Staci Jones
Vancouver,WA
Summary
Dynamic leader and adept negotiator with a proven track record at Chase Bank, enhancing client satisfaction and retention through expert relationship management and financial guidance. Specializes in residential mortgage lending and problem-solving, achieving top performance in the Oregon market. Demonstrates exceptional team leadership and client account management, driving sales development and regulatory compliance.
Overview
16
16
years of professional experience
Work History
Client Relationship Consultant
US Bank
01.2024 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Mortgage Loan Officer
Chase Bank
06.2013 - 08.2022
- Top performer on my team and in Oregon market for my entire career.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
Banker
Chase Bank
06.2011 - 06.2013
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Educated customers on features and benefits of banking products and services.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
Assistant Manager
Pacific Sunwear
09.2008 - 06.2011
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
- Collaborated with management team to set sales targets and strategies, achieving consistent sales growth.
- Conducted performance evaluations, identifying areas for development and rewarding strong performance.
Education
High School Diploma -
Sunset High School
Portland06-2009
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- Goal oriented
- Relationship selling
- Loan origination
- Residential mortgage lending regulations
- Client account management
- Negotiation tactics
- Sales development
- Financial analysis
- Document review
- Regulatory compliance
- Cash handling
- Customer service
- Cross-selling expertise
- Self-motivated nature
Timeline
Client Relationship Consultant
US Bank
01.2024 - Current
Mortgage Loan Officer
Chase Bank
06.2013 - 08.2022
Banker
Chase Bank
06.2011 - 06.2013
Assistant Manager
Pacific Sunwear
09.2008 - 06.2011
High School Diploma -
Sunset High School
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