Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yvette Duckrey Furbert

Sicklreville,NJ

Summary

Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 14 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures.

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Overview

21
21
years of professional experience

Work History

Mortgage Tele Sales Loan Officer

TD Bank NA
04.2014 - 05.2025
  • Submitted loan applications to underwriter for verification and recommendations.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Maintained strict confidentiality of bank records and client information.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Responsible for building and maintaining long-term relationships with my customers
  • Explained very technical financial information to applicants in easy to understand language.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Ensured compliance with all federal and state regulations throughout the loan origination process.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
  • Developed strong relationships with customers through high levels of customer service.

Financial Services Representative

TD Bank NA
06.2013 - 04.2014
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Maintained updated records of all financial transactions to support traceability.
  • Tracked budget forecasts and monitored budget performance.
  • Produced financial statements and reports to comply with regulations.
  • Built and established relationships with clientele to improve future business opportunities, made over 30calls a day to follow up with clients.
  • Advised clients on financial matters and recommended investments.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Identified opportunities to cross-sell products, resulting in increased revenue for the bank.

Loan By Phone Representative

TD Bank NA
09.2012 - 05.2013
  • Trained new personnel regarding company operations, policies and services.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates..
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Promptly responded to inquiries and requests from prospective customers.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Responded proactively and positively to rapid change.
  • Supported promotional campaigns effectively by informing customers about special offers during calls.
  • Exceeded sales targets consistently through persuasive communication and effective product presentation.
  • Worked closely with supervisors during performance evaluations; implemented constructive feedback leading to personal growth.
  • Adapted communication style according to individual caller requirements, resulting in enhanced customer experiences.
  • Maintained up-to-date knowledge of industry trends and company policies for informed customer interactions.
  • Built strong rapport with customers, establishing trust and fostering loyalty to the brand.
  • Achieved higher first-call resolution rates by listening attentively to customer concerns and addressing them promptly.

Customer Service Representative

Commerce Bank
08.2004 - 04.2012
  • Responded to customer requests for products, services, and company information.
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Cross-trained and provided backup support for organizational leadership.
  • Trained staff on operating procedures and company services.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Maintained up-to-date knowledge of product and service changes.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.

Education

Bachelor of Arts - Communications, Education, Special Needs

Rowan University
Glassboro, NJ
05.2014

Associate of Science - Communication Writing Arts, Education

Camden County College
Blackwood, NJ
05.2011

Skills

  • Practiced at FHA loan process
  • Proficient in financial transactions
  • Financial planning expert
  • Credit evaluation
  • Banking operations
  • Creditworthiness evaluation
  • Investment portfolio management
  • Information security protocols

Timeline

Mortgage Tele Sales Loan Officer

TD Bank NA
04.2014 - 05.2025

Financial Services Representative

TD Bank NA
06.2013 - 04.2014

Loan By Phone Representative

TD Bank NA
09.2012 - 05.2013

Customer Service Representative

Commerce Bank
08.2004 - 04.2012

Bachelor of Arts - Communications, Education, Special Needs

Rowan University

Associate of Science - Communication Writing Arts, Education

Camden County College

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