

Certified Health Insurance Agent with experience in multiple financial services. By providing these customer-focused solutions I've become skilled at navigating complex regulations and escalations delivering clear and concise information to clients, and Also, its been very important managing relationships with both customers and the business parties we engage with on a daily basis. Strengths include understanding all aspects of customer service & sales, communicating effectively, and problem-solving.
A committed student eager to leverage exceptional communication and interpersonal skills in a professional setting. Possesses experience in data entry and money handling. Capable of quickly memorizing product details and fostering strong customer relationships.
● Provided technical assistance and guidance to internal production staff for company systems, correspondent websites, and software while staying updated on current financial regulations, processing, and underwriting.
Identified and resolved troubleshooting issues, tested program functionality and efficiency.
● Serviced and supported customer web portals, loan pricing and lock request questions. Directed employees on submitting loans, checking program eligibility, running automated underwriting findings and financial documentation management.
● Responded promptly to customer complaints regarding products and services received to ensure satisfaction was achieved.
● Assisted new Mortgage Loan Officers and Branches in the onboarding process by coordinating all technical needs with the IT Department and maintaining and issuing system and service user login information.
● Handled Encompass 360 Help Desk support, simultaneously collaborated on nationwide system update project management and implementation.
● Provided loan origination system training to enhance the effectiveness of officers in processing loans via Encompass solutions, and Account management for new user logins and maintenance of usernames and passwords.
● Identified and resolved any troubleshooting issues that arose and assisted in testing of program functionality, efficiency and utilization.
● Managing & promoting new business, retirement, and personal client accounts, while being responsible for branch growth & sales, as well as compliance & operations. Brand marketing and the companies reputation were important every day!
● Key duties involved close coordination with the Branch Manager in maintaining customer service standards, conducting new hire training, and addressing escalated problems.
● Conducted research and swiftly resolved complex problems.