Customer Service Manager

Traci Renaldo

** ******* ***** . *****, ** ***** . 973-***-**** . ************@***.***

Summary

Goal- driven individual who demonstrates strong work ethic with minimal

direction or supervision. Over fifteen years of work experience within the

banking industry. Detail-oriented employee with exceptional customer

service skills. Outstanding interpersonal and communication skills with

proficiency building and maintaining business/client relationships.

Continuing education in computer applications specifically Microsoft

Office.

Professional Experience

Mortgage Closer

Valley National Bank, Wayne NJ 10/2012-

09/2013

. Ensured that the mortgage as a whole met all the mortgage compliance

regulations

. Created all the closing documents on behalf of the lender and ensured

that the documentation met government compliance standards

. Managed client services by scheduling the closing between the borrower

and the closing agent assuring quality customer service

. Reviewed funding packages, calculated fees and arranged for the

disbursement of loan funds

. Prepared loan data for entry using Integra software

Teller

Wells Fargo Bank, Wayne, NJ 01/2003-

10/2012

. Processed routine account transactions with precision and accuracy

while following all bank policies and procedures

. Researched products to benefit the individual needs of customers

. Cross-sold bank products and services

. Met and surpassed quarterly sales goals set by my employer

Assistant Manager

West Jersey Community Bank, Fairfield, NJ 04/1992-

06/1999

. Supported the manager by overseeing the efficient operation of the

branch

. Oversaw teller duties and assisted with customer transactions during

peak periods

. Trained new employees to ensure excellent customer service skills and

banking accuracy were practiced by all the teller staff members

. Prepared monthly department reports

Education

. CDM Institute - Wayne, NJ

Successful completion of an intensive course of medical instructional

training

. Stockton State University - Pomona, NJ

General Studies

Volunteer

. Volunteer at HomeCare Options as a companion and personal needs

assistant for the elderly and homebound

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