ROBERT L REID II

Primary customer contact- main point of contact for the treasury department assisting tax payers by offering resources and support for understanding tax obligations

• Handling escalations- manages inquiries from both customers and the CSB; contacted private collection agency
• System utilization- dealing sensitive information; using knowledge based and case management tools to answer questions, update account information and complete assigned task related to state agency accounts.

• Closing over 10 sales per week with existing customers by exceeding the quota by 20% for each month
• Retained excellent client satisfaction ratings at 94% through outstanding service delivery
• Managed over 150 calls per day which increased monthly sales for the company
• Cultivated profitable leads in my pipeline by making these outbound calls which helped determine the ineligible accounts.

• Managed over 50 calls each day which increased sales by 15%
• Ranked top 3 by averaging 15 closings per month
• Evaluated perspective paystubs, credit history, tax information statements for financial status to identify potential leads
• Explained legal aspects of loan and the process to a borrower, as well as payment terms and clauses
• Attracted new mortgage loan applications by developing relationships within the community which in turn helped the company receive over 10 referrals.

• Managed administrative duties such as filing documents, scheduling meetings and tracking case statuses
• Created and prepared legal drafts by organizing and assembling information for legal documents and forms
• Maintained calendars for Attorneys by updating and entering court dates and meetings daily.