Rachel Peterson

Roseville,CA

Summary

Dedicated professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Results-oriented employee highly effective at coordinating documents and processes between departments, individuals and government offices. Expert problem solver and organizer.

Work History

Loan Processor

LRG Lending

Rocklin, CA

10.2019 - Current

Review loan files for completeness, identify missing documentation and generate condition lists for applicants.
Work with customers to answer questions, process transactions and resolve issues.
Set up and complete loan submission packages.
Handle any conditions sent from underwriting departments.
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.

Customer Success Specialist

The Dailey Method

Fairfax, CA

06.2018 - Current

Maintain customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Remote position supporting the executive team
Answer constant flow of customer emails with minimal wait times.
Reconcile payment accounts and resolve any disputes

Studio Manager

The Dailey Method

Roseville, CA

05.2016 - 09.2019

Pleasantly greeted customers and asked open-ended questions to better determine needs.
Created policies and procedures for company and delivered company-wide training to employees.
Recruited, trained and developed high-performing and customer-focused team.
Implemented marketing strategies to promote studio to potential clients.
Handled accounting for payroll and billing, as well as balanced register and credit card transactions weekly.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Established team priorities, maintained schedules and monitored performance.

Education

Bachelor of Arts - Communication Studies

University California Santa Barbara

Santa Barbara

06.2004

Skills

Effective problem resolution skills
Organized file management
High attention to detail

Dedicated work ethic
Professional and friendly verbal and written communication
Adaptable, grasps concepts quickly, translate concepts into actionable items

Accomplishments

Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
Customer Relations - Earned highest marks for customer satisfaction, company-wide.
Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
Processed and Closed over 25 loans/month which led to increased revenue for brokerage.