Amanjot Kaur

**** ****** ***, ***********, ** ***55

Cell: 571-***-****

ad2g64@r.postjobfree.com

Professional Summary

Highly reliable and focused with over 10 years of experience in providing World Class Customer Service and extraordinary in-depth knowledge of financial and Sales industry. Proficient in assisting new and existing clients with their immediate, short term and long term financial needs/ goals. Maintain Primary ownership of cases for the loan and insurance applications and assist in underwriting process. Designated peer-coach trainer and acting branch Lead in peak times of the season. Graduated from SunTrust banker development program to advance management and organizational skills.

Core Qualifications

Extensive experience in banking and various Truist Mortgage products

Provides notary service to clients

Strong familiarity with a variety of retail banking transaction and account opening functions

Excellent expertise in customer consumer loan types

High proficiency in a variety of cash handling processes

Exceptional abilities in loan origination and processing

Sound skills in assisting loan and credit department growth

Superior incoming and outgoing wire processing abilities

Outstanding communication and math’s skills

Education

Bachelor’s Degree in Business Administration from American Public University

Experience

Customer Relationship/Account Manager 9/17/2012 – 01/02/2022

SunTrust Bank Manassas, VA

Responsible for developing and implementing business plan to exceed sales goals.

Responsible for uniting the Truist Mortgage Loan products applications

Maintaining the complete procedural and product knowledge of various Mortgage products.

Responsible for setting up the underwriters expectations appropriately to our clients.

Responsible for assisting clients in Loan fulfillment and smooth transition of full Mortgage process.

Proficient in maintaining CCG (client conversation guide) to build strong relationship with clients.

Graduated from SunTrust banker development program to nourish managerial skills.

Proficient with Microsoft Office Suite, Skype and office equipments including fax machines, copiers, telephone systems.

Proficient with SunTrust’s in-house tools like On-Ramp and LINIX to facilitate the documentation process between the underwriter and clients.

Elected Peer-Coach trainee for the entire area, responsible for onboarding and to train new hire employees.

Responsible to coach and develop team by providing coaching sessions around sales, services and operations.

Consistently follows the defined set of policies, procedures, external and internal customer service standards.

Meeting and exceeding set sales goals every quarter.

Responsible for promoting the bank through SunTrust at work program and making business development outbound calls.

Maintained strict confidentiality for all client information.

Maintained and updated office process reports on a regular basis.

Updated high-value profiles and portfolios for important/preferred clients.

Customer Relationship Manager 6/21/2006 - 3/15/2013

Best Buy Co., INC. Springfield, VA

Exceeded targeted sales goals by 105 %.

Completed weekly schedules according to payroll policies.

Trained staff to deliver outstanding customer service.

Organized, and lead team meetings covering strategies, and performance plans.

Analyzed monthly P&L to identify gaps, and build plans for positive change.

Created strategies to develop and expand existing customer sales.

Designed and proposed sales and promotional campaigns to enhance client base.

Office Manager/ Dental Assistant 5/21/2008 - 9/15/2012

Stephen P. Fassnacht, Dental Office Burke, VA

Efficiently manage patient care, office and laboratory duties within a multispecialty dental group.

Maintained clean, sterile and positive environments optimizing patient comfort and safety.

Build a loyal patient following; frequently requested by patients to serve as their dental assistant.

Worked chairside assisting family dentist with routine cleaning and specialized procedures, making patients feel as relaxed as possible and preparing them for treatment.

Gained experience in exposing and processing X-rays; fabricating crowns, pouring impressions, trimming models and preparing orthodontic equipment; and assisting with extractions, impactions, fillings, implants.

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