Sara Klein
Spring Valley,NY
Summary
Proven track record of enhancing customer satisfaction and streamlining operations, demonstrated across roles at Funding Source and BCG. Skilled in problem-solving and fluent in three languages, adept at fostering strong relationships and improving efficiency. Achieved significant improvements in workflow and communication, leveraging both creative solutions and effective verbal communication skills.
Overview
4
4
years of professional experience
Work History
Assistant Loan Officer
Funding Source
04.2022 - 05.2024
- Enhanced customer satisfaction by promptly addressing inquiries and providing clear communication throughout the loan process.
- Maintained strong relationships with real estate agents and brokers, generating valuable referral opportunities.
- Proactively followed up with clients post-closing to ensure satisfaction and identify potential future business opportunities.
- Collaborated with underwriting team to expedite loan approvals and maintain a smooth workflow.
- Managed pipeline of loan applications from origination to closing, ensuring timely completion of all necessary steps.
- Assisted clients in understanding complex loan terms, fostering trust and confidence in their decision-making process.
- Developed strong knowledge of various loan products to better assist clients in selecting the most suitable option for their needs.
Secretary
BCG
09.2021 - 03.2022
- Supported school administrators in daily tasks, contributing to a well-managed and organized work environment.
- Organized meetings, appointments, and conferences for staff members, maintaining a smooth-flowing schedule for all parties involved.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Assisted in the development of school events and activities for increased student engagement and community involvement.
- Handled high volumes of phone calls and emails from parents, students, and staff members, providing timely responses while demonstrating professionalism at all times.
Transportation Coordinator
Bais Malka
09.2020 - 06.2021
- Coordinated driver dispatch to accomplish daily routine of each departments requirements of transportation.
- Resolved staff issues related to transportation efficiently while maintaining high levels of satisfaction throughout the resolution process.
- Improved transportation efficiency by streamlining route planning and coordinating schedules.
Education
High School Diploma -
Bais Malka
Monsey, NY2020
Bais Malka
Ashdod, Israel2018
Skills
Problem-solving
Creative solutions
Written/Verbal Communication
Fluent in Hebrew, English and Yiddish
More
Creative and talented.
Timeline
Assistant Loan Officer
Funding Source
04.2022 - 05.2024
Secretary
BCG
09.2021 - 03.2022
Transportation Coordinator
Bais Malka
09.2020 - 06.2021
High School Diploma -
Bais Malka
Bais Malka
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