Customer Service Manager

Julie Nielsen

San Diego, CA ***** u 760-***-**** u **********@*****.***

Skills Summary

Professional Work Ethic

Ability to Multitask

Self-Motivated

Outstanding Office Skills

Seasoned Manager

Computer Skills: Word, Excel, Encompass, Custom Data Systems

Team oriented

Strong Communication Skills

Office Operations

Ability to Self-Manage

Customer Service Oriented

EXPERIENCE

Dabelgott Insurance Agency San Diego, CA July 2013 – May 2016

Account Manager / Licensed Agent

oCustomer Service, process documents, policy review, review and cross sell

oProduce new lines of business, personal and commercial lines

oManaged over 8,000 policies if force

Contract Loan Consultant Carlsbad, CA July 2011 – July 2013

Loan Consultant

oReview an application package from the Loan Officers

oDetermine compliance with Federal & State Regulations and prepare for underwriting preapproval submission

oPrepare loan files for submission to the lender, order credit reports, open escrow, order preliminary reports and appraisals

Raymond E. Carpenter, DDS, Inc. San Diego, CA AUGUST 2008 – JULY 2011

Practice Manager

oResponsible for managing office team of 8 employees, including scheduling, training, time off, and payroll.

oMaintained all personnel HR records including vacation and sick days used, employee performance reviews, and hiring

oWorked to ensure a high standard in the running of the practice, in a safe and effective manner.

BRIGHTION COLLECTIBLES / BRIBOR, LLC LAHAINA, HI SEPTEMBER 2007 – JANUARY 2008

Assistant Manager

oResponsible for recruiting, hiring and training of Sales Partners

oInsure that the customer service standards are being practiced every day with customers

oAchieved stores financial objectives including the sales plan and payroll

Platinum Community Bank Carlsbad, CA OCTOBER 2006 – JUNE 2007

Vice President of Operations

oManage Division Wholesale Operations Center with a staff of 13 team members

oPropagated growth of the division by maintaining operational efficiencies and data entry accuracy

oCreated and maintained business to business relationships through superior customer service

Decision One Mortgage. Carlsbad, CA MAY 2002 – OCTOBER 2006

Operations Manager

oManaged San Diego region operations center with full production and quality control responsibility

oDeveloped an “Excellence in Service” philosophy to strengthen customer loyalty and enhance the efficiencies of the operations team which grew the region by 562% in monthly volume from May 2002 through October 2006

oMaintained a perpetually expanding operation established on the development of multifaceted relationships, and new business growth

Accredited Home Lenders San Diego, CA MARCH 1997 – MAY 2002

Senior Loan Specialist

oManaged pipeline movement from data entry through to funding for the California Division’s top account executives

oMaintained and augmented a $1 million underwriting signing authority by implementing proper protocols and standards

oAssessed credit and collateral risk of all loans undergoing current evaluation by Loan Specialists under my supervision as well as Division trainer for incoming employees.

INDUSTRY TRAINING

Underwriting Management Conference Ballantyne, NC

Successful Operational Management Brea, CA

Mortgage Industry - Best Practices Conference Charlotte, NC

Contact this candidate