Summary
Overview
Work History
Education
Skills
Timeline
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Savannah Margiotta

Customer Service Rep
Sewell,NJ

Summary

I am a very strong, organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. I am very passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options. Hardworking and dedicated, you would not regret me.

Overview

7
7
years of professional experience

Work History

Mortgage Associate

Freedom Mortgage
06.2021 - Current
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
  • Worked with underwriters to fix application problems and resolve issues.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Called customers to follow up on late payments.
  • Handled issues dealing with my computer due to being remote.
  • Took and escalated phone calls
  • Handled escalated calls

Banking Associate

First Harvest Credit Union
02.2019 - 04.2021
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.
  • Opened, closed, and updated accounts for customers.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Assisted customers with banking needs and inquiries.
  • Executed wire transfers, stop payments and account transfers.
  • Cross-sold credit cards, loans and other bank products.
  • Educated customers on online banking and mobile banking applications.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.

Membership Associate

BJ's Wholesale
05.2017 - 02.2019
  • Maintained thorough knowledge of all competitor products and services.
  • Maintained membership database, ensuring that all information was current and accurate.
  • Actively engaged clients upon entrance with pleasant greeting.
  • Helped customers navigate choices between services with support for questions such as terms, pricing, and availability.
  • Promoted high level of customer satisfaction using strong relationship-building skills, consistent follow-up and prompt issue resolution.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Processed and audited transactions, purchases and payments.
  • Cross-sold products to customers to meet customer needs.

Education

High School Diploma -

Washington Township High School
Sewell, NJ
06.2017

Skills

  • Payment Collection
  • Sales Development
  • Refinancing Options
  • Regulatory Compliance
  • Employment Verification
  • Data Collection
  • Personal Data Collection
  • Customer Account Review
  • Problem-Solving
  • Accounting Software
  • Microsoft Office
  • Customer Service
  • Customer Communication
  • Deposit and Payment Collection
  • Decision-Making
  • Community Engagement
  • Relationships and Rapport
  • Issue Resolution
  • Membership Processing
  • Materials, Applications, and Other Documentation
  • Reception Management
  • Relationship Building
  • Team Training
  • Customer Relations

Timeline

Mortgage Associate

Freedom Mortgage
06.2021 - Current

Banking Associate

First Harvest Credit Union
02.2019 - 04.2021

Membership Associate

BJ's Wholesale
05.2017 - 02.2019

High School Diploma -

Washington Township High School

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Savannah MargiottaCustomer Service Rep