Sarah Courtney

Currently my job duties entail:

* Handle high-volume inbound calls from agents, clients, and assistants, providing status updates, processing redraft requests, and resolving application inquiries

* Support application processing by managing change requests and ensuring accurate updates in a timely manner

* Collaborate across multiple roles, including training and shadowing new hires to support onboarding and team development

* Actively participate in and present during team huddles and committee meetings, contributing to process improvements and team alignment

* Assist underwriters by processing auto-decline applications accurately and efficiently

* Conduct and complete client phone interviews (both inbound and outbound) to gather required underwriting information while ensuring a positive customer experience

• Handled inbound customer inquiries efficiently, ensuring high levels of satisfaction.
• Documented interactions and updated customer records in CRM system accurately.
• Resolved billing discrepancies by coordinating with internal departments effectively.
• Provided information on account statuses and payment options to customers clearly.