Resourceful AVP with notable experience in overseeing operations, implementing strategic plans and managing team performance. Possess strong leadership skills, ability to foster productive relationships, and drive business growth. Made significant positive impact by reducing costs and increasing efficiencies in previous roles. Skilled in risk management, budgeting and regulatory compliance, quality assurance - offering solid foundation for success in a similar role.
Overview
15
15
years of professional experience
Work History
AVP Account Response Team and Initial Contact Team
Prestige Financial Services Inc.
Draper, UT
06.2021 - Current
Prioritized and multitasked my job duties to ensure all tasks are completed in a timely manner and by the deadline.
Tracked, reviewed, and forecasted stats according to the individual, team, and department goals.
Developed daily, weekly, and monthly ranking reports for the team and the department.
Managed and supported a team of 10 or more employees, provided daily and weekly coaching, along with quarterly reviews.
Established professional goals with each employee by creating individual development plans.
Monitored accounts, to ensure proper procedures are being followed, performed quality assurance tasks for accuracy and policy/procedures.
Supervisor calls, escalated customer complaints.
Compiled, edited, and created various monthly reports through Power BI, using Microsoft Word, Excel, PowerPoint, and Cisco.
Assist in training new employees.
Team meetings, weekly individual coaching sessions.
Organized and conducted quarterly management meetings, and team-building activities
Customer Service Representative III • Team Lead
Prestige Financial Services INC
04.2014 - 06.2021
Answered customer inquiries via phone, email, and chat.
Maintained a high level of professionalism when dealing with difficult customers.
Provided top quality control and eliminated downtime to maximize revenue.
Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Provided exceptional customer service to ensure customer satisfaction.
Performed administrative tasks such as filing paperwork, updating databases and generating reports.
Conducted regular follow-up calls with customers after resolving their issues.
Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Funder II • Loan Originations
Prestige Financial Services INC
06.2011 - 04.2014
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Evaluated existing processes for efficiencies and made recommendations accordingly.
Adhered to federal and state compliance guidelines relative to retail mortgage lending.
Approved or denied loan applications and explained reasoning behind decisions.
Participated in meetings with senior management to discuss upcoming projects and initiatives related to lending operations.
Identified any discrepancies in customer data or documentation prior to funding loans.
Improved loan applications and documentation by informing applicant of additional requirements.