Summary
Overview
Work History
Education
Skills
References
Timeline
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Roshena Jackson

Dallas,TX

Summary

Results-driven Manager of Account Management with a knack for enhancing productivity and efficiency in task completion. Possess specialized skills in strategic account planning, client relationship management, and team leadership. Excel in communication, problem-solving, and adaptability, ensuring seamless operations and client satisfaction.

Overview

10
10
years of professional experience

Work History

Manager of Account Management

Calyx Software
Dallas, TX
07.2017 - 04.2024
  • Built strong relationships with internal stakeholders to ensure smooth delivery of services across all departments.
  • Identified potential business opportunities by analyzing market trends and competitor activities.
  • Analyzed data from customer feedback surveys to understand user behavior and develop solutions for improving customer experience.
  • Provided guidance and support to account managers in resolving customer issues.
  • Organized training sessions for new hires to equip them with the knowledge and skills required for success in their roles.
  • Maintained an in-depth knowledge of industry trends, competitors, and market conditions to provide strategic advice to clients.

Mortgage Underwriter

Recovco Mortgage
Irving, TX
01.2014 - 12.2016
  • Verified client financial information to determine creditworthiness and loan eligibility.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Reviewed and verified loan application documents for compliance with lender criteria and federal regulations.
  • Approved or denied loan applications, and explained the reasoning behind decisions.
  • Evaluated borrower's financial information, including credit history, income, and assets to determine loan viability.
  • Utilized automated underwriting systems (AUS) to expedite loan approval decisions.
  • Participated in professional development activities such as webinars and seminars.

Education

Bachelor of Arts - Psychology

Grambling State University
Grambling, LA
05-2000

Associate of Science - Criminal Justice

Grambling State University
Grambling, LA
05-2000

Skills

  • Customer relationships
  • Business development and planning
  • Project management
  • Database management
  • Report writing
  • CRM software
  • National accounts
  • Goals and performance
  • Cross-functional collaboration
  • Customer satisfaction
  • Customer training
  • Market forecasting
  • Staff development

References

References available upon request.

Timeline

Manager of Account Management

Calyx Software
07.2017 - 04.2024

Mortgage Underwriter

Recovco Mortgage
01.2014 - 12.2016

Bachelor of Arts - Psychology

Grambling State University

Associate of Science - Criminal Justice

Grambling State University

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Roshena Jackson