Mary Sorensen
Omaha,NE
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
26
26
years of professional experience
Work History
Customer Service Representative online banking
Cognizant Technologies Solutions
Omaha, Nebraska
10.2024 - 01.2025
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Led on- and off-site customer support teams across multiple time zones.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Updated system with order specifics and customer details, preferences, and billing information.
- Conducted regular follow-up calls with customers after resolving their issues.
Financial Services Representative
Charles Schwab
10.2021 - 03.2024
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients
- Enhanced customer relationships with personalized service and addressing individual concerns promptly
- Collaborated with team members to achieve sales targets and improve overall branch performance
- Increased client satisfaction by providing tailored financial advice and investment recommendations
- Assessed credit applications accurately by analyzing applicants financial history, income stability, and repayment capability
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs
- Maintained updated records of all financial transactions to support traceability
- Developed and maintained strong client relationships to understand financial goals and provide tailored advice.
Mortgage Loan Processor Specialist
PenFed Credit Union
08.2020 - 01.2021
- Calling borrowers in regards to their loans reviewing documentation underwriting verifying documentation setting up appraisals.Notating file and following up weekly.Having a great attitude and customer service.knowledge of FHA guidelines ,pulling credit scores encompass experience.Filing disputes if needed.Making judgment calls handling multiple accounts at once.Loan organization Title amd Lien processor.
Loan Servicing Specialist
Bank Of The West
02.2020 - 06.2020
- Process titles,Perfect accounts send notices file liens.follow guidelines for each state .Responsible for reviewing, preparing, and mailing titling documents on paid off consumer loans leases to the customer, 3rd party or other financial institution.Responsible for tracking for lien placement on new titles for incoming active accounts.
Head Teller
Bakers Credit Union
03.2019 - 04.2019
- Helped Opened bank accounts.Looked over loans.Signed loan Documents pull credit scores.Unlocked accounts helped if account was if there were fraudulent transactions.Handling ACH reports daily.
Teller Loan Processor
NELNET STUDENT LOANS
05.2019 - 01.2019
- Preparing applications.Making sure I can provide assistance to get them current on account.Updating info.Providing great customer service.Researching best options.
Collection Agent
Alorica
08.2016 - 05.2016
- Persistently reached out to customers with extremely past due accounts to recover lost revenue.Reached out to approximately Number accountholders daily.Trained new collections representatives on collections processes and incentivized team members to achieve production goals.Directed day-to-day collections functions, including recruiting, training and developing high-performing teams.Negotiated with accountholders to devise repayment plans and minimize collections receivables.Investigated accounts with balance errors using accounting soADware.Managed delinquency cycle, including past due collection calls, skip tracing, outside collections agency coordination and litigation activities.Collected on past due accounts with average Number months delinquency.Maintained compliance with fair debt practices and regulatory guidelines.Collected on past due accounts with average Number months delinquency.Identified and analyzed rejection patterns, partial denials, and denials from third parties to improve existing processes.Researched topics and completed due diligence to resolve issues in a timely manner.Collected and arranged information and entered details into computer database.
Cashier
Walmart
09.2015 - 01.2016
- Trained new cashiers on procedures, customer service and sales techniques.Directed customers to store locations.Received customer payments.Greeted customers promptly.Totaled bills and calculated taxes.Described products and services in detail.Monitored areas for security issues and safety hazards.Assisted customers in selecting items based on needs.Created attractive displays to promote items.Processed customer returns.Reported security and service incidents to management.Completed purchases using Point of Sale systems.Collected and stored coupons.Assisted on sales floor as needed to maintain service standards.Operated a cash register for cash, check and credit card transactions with Number accuracy.Stocked and replenished merchandise according to store merchandising layouts.Cleaned and organized the store, including the checkout desk and displays.Alerted customers to upcoming sales events and promotions.Identified potential shopliADers and alerted management.Completed all point of sale opening and closing procedures, including counting the contents of the cash register.Handled all customer relations issues in a gracious manner and in accordance with company policies.Welcomed customers into the store and helped them locate items.Educated customers about the brand to incite excitement about the company s mission and values.Shared best practices for sales and customer service with other team members to help improve the store s efficiency.Followed up with over Number customers each week to verify that they were satisfied with purchases.Used time efficiently when not serving customers, including folding clothes and cleaning out fitting rooms.Verified that all customers received receipts for their purchases.Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.Mentored new sales associates to contribute to the store s positive culture.Cultivated a customer-focused shopping environment by greeting and responding to all customers in a friendly manner.Fostered a positive work environment by consistently treating all employees and customers with respect and consideration.Communicated clear expectations and goals to each team member.Worked with the management team to implement the proper division of responsibilities.Recognized and rewarded outstanding work performance to cultivate a positive and collaborative customer service culture.
Sales Associate, Salesperson, Sales Worker
Jones Store
03.2000 - 01.2001
- Alerted customers to upcoming sales events and promotions.Cleaned and organized the store, including the checkout desk and displays.Identified potential shopliADers and alerted management.Stocked and replenished merchandise according to store merchandising layouts.Operated a cash register for cash, check and credit card transactions with Number accuracy.Handled all customer relations issues in a gracious manner and in accordance with company policies.Welcomed customers into the store and helped them locate items.Educated customers about the brand to incite excitement about the company s mission and values.
Customer Service Representative
Unknown
02.1999 - 01.2000
- Calling customers about their chase credit card benefits Answered an average of Number calls per day by addressing customer inquiries, solving problems and providing new product information.Described product to customers and accurately explained details and care of merchandise.Politely assisted customers in person and via telephone.Provided an elevated customer experience to generate a loyal clientèle.Answered product questions with up-to-date knowledge of sales and store promotions.
Education
High School Diploma -
Blair High School
Blair, NE05-1996
Skills
- Investments, 8 years
- Customer service, 8 years
- Financial services, 8 years
- Financial transactions, 0 year
- Customer satisfaction, 8 years
- Sales knowledge, 0 year
- Banking products, 8 years
- Account documentation
- Financial markets
- Cash handling
- Loan applications
- Account maintenance
- Teller transactions
- Financial services
- Risk management
- Certificates of deposit
- Loan and grant knowledge
- Financial aid disbursement
- Cash management
- Customer relationship building
Accomplishments
- Facebook, https://Indeed
- Twitter, https://jordanshawn317@gmail.com
- Linkedin, https://Linkedin
Additional Information
I have been in the financial industry for the past 8 years and very much look forward to growth and achievement.
Personal Information
Name & contact
Timeline
Customer Service Representative online banking
Cognizant Technologies Solutions
10.2024 - 01.2025
Financial Services Representative
Charles Schwab
10.2021 - 03.2024
Mortgage Loan Processor Specialist
PenFed Credit Union
08.2020 - 01.2021
Loan Servicing Specialist
Bank Of The West
02.2020 - 06.2020
Teller Loan Processor
NELNET STUDENT LOANS
05.2019 - 01.2019
Head Teller
Bakers Credit Union
03.2019 - 04.2019
Collection Agent
Alorica
08.2016 - 05.2016
Cashier
Walmart
09.2015 - 01.2016
Sales Associate, Salesperson, Sales Worker
Jones Store
03.2000 - 01.2001
Customer Service Representative
Unknown
02.1999 - 01.2000
High School Diploma -
Blair High School