Quality Assurance Client Services
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Experience
Abbott Virginia (Hybrid)
Training & Quality Assurance Lead
Provide onboarding to all new employees in person or remote via Microsoft Teams Provide training to all new employees in the Client Services Department Facilitate training for all employees on new programs, procedures, etc Handle quality assurance systems and make sure calls are being pushed to evaluators and are being completed to our standards Complete quality assurance for all Client Services agents Ignite Recruitment Remote
Talent Acquisition Specialist
Built and maintained strong relationships with clients, resulting in a high level of customer satisfaction. Developed a deep understanding of clients' business needs, resulting in successful placements. Sourced and recruited candidates through various channels, resulting in a high volume of suitable applications. Provided regular updates to clients on the progress of their recruitment campaigns, resulting in a high level of client satisfaction. Worked with clients to develop job descriptions and finer details around the role, resulting in successful placements. First Republic Bank Remote
Client Services Associate II
Achieve and maintained a quality assurance score of 85% and above - Achieved a 94% monthly average Provide support to our team of Loan Specialists and Relationship Managers as well as building a relationship with the borrower.- Performs new loan set ups including entry of application into our systems Lead a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues Ensure compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act, Reg B, HMDA, etc Maintain knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and updates based on verified information
Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate
Assisted with onboarding and training of new employees Digital Federal Credit Union Chelmsford, MA
(Remote)
Consumer Loans Specialist & New Hire Trainer
Meet and exceed monthly sales goals and quotas for loans booked, cross sales, and new accounts opened (Met or exceed my sales goals 43/ 48 months)
Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross sell appropriate products and services, make qualified referrals and achieve assigned sales goals. Open new memberships, accounts and loans utilizing established guidelines and self-service options Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings.
Conducts audits of all membership applications, account maintenance forms, new account applications and completed loan files Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
Completed onboarding a training for new hires in the Consumer Loans Department as well as the Information Center (General Call Center) Completed quality assurance and coaching for employees www.enhancv.com
AUSTIN HUERTAS
Training & Quality Assurance Lead
978-***-**** ***********@******.*** https://www.linkedin.com/in/austin-huertas-833820207 Virginia
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05/2015 - 06/2017
2012 - 2015
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Experience
Motion Boston, MA (Remote)
Recruiter
Identify and source qualified candidates for open positions in the multiple industries Conduct phone screenings and in-person interviews
Develop and maintain relationships with hiring managers Negotiate salary and benefits packages
Manage the onboarding process for new hires
Build and maintain proactive partnerships with all internal and external client groups Provide frequent communication to hiring managers and provide consultative perspective on talent Serve as the subject matter expert in the recruiting function and share best practices; research industry trends, creative sourcing techniques Posts open positions utilizing internal and external avenues Understands and adheres to government compliance regulations as it relates to the emplovment process Education
Greater Lowell Vocational School
High School Diploma - Business Administration
www.enhancv.com
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