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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEProfessional SummaryResourceful banking professional committed to delivering top-level service to all client base. Skilled in client relationship management, conflict resolution, and leadership.Proactive Personal Banker adept in multiple areas and, demonstrated through 20 years of experience in the financial sphere. Diligent financial professional seeking to fulfill a Customer Service opportunity within a call center. Committed to driving continuous improvement and increasing efficiency to optimize great team results.Personable and ambitious customer service professional specializing in providing customer resolutions. Outstanding background in customer service, sales and banking. Addresses all questions and concerns with customer satisfaction in mind.SkillsFinancial product knowledgeSales strategyPeople-orientedStrong account analysis skillsExcellent time management skillsSavvy relationship-builderHigh level of accuracyCompliance, banking laws and regulationsDetail-orientedWork HistoryApplication Care Specialist 10/2018- presentKohls Milwaukee, WIPrepares credit card applications for underwriting within established guidelinesResponds to all calls, emails and other correspondence to answer question and resolve issue/disputesSet up and verify new accountsApprove credit card exception and overridesProcess orders and paymentsPersonal Banker, 09/2016 to 10/2018BMO Harris Bank Brookfield, WIAdvise customers on bank services for their needsManage customers bank accounts; open, close and oversee transactionReach out to potential customers to generate new businessPerform administrative dutiesPresent financial products and services to existing and prospective customers.Loss Mitigation Specialist, 08/2016 to 09/2016Robert Half/ BMO Harris Bank Brookfield, WIContact and interact with delinquent borrowers to review different options for paymentsTracks and follows up on receipt to insure information is sent to borrower in a timely mannerRequest payoff, reinstatement quotes, payment histories, ect from the clientEnforce loan workouts, forbearance, stipulations, modification as well as deed in lieu transactions adhering to investor guidelinesConduct credit reports using TransUnion and Experian.Milwaukee, Collector III/ Loan Servicing Specialist, 01/2007 to 01/2015Wells Fargo Home MortgageFollow guidelines and procedures within investor.Liquidate delinquent mortgage loan.Took payments over the phone to cure delinquent accounts.Complete Financial updates for customers who are interested in Loan Modifications or Refinancing of their loans.Define creative, innovative methodologies to reduce portfolio delinquency.Qualified to educate customers on various ways to cure their delinquent accounts.Utilize qualitative and quantitative ability to resolve basic customer situations.Partner w/ surrounding departments to exhaust all possible financial solutions.Participate in aggressively meeting and/or exceeding department service level initiatives.Accessed various financial tools to validate customer eligibility for mortgage retention programs. |
