client specialist resume example with 18+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Professional Summary
Team oriented and results-driven. Proven ability to take initiative, exceed goals, and efficiently manage multiple priorities. Knowledgeable and dedicated customer service professional with extensive experience in mortgage industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Skills
Inbound and Outbound Calling
Team-Oriented building collaborations
Proactive Self-Starter
Responding to Difficult Customers
Change Orders
Upbeat and Positive Personality
Building Customer Trust and Loyalty
Customer Account Management
Work History
03/2022 to Current
Client SpecialistRobert W. Baird & Co. Incorporated – Seattle, WA,
Became primary point of contact for customer service by following up with clients, and responding to incoming calls. Identified need for a point person during time company saw applications increase 5 fold from previous month
Supported programs process by gathering loan documentation and assisting with loan processing and general underwriting analysis.
Provided suggestions for process, application and documentation improvement. Put together list of most common customer questions and answers. These will be included in chat function of document storage platform.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of product and creating welcoming, positive experiences.
Investigated and resolved customer inquiries and complaints quickly through collaboration..
Responded proactively and positively to rapid change. Embraced "all hands on deck" environment. Took on special projects to remove obstacles allowing Underwriters to focus on files.
Exhibited high energy and professionalism when dealing with clients and staff.
02/1998 to 06/2016
VICE PRESIDENTMufg (Dba) – Big Bear Lake, CA,
Originated and processed loan files, averaging $1.5 million in loan amounts per month.
Established reciprocal relationships with affiliated professionals including attorneys, investors, appraisers and warehouse banks.
Processed all loan files from origination through packaging for sale to investor and assisted in processing of all loan officer's files
Established checklists for originators to follow in processing of loan files to meet investor guidelines.
Interviewed, hired, managed and trained all loan officers
Main point of contact all client customer service concerns.
Established and implemented Company Quality Control, Red Flag and Fraud programs
Reviewed all final loan packages sent to underwriting for completeness and qualification.
Maintained highest level rankings for file completeness of initial packages with all investors
Packaged all files sent to warehouse bank for funding and for sale to investors
Maintained highest level rankings in post closing issues
Created marketing plans tailored towards whole company and also towards individual originators.
Education
Expected in 05/1999 to to
Bachelor of Science: Business Administration Albertus Magnus College - New Haven, CT, GPA:
Skills
Inbound and Outbound Calling
Team-Oriented building collaborations
Proactive Self-Starter
Responding to Difficult Customers
Change Orders
Upbeat and Positive Personality
Building Customer Trust and Loyalty
Customer Account Management
Work History
03/2022 to Current
Client Specialist HALO Corporation – Essex, CT
Became primary point of contact for customer service by following up with clients, and responding to incoming calls. Identified need for a point person during time company saw applications increase 5 fold from previous month
Supported programs process by gathering loan documentation and assisting with loan processing and general underwriting analysis.
Provided suggestions for process, application and documentation improvement. Put together list of most common customer questions and answers. These will be included in chat function of document storage platform.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of product and creating welcoming, positive experiences.
Investigated and resolved customer inquiries and complaints quickly through collaboration..
Responded proactively and positively to rapid change. Embraced "all hands on deck" environment. Took on special projects to remove obstacles allowing Underwriters to focus on files.
Exhibited high energy and professionalism when dealing with clients and staff.
02/1998 to 06/2016
VICE PRESIDENT TRISTATE MORTGAGE CORPORATION – Wallingford, CT
Originated and processed loan files, averaging $1.5 million in loan amounts per month.
Established reciprocal relationships with affiliated professionals including attorneys, investors, appraisers and warehouse banks.
Processed all loan files from origination through packaging for sale to investor and assisted in processing of all loan officer's files
Established checklists for originators to follow in processing of loan files to meet investor guidelines.
Interviewed, hired, managed and trained all loan officers
Main point of contact all client customer service concerns.
Established and implemented Company Quality Control, Red Flag and Fraud programs
Reviewed all final loan packages sent to underwriting for completeness and qualification.
Maintained highest level rankings for file completeness of initial packages with all investors
Packaged all files sent to warehouse bank for funding and for sale to investors
Maintained highest level rankings in post closing issues
Created marketing plans tailored towards whole company and also towards individual originators.
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