Ryan Webster

Oversee successful implementation and execution of a wide variety of client-engagement initiatives.

Track client adoption of products and services using Salesforce and internal reporting server.

Day-to-day tactical guidance internally and externally on products, policies, and changes.

Educate client base on billing, payment processing, and support policies and procedures.

Make real time decisions on account access and pricing discretions for client base.

Train new personnel regarding company operations, policies, systems, and services.

Daily and monthly outbound calls regarding product adoption, client satisfaction, billing issues, and client retention.

Act as liaison between client base and non client-facing teams to find resolutions and satisfaction.

Daily auditing of loan activity against company policies and procedures making corrections as needed.

Support client-facing teams with unique situational solutions aligning with company policy.

Daily disbursement of workload to staff.

Train new staff on company policies, procedures, and systems.