Customer Service Manager

Karen E. Medina

**** ********* ***

Livermore, Ca 94550

Home 925-***-**** / Cell 925-***-****

***********@***.***

***Professional Work Experience***

Customer Service Specialist/Telemarketer

5/2009 - 2/2010 Nelson Staffing, Fremont, Ca./Temporary Contract Employee

of Fremont Bank

Launched a successful pilot telemarketing program offering clients checking

account relationship packages in connection with new Real Estate Mortgage

products in an effort to generate new client business thus increasing sales

revenue for this midsized bank. Experience working with a windows based

computer environment, working knowledge of MS Office, Loan Origination

System ( LOS ) such as Empower and interpreting Lexis Nexus Risk Solutions

data software program.

Customer Services/Product Sales Specialist

1/2008 - 1/2009 J P Morgan Chase Bank, Pleasanton, Ca

Worked in a busy Inbound Credit Card Division Call Center setting answering

80-100 calls per day, answering routine CS calls from existing Credit Card

customers delivering excellence in customer service. Highly skilled cross-

selling various bank products on every call, exceeding all monthly sales

goals.

2/1997 thru 1/2009- Self Employed Business Owner - Karen Medina's Licensed

Family Daycare

Independently owned/operated a successful Licensed Family Childcare

business. Supervised up to

9 children of all age groups in a nurturing, learning environment.

Senior Loan Officer/Branch Manager

4/1989 - 1/1997 Contra Costa Federal Credit Union, Martinez, Ca

Senior Loan Officer/Underwriter- Loan Interviewer, financial advisor,

processed consumer and real estate loan applications, analyzing

credit/financial data, loan processing made credit granting decisions,

generated all loan documents/loan and executed final loan disbursements.

Branch Manager- Role taking as a team leader orchestrating, directing and

overseeing every aspect of the banks operations within a small branch

office of up to 5 employees. Expert in all phases of lending, cashiering

and cross-selling all financial products and services.

Branch Manager, Supervisor and Loan Officer

10/1980 - 4/1989 1st United Services Credit Union, Oakland, Ca.

Branch Manager- responsibilities including overseeing all daily operations

of a branch office directing, motivating and training up to 5 branch

employees in all areas of branch operations.

Sr. Loan Officer- Extensive Consumer Loan Lending

underwriting experience in all phases of lending.

Supervisor Call Center- Strong Leadership skills leading a team of 5 +

employees in a Member Services Call Center handling a large volume customer

service calls and processing deposits/payments.

EDUCATION- Tennyson High School, Hayward, Ca. - Diploma GPA: 3.0

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