Motivated and experienced in sales and customer success professional looking to expand into new sales markets. Seeking to leverage interpersonal skills to build working relationships.
Served as a first point of contact to both internal and external customers while providing solutions to resolve more complex issues. Established and maintained relationships with new and existing clients through networking and prospecting. Facilitated training sessions with Brokers to ensure user readiness with a clear understanding of Fairway's proprietary system. Managed escalations for client issues and acted as a liaison between the internal team and the client to ensure resolution and recommend process improvement. Served as a trusted expert in order to identify market expansion opportunities by matching client requirements to product solutions.
Organized and facilitated trainings for brokers/clients on company systems, loan products, and department updates. Provided customer support to new Wholesale Brokers and Non-Delegated Correspondent clients and their colleagues. Assisted brokers/clients with reviewing loan applications for accuracy prior to submittal. Worked with brokers/clients to troubleshoot application issues and worked with internal departments to assist in issue resolution.
Managed client relationships and transaction reports. Implemented strategies to surpass quarterly goals in client and business relations. Provided support across Account Management Team to manage internal projects and revenue reporting. Executed strategies in alignment with the company's vision and growth projections. Ensured team members complied with national and state real estate regulations.
Assessed customer''s needs through detailed consultations leading them towards suitable options based on their lifestyle and requirements. Maintained thorough records of customer information, prepared detailed work payments, processed insurance claims, and collected balances from customers. Educated clients about how to adapt to, wear, and care for eyeglasses. Trained new staff members on best practices for dispensing eyewear, promoting consistency in quality across the team. Maintained safe, clean and organized environment to increase patient comfort. Verified and updated patient records promptly to guarantee accurate prescription information. Built long-lasting relationships with clients through attentive follow-up care and ongoing communication regarding their eyewear needs.
HIGHLY EFFECTIVE COMMUNICATOR
SELF MANAGEMENT
LEADERSHIP
DEPENDABLE
NETWORKING
SELF STARTER
ORGANIZATIONAL SKILLS
MICROSOFT SUITE
SALESFORCE
ZOOM