client service manager resume example with 7+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Websites, Portfolios, Profiles
Professional Summary

Business professional with an exceptional track record of high-volume sales. A strong commitment to quality customer experience with a material focus on consumer satisfaction. Extraordinary communication skills help build significant customer loyalty. Proven ability to handle a diverse customer base, and quickly resolve the most challenging situations. A reliable and trustworthy individual with an in-depth knowledge of products, services, and communication. An organized and fast employee with advanced computer skills and a proven track record of successfully making sales calls and making sales. Heavy focus on becoming the subject matter expert on all products and services my company offers. A hardworking, friendly, punctual, and enthusiastic employee who will never allow a project or task to go unfinished.

  • Repeatedly commended by superiors for excellent customer service.
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Processing Procedures
  • Application preparation
  • Financial document review
  • Good telephone etiquette
  • Multitasking abilities
  • Reading comprehension
  • Financial transactions expertise
Work History
Regional Sales Manager Medical Sales , 03/2022 - Current
Accentcare , , North West Region/ WA, OR
  • Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
  • Developed and maintained positive relationships with clients in assigned sales territories.
  • Participated in sales calls with direct reports to strengthen customer relationships and uncover possible opportunities for growth.
  • Generated detailed sales reports and forecasts to analyze performance and track progress.
  • Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
  • Conducted product demonstrations and presentations to potential clients to capture more sales.
  • Finalized sales contracts with high-value customers.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Managed accounts to retain existing relationships and grow share of business.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Client Service Manager, 02/2022 - Current
Berkshire Hathaway Homeservices Alliance Real Estate , , Roseville, CA
  • Monitored metrics and developed actionable insights to improve efficiency and performance.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Prepared documents for underwriting by verifying client income, credit reports and other information.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Processed loans within various departments to achieve timely, accurate and fair proceedings.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Maintained long-term relationships with customers to provide best-in-class customer service.
Real Estate Agent, 04/2017 - Current
Fetch Rewards , ,
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Sold high volume of properties in short timeframes to exceed quotas and maximize business revenue.
  • Developed and maintained relationships with clients through networking, postcards and cold calling.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.
  • Advertised client properties through websites, social media and real estate guides.
  • Represented buyers and sellers of developed and undeveloped properties.
  • Reviewed market research data and changed sales plans accordingly.
  • Presented purchase offers to sellers for consideration.
Registered Loan Specialist , 06/2020 - 02/2022
All New Plumbing INC , , Roseville, CA
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
  • Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Handled any conditions sent from underwriting departments.
  • Set up and completed loan submission packages.
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Processed loans within various departments to achieve timely, accurate and fair proceedings.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering FHA, Conventional, and Irrls.
Medical Sales Representative, 12/2017 - 04/2020
Company Name , , Sacramento, CA
  • Generated revenue by liaising between doctors and companies to sell products.
  • Demonstrated proper equipment use by showing clients product setup and operation using advanced knowledge of medical and surgical processes.
  • Supplied hospitals and physicians with in-depth information.
  • Implemented diverse marketing and promotional strategies to enhance brand performance in target markets.
  • Exceeded sales goals, increased revenue and facilitated sales.
  • Exceeded established sales goals and increased client retention.
  • Surpassed annual sales quotas
Bachelors Degree : Communications, Expected in 08/2014
Corinthian College - ,
Status -
High School Diploma: , Expected in 06/2012
Davis Senior High School - Davis, CA
Status -

Real estate License | 2017

Medical Assistance Certificate|2020

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Resume Overview

School Attended

  • Corinthian College
  • Davis Senior High School

Job Titles Held:

  • Regional Sales Manager Medical Sales
  • Client Service Manager
  • Real Estate Agent
  • Registered Loan Specialist
  • Medical Sales Representative


  • Bachelors Degree
  • High School Diploma

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