A dedicated professional with a bachelor’s degree in marketing and 30 years of sales and customer service expertise along with some management experience. Specializing in quality customer service, product knowledge, & sales to assist in business growth. Looking to continue contribute my skills and experience to Roundpoint that also benefits the culture.
Work History
Escalation Resolution Specialist
2 Years 6 Months
RoundPoint Mortgage Servicing LLC | 04.2024 - Current
Resolved customer inquiries regarding mortgage accounts and payment options.
Collaborated with internal teams to streamline resolution processes and enhance service delivery.
Provided feedback on process improvements to enhance efficiency within the department.
Analyzed root causes of recurring issues to implement preventive measures, reducing the number of future complaints.
Assisted colleagues in navigating challenging situations by sharing expertise and offering guidance when requested or needed.
Handled escalated calls calmly and professionally, ensuring that even highly dissatisfied customers felt heard and supported throughout the process.
Collaborated effectively with cross-functional teams to provide comprehensive solutions for clients'' concerns.
Offered internal and external customers first-rate customer service to maximize satisfaction and business success.
Increased efficiency and team productivity by promoting operational best practices.
Assisted customers with needs such as initiating task & working with other departments to complete maintenance & services, updating account details and signing up for new services.
Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
Personal Banker - Small Business Specialist
12 Years 5 Months
JPMorgan Chase | 03.2006 - 08.2018
Developed customized solutions of deposit, lending and other products for small business customers.
Consulted on business packages and made personalized recommendations.
Prospected for new business through networking, community outreach and customer referral generation.
Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
Continually boosted branch production and revenue by 10% by consistently meeting all monthly and quarterly sales goals.
Answered customer questions and explained available services such as deposit accounts, bonds and securities.
Sales & Service Specialist
3 Years 7 Months
JPMorgan Chase | 08.2002 - 03.2006
Engaged with customers to effectively build rapport and lasting relationships.
Solved customer challenges by offering relevant products and services.
Applied security and loss prevention training toward recognizing risks and reducing store theft.
Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
Provided positive first impressions to welcome existing, new and potential customers.
Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.
Prepared large cash deposits with zero discrepancies.
Education
Bachelor Of Business Administration - Marketing
University of North Texas | Denton, TX | 05-2002
Desoto High School | Desoto, TX | 05-1996
Skills
Sales
Customer Accounts Management
Product Knowledge
Customer Complaint Resolution
Service-oriented mindset
Account management
Staff education and training
Customer research
Retention strategies
Professional telephone demeanor
Strategic sales knowledge
Complaint resolution
Timeline
Escalation Resolution Specialist
RoundPoint Mortgage Servicing LLC
04.2024 - CurrentRead More
Customer Advocate Specialist
RoundPoint Mortgage Servicing LLC
02.2023 - 04.2024Read More
Escalation Resolution Guide
RoundPoint Mortgage Servicing Corporation
04.2022 - 02.2023Read More
Customer Service Specialist
RoundPoint Mortgage Servicing Corporation
02.2020 - 04.2022Read More
Personal Banker - Small Business Specialist
JPMorgan Chase
03.2006 - 08.2018Read More
Sales & Service Specialist
JPMorgan Chase
08.2002 - 03.2006Read More
University of North Texas
Bachelor Of Business Administration from Marketing
SR Service Advocate/Resolution Specialist/Escalation Specialist at CVS AetnaSR Service Advocate/Resolution Specialist/Escalation Specialist at CVS Aetna