Monica Moir
Remote
Summary
Account Manager with a decade of experience in financial services, mortgage lending, and client relationship management. Reduced processing backlogs by 40%, increased client retention by 20%, and decreased transaction errors by 30%. Thrives in fast-paced remote environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Manager
CV3 Financial Services
El Segundo, California
08.2023 - Current
- Managed a portfolio of 20-30 concurrent projects, serving as the primary liaison between clients, sales, underwriting, funding, and operations.
- Coordinated cross-functional workstreams to meet milestones and proactively communicated risks and action items to stakeholders.
- Conducted quality and compliance reviews to ensure accuracy across all documentation
- Resolved client issues swiftly and maintained consistent communication, strengthening client relationships and supporting retention.
- Implemented process improvements that streamlined workflows and increased team efficiency.
- Maintained strict confidentiality and compliance while balancing competing priorities in a fast-paced environment.
Transaction Coordinator
Civic Financial Services
Redondo Beach, CA
09.2017 - 05.2023
- Resolved a backlog of transaction discrepancies, reducing outstanding issues by 40% within three months through thorough investigation and stakeholder collaboration.
- Increased customer retention by 20% through proactive outreach, personalized follow-up, and dedicated client support.
- Decreased transaction errors by 15% by identifying root causes and implementing corrective measures to ensure accurate financial records and regulatory compliance.
- Led projects from concept to completion, demonstrating leadership in cross-functional coordination and process improvement.
- Adapted quickly to new technology and software applications to improve operational efficiency.
Loan Specialist
Freedom Mortgage
Ontario, CA
05.2016 - 04.2017
- Managed portfolio of over 30 loans, ensuring timely documentation, compliance with loan covenants, and proactive communication with stakeholders.
- Proactively identified and resolved discrepancies in transaction documentation, minimizing delays and ensuring adherence to compliance standards, resulting in a 30% decrease in transaction errors and associated risks.
- Entered, tracked, and monitored transactions using transaction processing software, ensuring real-time visibility and efficient workflow management.
- Resolved customer complaints with empathy and attentiveness, enhancing overall customer satisfaction.
Skills
- Customer relationship management
- Client retention strategies
- Pipeline management
- Workflow management
- Deadline management
- Task prioritization
- Organization and time management
- Problem solving
- Team collaboration
Personal Information
Title: Account Manager
Certification
- FUNDAMENTALS TO CREDIT COURSERA APRIL 2025
- INTRODUCTION TO ESG COURSERA APRIL 2025
Timeline
Account Manager
CV3 Financial Services
08.2023 - Current
Transaction Coordinator
Civic Financial Services
09.2017 - 05.2023
Loan Specialist
Freedom Mortgage
05.2016 - 04.2017