Stephanie Allen
Napa,CA
Summary
Dynamic professional with expertise in client relations and a strong commitment to service excellence. Proven ability to enhance customer experiences through effective communication and attention to detail.
Dedicated hospitality team member delivering exceptional customer service and strong client relations. Known for attention to detail and proactive problem-solving, ready to enhance customer experiences and drive business success.
Overview
27
27
years of professional experience
Work History
Hospitality Team Member
Beringer Winery
St Helena
04.2023 - Current
- Greeted guests upon arrival, assessing needs for optimal assistance.
- Handled guest transactions, posting payments and balancing cash drawers efficiently.
- Organized and hosted parties in the backyard area, including casual wine-tasting events.
Mortgage Loan Officer/Licensed Realtor
TMR Group, INC
Concord, CA
03.2023 - Current
- Delivered exceptional customer service throughout real estate transaction processes.
- Evaluated applicants' financial profiles, credit histories, and property assessments for loan feasibility.
- Developed and maintained relationships with referral partners, including real estate agents.
Mortgage Loan Officer
Finance of America Mortgage
San Ramon, California
05.2005 - 11.2022
- Evaluated financial capacity and aspirations of each client to establish suitable mortgage packages.
- Interacted with title companies, attorneys, surveyors and other third parties involved in the loan process.
- Utilized CRM systems to effectively manage client interactions and follow-ups.
Retail Wine Representative
E & J Gallo Wines
Sacramento , CA
01.1999 - 08.2001
- Assisted with wine orders in collaboration with store owners and beverage managers.
- Developed strong relationships with clients to foster brand loyalty and trust.
- Organized store by returning merchandise to designated areas and restocked displays.
- Stocked shelves and supplies, arranging displays to draw customer focus on key items.
Education
Bachelor of Arts - Social Work
CSU Sacramento
Sacramento, CA05.1997
Associate of Arts - Business Administration
CSU Sacramento
Sacramento, CA05.1997
Skills
- Customer service excellence
- Attention to detail
- Service orientation
- Verbal and written communication
- Customer relationship management
- Problem solving
- Cultural sensitivity
- Professional demeanor
- Team collaboration
- Effective communication
Affiliations
- Member, Alumni Association North Bay Assoc. of REALTORS- ACTIVE
Additional Information
- I find fulfillment and a connection in volunteering. I am currently the Treasurer of our HOA Board for the past two years. I was also a member of the Junior League of Oakland East Bay from 2005-2010.
- I am an avid traveler, enjoying the opportunity to explore new places, people, and cultures.
- I enjoy managing a team and playing bocce in the spring with Napa Parks and Recreation.
Timeline
Hospitality Team Member
Beringer Winery
04.2023 - Current
Mortgage Loan Officer/Licensed Realtor
TMR Group, INC
03.2023 - Current
Mortgage Loan Officer
Finance of America Mortgage
05.2005 - 11.2022
Retail Wine Representative
E & J Gallo Wines
01.1999 - 08.2001
Bachelor of Arts - Social Work
CSU Sacramento
Associate of Arts - Business Administration
CSU Sacramento