Tracey G Rosenblatt

Individual Retirement Account Dept > College Savings Dept

• Verify customer’s identity according to service standards, and then resolve issues, inquiries, and requests promptly, professionally, and accurately.
• Processed financial and non-financial transactions in a timely and accurate manner.
• Complied with plan document provisions, regulations, guidelines, and company procedures.
• Demonstrated flexibility, team orientation, customer orientation, detail orientation, and self-motivation.
• Protect, secure, and properly handle all confidential data to ensure against unauthorized access, improper transmission, and unapproved disclosure of information that could result in harm to Ascensus and its customers.
• Handled stressful situations regarding urgent customer needs in a professional manner.
• Demonstrated familiarity with Microsoft Office, Excel, Teams, and the company's technical database applications, working remotely.
• Used excellent active listening, verbal, and written skills to identify customer needs for additional products or services and refer them to appropriate branch representatives if applicable.
• Handled requests from clients, financial advisors, and plan administrators seeking information or executing requests on specific accounts, products, or plans.
• Responsible for providing high-quality service to 30 to 50 callers per day, handling requests, providing explanations regarding benefits and plan provisions, and updating account owner contacts using provided processes.

• Developed and maintained strong customer relationships to ensure satisfaction and retention.
• Solved customers’ problems with active listening, learning, analyzing, and offering solutions.
• Expanded customer base through cold calling, networking, and relationship building.
• Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
• Cultivated deep understanding of product features to answer questions and overcome objections.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
• Informed customers of promotions to increase sales productivity and volume.
• Developed and maintained strong working relationships with professionals in the call center of 80 people.
• Presented professional image consistent with company's brand values.
• Attended monthly sales meetings and quarterly sales trainings.

• Developed comprehensive market analyses of local market sales.
• Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their investments.
• Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling.
• Developed strong relationships with clients, earning their trust and loyalty through consistent communication with the mortgage lenders, title companies, inspection companies, insurance agents, appraisers, other Realtors following the contract through to closing.
• Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
• Conducted research to answer questions and handle issues using multiple systems and resources.
• Recorded supporting documentation for phone calls and written correspondence.
• Cultivated a wide network of professional contacts, increasing referral business and expanding client base over time.
• Prepared contracts and related documentation according to strict standards.
• Completed training programs to remain updated and further develop proficiency of important industry information.
• Enhanced brokerage reputation, consistently delivering exceptional client service and transparent communication.
• Reinforced ethical trading practices, ensuring all brokerage activities complied with legal standards and best practices.
• Managed day-to-day business operations.
• Attended industry, business, and continuing education classes on time with enthusiasm so that I could continue to improve my knowledge and skills as a professional.
• Cultivated strong relationships with clients, enhancing customer satisfaction and loyalty.

• Worked effectively with a team and management, adapting to new and different tools.
• Developed strong relationships with clients, enhancing loyalty and repeat business.
• Coordinated property viewings, ensuring optimal presentation of listings to potential buyers, including Open Houses.
• Facilitated negotiations between buyers and sellers, achieving favorable terms for all parties involved.
• Conducted market research to identify trends and prepare a comparative market analysis of properties recently sold.
• Became very knowledgeable and experienced with standard resale, new construction, foreclosure, short sale, and vacation properties.
• Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their investments.
• Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling.
• Developed strong relationships with clients, earning their trust and loyalty through consistent communication with the mortgage lenders, title companies, inspection companies, insurance agents, appraisers, other Realtors following the contract through to closing.
• Conducted research to answer questions and handle issues using multiple systems and resources.
• Recorded supporting documentation for phone calls and written correspondence.
• Cultivated a wide network of professional contacts, increasing referral business and expanding client base over time.
• Prepared contracts and related documentation according to strict standards.
• Attended and completed industry, business, and continuing education classes on time to further develop proficiency of important industry information so that I could continue to improve my knowledge and skills as a professional.
• Cultivated strong relationships with clients, enhancing customer satisfaction and loyalty.

• Worked effectively with a team and management, adapting to new and different tools.
• Developed strong relationships with clients, enhancing loyalty and repeat business.
• Coordinated property viewings, ensuring optimal presentation of listings to potential buyers, including Open Houses.
• Facilitated negotiations between buyers and sellers, achieving favorable terms for all parties involved.
• Conducted market research to identify trends and prepare a comparative market analysis of properties recently sold.
• Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their investments.
• Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling.
• Developed strong relationships with clients, earning their trust and loyalty through consistent communication with the mortgage lenders, title companies, inspection companies, insurance agents, appraisers, other Realtors following the contract through to closing.
• Conducted research to answer questions and handle issues using multiple systems and resources.
• Recorded supporting documentation for phone calls and written correspondence.
• Cultivated a wide network of professional contacts, increasing referral business and expanding client base over time.
• Prepared contracts and related documentation according to strict standards.
• Attended and completed industry, business, and continuing education classes on time to further develop proficiency of important industry information so that I could continue to improve my knowledge and skills as a professional.
• Cultivated strong relationships with clients, enhancing customer satisfaction and loyalty.

• Tendered bids for commercial contracts, restaurants, nightclubs, offices, retail stores, and factories, and was successful in winning 80% of them.
• Effective staff delegation, training, staff, and business management allowed me to expand the business to 36 full-time employees in 3 years.
• Focused on the business/administration tendered bids, accounting, and payroll, kept an excellent inventory of supplies and equipment, and maintained equipment.
• Maintained excellent and satisfied customer service and high staff retention.
• Managed daily operations, ensuring efficient workflow and exceptional customer service.
• Developed and implemented marketing strategies to increase brand visibility and customer engagement.
• Oversaw financial management, including budgeting, forecasting, and expense tracking.
• Established vendor relationships to secure favorable terms and enhance product offerings.
• Managed day-to-day business operations, ensuring all tasks were completed accurately and efficiently by team members.
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
• Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
• Trained and motivated employees to perform daily business functions.
• Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
• Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
• Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
• Ensured regulatory compliance by staying abreast of industry-related changes and implementing necessary policies or procedures as needed.
• Fostered strong relationships with clients to boost retention rates, conducting regular feedback sessions.
• Interacted well with customers to build connections and nurture relationships.
• Monitored equipment performance and conducted routine maintenance to minimize downtime.
• Led safety meetings to promote workplace safety awareness and accident prevention strategies.
• Operated various types of machinery, demonstrating versatility and adaptability in diverse work environments.
• Maintained a safe working environment by enforcing strict adherence to safety guidelines and protocols.