Rebekah Dickerhoof

Loan Origination:

• Analyzed borrower eligibility and risk factors through financial data and credit reports.
• Recommended loan options based on individual needs and financial standing.
• Guided customers through loan applications, explained requirements, and ensured accuracy of information.
• Collaborated with teams to expedite approvals and finalize loan packages.
• Approved or denied applications, providing clear explanations.

Loan Servicing:

• Processed loan payments and monitored adherence to terms.
• Collected past due loans and ensured policy compliance.
• Assisted with setting up debt payment plans based on client budget.
• Provided customer service for inquiries, requests, and loan status updates.
• Responded to complaints regarding billing errors or discrepancies.

Additional Responsibilities:

• Developed expertise in loan products, processing procedures, and regulations.
• Maintained loan applicant database and client account information.
• Attended management meetings and contributed to discussions.
• Identified opportunities to improve customer satisfaction and advised on strategies.

Order Management:

• Handled sales inquiries related to orders, replacements, and credits.
• Entered orders in company systems for internet, email, and customer requests.
• Managed priority order progress and facilitated fulfillment.
  Tracked inventory levels and ordered supplies as needed.
  

Customer Service:

• Responded to inquiries from customers, vendors, and partners promptly and courteously.
• Gathered customer data on needs and preferences.
• Assisted the sales team by responding to customer inquiries quickly and accurately.
• Resolved customer issues and directed callers to appropriate departments.
  

Administrative Support:

• Supported sales leaders by scheduling meetings, booking travel, and securing accommodations.
• Performed general office tasks (answering phones, ordering supplies, sending emails).
• Created and maintained organized filing systems for sales documents and client records.
• Organized files, developed spreadsheets, and maintained the front desk/reception area.
  

Data and Reporting:

• Compiled reports on sales performance metrics for management review.
• Processed invoices and tracked customer payments.
• Analyzed customer feedback to improve satisfaction ratings.
  Created spreadsheets for record-keeping and reporting.
  

Intake and Registration:

• Managed insurance verification and billing, obtained authorizations and co-pay information.
• Provided HIPAA information and health forms.
• Checked patients in/out and booked appointments.
• Maintained electronic customer database.
  

Optical Dispensing:

• Assisted with frame selection, measured, fitted, and adapted lenses/frames.
• Verified finished product accuracy, and adjusted lenses/frames for needs.
• Performed frame repairs and adjustments.
• Submitted orders and communicated with the optical lab.
• Instructed on contact lens insertion/removal and provided care/cleaning advice.
  

Sales and Consultation:

• Recommended lenses, coatings, and frames based on patient needs while meeting sales goals.
• Informed patients about promotions and specials.
• Educated on single vision, multi-focal, and progressive lenses and their use.
  

Pre-testing and Data Management:

• Performed pre-tests for the doctor (eye images, visual acuity, IOP, VF, OCTs, blood pressure).
• Reviewed and updated patients' health/ocular histories and pre-test results in electronic records.
• Administered dilation eye drops.
  

Developed and managed customer relationships:

• Built relationships with new and existing clients, fostered loyalty, and expanded the customer base.

Sales generation and growth:

• Generated leads, identified customer needs, delivered relevant solutions, and implemented successful sales strategies to achieve quotas and drive revenue.

Product expertise and support:

• Demonstrated product features, provided technical support, and ensured customer satisfaction through issue resolution.

Sales process and administration:

• Managed orders, adhered to policies, maintained inventory, handled cash transactions, and ensured security.

Additional contributions:

• Stocked shelves, maintained displays, performed merchandising tasks, and participated in industry events.

Retail Associate (1st Year):

• Maintained store cleanliness and responded to customer inquiries.
• Assisted other departments during peak hours and covered breaks.
• Stocked merchandise, handled cash, and performed cashiering duties.
• Answered phone calls and provided general customer service.

Assistant Manager (After Promotion):

• Oversaw daily store operations, managing 8-15 associates.
• Provided exceptional customer service and ensured timely resolutions.
• Trained new employees and enforced company policies/procedures.
• Resolved operational issues efficiently, assigned tasks strategically, and supervised staff.
• Implemented training programs for new hires and managed various personnel positions.
• Led and directed employees, ensuring productivity and efficiency.
• Maintained inventory accuracy through stock counts and discrepancy reconciliation.
• Enforced policies to uphold operational standards across departments.
• Supervised stockroom activities, preventing inventory shrinkage.
• Secured revenue by monitoring transactions and deposits for accuracy.
• Initiated inventory control measures to optimize stock levels and customer satisfaction.