| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateP R O F I L EInfluential, analytical and client-focused business professional, offering an extensive background in client relations, sales, event planning and financial services. Skilled and well- established in enhancing a companys customer engagement experience through intuitively listening to a customers needs, problem-solving issues and concerns to find solutions. Enriches business marketing strategies to build and maintain client relationships. Delivers business solutions, product/service knowledge and quality customer care to optimize loyal client relationships, drive customer engagement and reduce client dissatisfaction. E D U C A T I O NCANDIDATE FOR ASSOCIATES DEGREE,BUSINESS ADMINISTRATIONTidewater Community CollegeCandidate's Name
Maury High SchoolC O N T A C TAdriane BrooksA BPHONE NUMBER AVAILABLEEMAIL AVAILABLELINKEDIN LINK AVAILABLENorfolk, VA 23502B U S I N E S S D E V E L O P M E N T F I N A N C I A L S E R V I C E S A D M I N I S T R A T I V E S U P P O R T A R E A S O FE X P E R T I S EDatabase ManagementCustomer ServiceFinancial ServicesReporting & AnalysisDirect SalesEvent PlanningTraining and DevelopmentAdministrative SupportMarketingBusiness DevelopmentCustomer EngagementCross-SellingW O R K E X P E R I E N C EOVM Financial I Virginia Beach, VA Aug 2020 Present SET-UP COORDINATORExecute process of reviewing mortgage loans to ensure compliance with Federal Housing Association (FHA) and Veteran Affairs (VA) standards to aid successful submission and processing of loans. Complete tasks related to appraisals, documentation, and reporting. Collect necessary data to setup files to completion prior to forwarding to underwiter; obtain FHA and VA I.D. numbers as well as FHA and VA case numbers. Order compliance and fraud reports and flood certificates, as needed. Facilitate appraisal process with accuracy and efficiency; order appraisals as needed and update and maintain appraisal invoice spreadsheet on weekly basis. Mitigate risk of non-compliance or delays, ensure all disclosures are signed and borrowers commitment to loan proceedings. Generate Certificate of Eligibility (COE) documentation for VA loans to confirm lender meets certain requirements for home loan benefits based on military service. Attend and complete all company mandatory trainings with required deadlines. Chartway Federal Credit Union I Virginia Beach, VA May 2019 June 2020 FINANCIAL SOLUTIONS SPECIALISTDelivered valued customer support to credit union members and non-members via inbound phone calls. Provided expertise and knowledge regarding checking, savings, certificates of deposit and loan products. Increased revenue and expanded customer base, cross-sells products and services offered by Chartway to influence customers to partipate in additional offerings. Enhanced member experience and improves customer satisfaction, resolved complex conversations in a timely manner; recieved positive customer reviews on surveys. Achieved daily production goal of 60-70 calls per day and 6 min and 20 sec per call. The Auto Connection I Norfolk, VA Sept 2017 April 2019 AUTO FINANCE REPRESENTATIVEDrove successful rates of auto sales by serving as the customers expert loan financial education resource. Gathered customers information and directed them through the auto loan pre-approval process. Possesses an active VA Car Salesperson License. Managed an inbound and outbound flow of 140 phone calls per day, answering customers questions and executing the loan pre-approval process. Exceeded sales quotas by 50%, averaging 75 auto sales per month. Trained newly hired associates on business operations, policies and procedures. C L I E N T R E L A T I O N S S P E C I A L I S TS K I L L SActive CommunicationTime ManagementOrganizationData-EntryMicrosoft Office ProficiencyPublic SpeakingAdaptabilityConflict ResolutionLeadershipCreativityW O R K C O N T I N U E D . . .Woodlawn Funeral & Memorial Gardens I Norfolk, VA Mar 2017 Aug 2017 FAMILY SERVICE COUNSELORProvided families with information on the benefits of pre-planning and finalizing cemetery arrangements. Succeeded an average of $285K in sales per month. Performed in-home presentations to deliver informative details on cemetery and burial options. Met with at-need families after the burial to make sure all arrangements exceeded their expectations.Office Team Staffing Agency I Virginia Beach, VA Jan 2015 Mar 2016 DISCLOSURE DESK COORDINATOR (Temporary Assignment) Supported Towne Bank Loan Officers with making multiple changes throughout the loan application process. Prepared DocuSign envelopes and emailed the borrowers the changes made for required signatures. Ensured that requested changes were made in compliance according to VA mortgage regulations.Service Corporation International I Virginia Beach, VA Jan 2015 Mar 2016 FAMILY SERVICE DIRECTOREducated families on the benefits of pre-planning and completing cemetery arrangements. Supported clients with at-need burial and cremation options. Pursued leads to ensure monthly quota goals were met on an individual and team basis. Followed all company guidelines to ensure accuracy of burial spaces. Met with at-need families after the burial to make sure all arrangements exceeded their expectations and to advise on the J.D. Powers comment cards being sent to them within two weeks of the burial.Lifestyle Lift I Virginia Beach, VA Apr 2013 July 2014 COSMETIC SALES CONSULTANTLed cosmetic surgery presentations to potential patients to educate clients on the medical practices related to facial and neck enhancements. Succeeded anaverage of $120K in sales on a monthly basis. Discussed and customized finance options that would best suit the client and their situation. Upheld Lifestyle Lifts sales goal of securing the procedures deposit fee on the same day as their initial consultation. Completed in-house sales training, extended for consultations; certificate was attained. Atlantic Financial Services I Portsmouth, VA Feb 2012 Nov 2012 LOAN OFFICERDirected customers through the loan process via phone and in-person to determine loan approvals. Ran credit checks and processed verification documentation to support loan approvals. Performed visual vehicle inspections for collateral to secure loans. Processed credit card, debit, cash and pay by phone transactions. Updated insurance to ensure proper deductible and coverage per loan requirements. Strategized methods of advertising and marketing to drive increased customer base. PREVIOUS ROLEADMINISTRATIVE ASSISTANT Michael Wayne Investment Company, Virginia Beach, VA Adriane BrooksTEACHERC O N T A C TPHONE NUMBER AVAILABLEEMAIL AVAILABLELINKEDIN LINK AVAILABLENorfolk, VA 23502 |
