Customer Service Real Estate

Leslie A. Jones

**** ******* ***** *** 919-***-****

Raleigh, NC 27604 *********@*****.***

Objective Currently seeking a career transition into Human Resources

where I can offer my expertise in customer service, experience

in financial planning, and passion for helping people to help

your company maintain its competitive edge.

Employment Local Government Federal Credit Union, Raleigh, NC

History Member Service Specialist/Relationship Manager, March 2010-

present

. Secured $4.5M in member accounts for the company, since

March 2010

. Program has been labeled a success and is the number one

initiative of LGFCU, due to my involvement in the

implementation process.

. Manage database of member relationships

. Analyze account information to maximize depository insurance

. Research and approve potential participants

. Assist with the implementations of new products

. Write procedures and policy manuals; primary point of

contact and resource for questions regarding our current

programs.

. Collaborate with co-workers to develop marketing material to

support new initiatives

. Participate in planning sessions for implementing new

product strategies

. Train new and current employees on Thin Client software

. Participate in both software development and testing

. Compile data to track/monitor program success (benchmarking)

. Daily update member management software

N.C. State Employees Credit Union, Raleigh NC

Financial Services Officer, Jan. 2008-March 2010

. Was the first line of service to members for all

transactions/services.

. Cross sold services and advised members of available

financial alternatives

. Balanced loan data daily and produced reports for recurring

needs

. Granted subsequent advances of pre-approved credit ceilings

as directed

. Processed both personal and mortgage lending applications

. Answered phones, filed documents, and performed other

clerical duties

. Performed necessary maintenance on databases

Realty World Partners, Raleigh NC

Real Estate Broker, August 2007-January 2008

. Licensed real estate broker

. Compiled HUD statements, closing documents, and sales

contracts

. Generated business and sales leads

Education Liberty University, Lynchburg VA

B.S. in Advertising Marketing, May 2007

Skills Leadership, Administrative, Communication, Training, and

Problem Solving

Very Proficient in MS Office (Word, Excel, PowerPoint,

Outlook and Publisher)

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