Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust.
Overview
25
25
years of professional experience
Work History
Customer Service Specialist
Edward Jones
St Louis, MO
06.2023 - Current
Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
Relayed customer feedback to cross-functional teams to improve products and services.
Helped customers open accounts, make deposits, update information and carry out range of routine actions.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Payoff Specialist/Underwriter
Rocket Mortgage FieldHouse
Detroit, MI
10.2019 - 10.2022
Received payments and posted amounts to customer accounts.
Recorded information about status of collection efforts.
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Calculated pro-rated amounts to determine mortgage payoffs to move refinancing package forward
Made outbound calls to banks and financial institutions to request payoff letters
Research and verified refinance loan packages for income, credit, employment, and property criteria to determine if loan meets government guidelines and is ultimately beneficial to the client
Education
High School Diploma -
Ferndale High School
Ferndale
06-1985
Skills
Customer Retention
Complaint Resolution
Report Generation
Account Management
Customer Relationship Management (CRM)
Call Centers
Telephone Etiquette
Good Communication Skills
Regulatory Compliance
Accomplishments
Completed the Mortgage Loan
Originator exam for state and
federal licensing on the first
attempt (55% pass rate on the first
try with pass rates declining for
subsequent attempts) and
ultimately obtained licensing in 13
states to write and originate mortgage loans
Practice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward JonesPractice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward Jones