHA, and VA products while maintaining strong borrower satisfaction.
  • Reduced documentation delays and supported improvements to the online customer journey.

Sales Professional

Red Ventures
01.2018 - 01.2019
  • Used consultative communication to match customers with solutions and consistently surpassed performance goals.

Claims Adjuster

Progressive Insurance
01.2017 - 01.2018
  • Resolved high-volume claims with empathy, accuracy, and strong documentation control.

Benefit Reimbursement Specialist

Lash Group
12.2013 - 12.2015
  • Earlier experience includes reimbursement support, claims research, and service-oriented process coordination.

Skills

  • Customer retention and account support
  • CRM tools: Salesforce, HubSpot, Velocify
  • Pipeline and workflow management
  • Cross-functional coordination
  • Escalation and issue resolution
  • Client onboarding and communication
  • Reporting, dashboards, and follow-up discipline
  • Compliance-minded documentation

Certification

Microsoft Azure Open AI Program 06/01/24

TARGET ROLES

  • Customer Success Specialist
  • Client Support Specialist
  • Account Coordinator
  • Operations Coordinator
  • Onboarding Support

Timeline

Sr. Loan Officer

New American Funding
12.2024 - 07.2025

Concierge

Queen City Elite
06.2022 - Current

Sales Account Manager

United Rentals
01.2022 - 09.2024

Mortgage Loan Officer

Better Mortgage Co.
01.2019 - 01.2020

Sales Professional

Red Ventures
01.2018 - 01.2019

Claims Adjuster

Progressive Insurance
01.2017 - 01.2018

Benefit Reimbursement Specialist

Lash Group
12.2013 - 12.2015
MARQUIS JENKINS