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Customer Service Manager

Charlotte, North Carolina, United States
August 30, 2018

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Darlene Symanski


Summary of Qualifications

Dedicated employee with 17 years experience with the Allen Tate Company; continually taking on new roles for growth opportunities; able to multi-task under little supervision; active listener; detail-oriented; quick to learn; hands-on professional with focus on providing highest level of customer service. Major strengths include excellent communication skills, able to work well independently; management experience of hiring, training, many multi-layered roles and experiences in manufacturing industry, competent, strong team player; attention to detail, dutiful respect for compliance issues; computer and internet literate.


Allen Tate Company Charlotte, NC Jul 2017- present

• Insurance Sales Assistant: Completed Property & Casualty Licensing Role includes taking policy orders and completing applications and required documentation; issuing policies; processing payments; supplying evidence of insurance to all necessary parties; use of a task management system “AMS”; prioritizing tasks so that daily required activities are completed in a timely manner; creating a positive customer service experience Allen Tate Company Wake Forest, NC Mar 2013 – Jul 2017

• Office Administrator: Taking on more to help when Branch Manager left the office and now helping the new Branch Manager with daily tasks in her new role; normal OA duties processing listing, sale, and closing paperwork, reviewing documentation to ensure compliance, handle lockbox inventory and maintaining office supplies and equipment; training new OA’s; covering for other offices as needed

Allen Tate Company Charlotte, NC Jan 2010-Mar 2013

• Staff Accountant: process new agent/staff setup; updating and maintaining compensation plans; process property listings, sales, closings; bank reconciliations; backup coverage for daily bank transactions (ACH/POS) processing; experienced in A/P, A/R, journal entries, maintaining fixed assets, using ACCPAC and company’s custom software along with building and maintaining excel spreadsheets as needed; assisting with year end procedures; reconciling balance sheet accounts and intercompany accounts AmeriSouth Mortgage Company Charlotte, NC Jan 2009-Jul 2009 Worked closely with coworkers to support many areas as needed:

• Loan Processor: ability to work as a team player/loan officer assistant, provided excellent service which was acknowledged often by clients in many ways

• Loan Closer: because of desire to cross train in other areas I was given the added responsibility to handle the required closing documentation for closings and communication among all parties involved in transaction Allen Tate Company Charlotte, NC Jul 1999-Jan 2009 2

Continually improved earning potential and gained more knowledge of the business in several different areas within the company:

• Real Estate Agent: provided great customer service, recognized as a top producer within the company (top 10%), built relationships with local builders/developers to earn their business

• Staff Accountant: worked with the company’s custom software applications; daily use of Excel for reporting purposes; handling of many A/P, A/R, G/L accounts; performed bank reconciliations for company accounts; took initiative to clean up old A/R accounts for corporate home vendors resulting in additional revenue

• Loan Officer Assistant: to gain experience in the mortgage business working as a liaison between the customer, the agent, and the loan officer

• Loan Processor: gained knowledge of product guidelines and handled obtaining, processing, submitting, verifying all necessary documentation to obtain the final loan approval

• Mortgage Consultant: obtained Producer license; covered two real estate offices simultaneously, counselor to first time homebuyers and clients with credit score matters, helped real estate agents with education, marketing (PowerPoint presentations/ Publisher), and many unique endeavors to help improve their business and build relationships

B & D Hosiery Oakboro, NC Apr 1987-Jul 1999

Built a hosiery manufacturing business that ultimately overtook the industry (began with 20 competitors then became the leading manufacturer) Multiple Responsibilities Including:

• Accounting: performed all office functions -bookkeeping using Quick Books and Peachtree software

• Human Resources: responsible for all payroll matters

• Management: responsible for hiring, training, and supervising 50+ employee

• Marketing: designed product packaging; extended product line: constantly making improvements to cost of goods while keeping up the quality References:

Tracy Chiodo Accounting Mgr Allen Tate Company 704-***-**** Linda Tarlton Accounting Staff Allen Tate Company 704-***-**** Jeanine Lind Branch Manager Allen Tate Company 919-***-**** Bridget Flaherty Head OA Triangle Allen Tate Company 919-***-****

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