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Customer Service Financial Services

Location:
Hampton, VA
Salary:
21$
Posted:
December 21, 2023

Contact this candidate

Resume:

Shawnita Dixon

*** **** ****** **** *******, Va *3666

ad14uv@r.postjobfree.com

757-***-****

Professional Summary: Astute Customer Service professional offering polished communication skills. Brings excellent organizational skills and talent for overcoming customer objections. Self- motivated and true team player. Knowledgeable and dedicated customer service professional with extensive experience in the customer service industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Skills:

• Account oversight

• Documentation skills

• Customer support

• Reporting abilities

• Document preparation

• Problem-Solving

• Flexible and Adaptable

• Written Communication

• Self-Motivated

Work History:

Loan Specialist Lendmark Financial Services

Hampton, VA – September 2023 – Present

• Provide exceptional customer service by actively listening to customers' financial needs and providing appropriate loan solutions.

• Guide customers through the loan application process, ensuring accurate and complete documentation for efficient processing.

• Evaluate customers' financial situations to determine their eligibility for various loan products, analyzing credit reports and financial documents.

• Ensure strict adherence to all regulatory and compliance guidelines during the loan origination process.

• Develop and maintain strong customer relationships, fostering trust and loyalty through clear and transparent communication.

Export Specialist Philadelphia Truck Lines

Chesapeake, VA - March 2020 - February 2022

• Obtained competitive rates and space with airlines, steamship lines, railways and trucking companies.

• Completed AES filings for U.S. Customs exports requirements, prepared letters of credit and put together export declarations.

• Verified shipments against documents to maintain accuracy.

• Followed requirements and regulations for dangerous goods handling.

• Documented waybill data and dimensions and weights of cargo in computer database. Insurance Sales Agent Lincoln Heritage Life Insurance Chesapeake, VA - April 2013 - June 2020

• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.

• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.

• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

• Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

• Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales

Customer Service Representative Panasonic

Chesapeake, Virginia - January 2011 - April 2013

• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

• Answered customer telephone calls promptly to avoid on-hold wait times.

• Answered constant flow of customer calls with minimal wait times.

• Offered advice and assistance to customers, paying attention to special needs or wants.

• Responded to customer requests for products, services and company information. Education

High School Diploma 6/1993

Manor High School

AWARDS

Nov. 2011 Panasonic Chesapeake, VA

Master of Quality Award

April 2012 Panasonic Chesapeake, VA

Employee of the Year

References Upon Request



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