Summary
Overview
Work History
Education
Skills
Timeline
Generic
Stephanie Courson

Stephanie Courson

Summary

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.

Overview

10
10
years of professional experience

Work History

TPO PRODUCTION SUPPORT SPECIALIST

Fairway Independent Mortgage Corporation
03.2022 - 02.2024

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.

BROKER ONBOARDING SPECIALIST-CUSTOMER CARE EXPERT

Stearns Lending LLC
01.2020 - 03.2022

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.

Client Support Manager

THE BRANDON GROUP
11.2018 - 01.2020

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.

LEAD OPTICIAN

GRACE EYE CLINIC
05.2014 - 11.2018

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.

Education

Associate of Applied Science -

Cedar Valley College
Lancaster, TX
05.2011

Skills

HIGHLY EFFECTIVE COMMUNICATOR

SELF MANAGEMENT

LEADERSHIP

DEPENDABLE

NETWORKING

SELF STARTER

ORGANIZATIONAL SKILLS

MICROSOFT SUITE

SALESFORCE

ZOOM

Timeline

TPO PRODUCTION SUPPORT SPECIALIST

Fairway Independent Mortgage Corporation
03.2022 - 02.2024

BROKER ONBOARDING SPECIALIST-CUSTOMER CARE EXPERT

Stearns Lending LLC
01.2020 - 03.2022

Client Support Manager

THE BRANDON GROUP
11.2018 - 01.2020

LEAD OPTICIAN

GRACE EYE CLINIC
05.2014 - 11.2018

Associate of Applied Science -

Cedar Valley College
Stephanie Courson