Moshe pantierer
Boca Raton
Summary
Proven expertise in driving business growth and enhancing client relationships, as demonstrated at JL Residential. Excelled in client needs assessment and customer engagement, significantly improving client satisfaction. Skilled in relationship management and adept at streamlining processes for efficiency.
Overview
2
2
years of professional experience
Work History
Client Relationship Manager
JL Residential
10.2021 - 02.2023
As a Client Relationship Manager in the residential mortgage industry, I was responsible for maintaining and strengthening relationships with clients, ensuring a smooth mortgage process, and providing top-tier customer service. My role involved guiding clients through the mortgage application process, addressing their concerns, and collaborating with internal teams to ensure loan approvals and closings were handled efficiently.
Medical Assistant
Physical Medicine and Rehab
09.2020 - 03.2021
- Performed medical records management, including filing, organizing and scanning documents.
Education
Associate of Arts - Financial Planning
Excelsior College
Albany, NY04-2026
Skills
- Business growth strategies
- Relationship building and management
- Customer engagement
- Client needs assessment
Timeline
Client Relationship Manager
JL Residential
10.2021 - 02.2023
Medical Assistant
Physical Medicine and Rehab
09.2020 - 03.2021
Associate of Arts - Financial Planning
Excelsior College
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