Mary Leck
Summary
Commercial Lines marketer who is dedicated to quality service and customer retention.
Overview
16
16
years of professional experience
Work History
Customer Service Representative
Wells Fargo Financial
Toledo, Ohio
10.1996 - 11.2004
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans. Adhered to all federal and state compliance guidelines for retail mortgage lending. Educated customers on the variety of loan products and available credit options. Executed the loan origination process, including ordering credit reports, appraisals, preliminary title reports, UCC searches, environmental reports, insurance information and flood certificates. Continued education on current financial products and services through Life and Health and Annuities License. Performed daily maintenance of the loan applicant database.
Lockbox Supervisor
KeyBank
Toledo, Ohio
07.1988 - 05.1996
Successfully managed the daily activities of 15 team members. Provided detailed monthly departmental reports and updates to senior management.
Effectively communicated with team members to maintain clearly defined expectations.
Collected, monitored and evaluated customer requirements to achieve desired delivery time and order fill rates.Developed and implemented policies, procedures and process improvement initiatives to improve retention rates and increase customer satisfaction.Interviewed, hired and trained new quality customer service clerks. representatives.
Effectively communicated with team members to maintain clearly defined expectations.
Collected, monitored and evaluated customer requirements to achieve desired delivery time and order fill rates.Developed and implemented policies, procedures and process improvement initiatives to improve retention rates and increase customer satisfaction.Interviewed, hired and trained new quality customer service clerks. representatives.
Education
Designations
National Alliance
National Alliance
Skills
- Carrier relations specialist
- Marketing savvy
- Meticulous attention to detail
- Deadline-oriented
- Focused on customer satisfaction
- Skilled multi-tasker
Accomplishments
- Worked with producers to determine marketing strategies.
- Prepared complex spreadsheets for sales producers and clients.
- Met with clients and handled policy renewals for the sales producers.
- Maintained and developed insurance carrier relationships.
Timeline
Customer Service Representative
Wells Fargo Financial
10.1996 - 11.2004
Lockbox Supervisor
KeyBank
07.1988 - 05.1996
Designations
National Alliance
National Alliance
Similar Profiles
Marci WattersMarci Watters
Senior Wealth Advisor at Wells Fargo Financial Network AdvisorsSenior Wealth Advisor at Wells Fargo Financial Network Advisors
Elizabeth (Betsy) LehmanElizabeth (Betsy) Lehman
Senior Business Execution Consultant at Wells Fargo Financial Crimes OperationsSenior Business Execution Consultant at Wells Fargo Financial Crimes Operations
Tiffany BozemanTiffany Bozeman
Sr. Technical Program Manager – EPE | Enablement at Wells Fargo Financial Services CompanySr. Technical Program Manager – EPE | Enablement at Wells Fargo Financial Services Company
Tarah ParhamTarah Parham
Customer Service Representative/Retention Customer Service Representative at AT&TCustomer Service Representative/Retention Customer Service Representative at AT&T
Kyra FieldsKyra Fields
Customer Service Representative/Outbound Customer Service Representative at Rooms To GoCustomer Service Representative/Outbound Customer Service Representative at Rooms To Go