accounts manager resume example with 19+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - - -

Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.

  • Customer service-focused
  • Sales expertise
  • Analytical
  • Detail-oriented
  • Excellent time management
  • Reliable
  • Knowledge of VA loan process
  • Experian Credinomics
  • Experian Strategy Management software
  • Equifax Application Engine
  • DOC License

Implemented several strategies that successfully increased sales and improved client retention rates.

03/2012 to Current
Accounts Manager Engineering Analytics, Inc. Fort Collins, CO,

Reviewed new customer orders and requests and manually entered data into a centralized database.

Negotiated contracts with outside providers to minimize costs to the company and customers.

Manually created shipments, assigned carriers and dispatched shipments.

Communicated all emergencies, delays due to weather and carrier schedule changes to customers and supervisors.

Coordinated rush orders and order changes.

Acted as a liaison between logistics, carriers and customers.

Exhibited strategic leadership and foresight in support of long-range sales growth.

09/2011 to 02/2012
Senior Loan Administrator The Bank Of New York Mellon Miami, FL,

Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.

Adhered to all federal and state compliance guidelines relative to retail mortgage lending.

Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.

Researched banking guidelines and statutory requirements to stay updated on new laws and applications.

06/2003 to 09/2010
Senior Loan Administrator The Bank Of New York Mellon King Of Prussia, PA,

Adhered to all federal and state compliance guidelines relative to retail mortgage lending.

Performed daily maintenance of the loan applicant database.

Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.

Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.

Provided expert financial advice on mortgage and both educational and personal loans.

Educated customers on the variety of loan products and available credit options.

01/2001 to 05/2003
Financial Consultant American Addiction Centers West Palm Beach, FL,

Recommended and helped customers select merchandise based on their needs.

Informed customers about sales and promotions in a friendly and engaging manner.

Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.

Trained new employees on company customer service policies and service level standards.

04/2000 to 2001
Account Manager Servicemaster Restoration Services Pensacola, FL,

Collected customer feedback and made process changes to exceed customer satisfaction goals.

Provided accurate and appropriate information in response to customer inquiries.

Addressed customer service inquiries in a timely and accurate fashion.

Expected in 2000 to to
Bachelor of Science: Agricultural Business
Arkansas Tech University - Russellville, AR

Coursework in Business and Communications

Coursework in Accounting, Finance and Business Administration

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Resume Overview

School Attended

  • Arkansas Tech University

Job Titles Held:

  • Accounts Manager
  • Senior Loan Administrator
  • Senior Loan Administrator
  • Financial Consultant
  • Account Manager


  • Bachelor of Science

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