Post Job Free

Resume

Sign in

Account Manager Customer Service

Location:
Phoenix, AZ
Salary:
50k - 60k
Posted:
November 23, 2023

Contact this candidate

Resume:

Christopher V. Crawley

**** **** ****** ******, *******, Arizona, 85041

Cell Phone: 602-***-****

Email: ad1dxm@r.postjobfree.com

Intro:

Experienced processor/operations/sales professional with a proven track record of exceeding targets and delivering exceptional results. Known for my relentless drive, persuasive communication skills, and ability to build strong relationships with clients. With a passion for driving revenue growth and a knack for identifying opportunities, I am ready to bring my expertise to your organization. Let's connect and discuss how I can help elevate your sales team to new heights.

Education:

Arizona State University - August 2003 to July 2007 Bachelor’s Degree: Business

Technical Skills:

• Salesforce

• Vision

• HRIS

• RDN

• SQL

• Encompass

• SAP

• Microsoft Office

• LexisNexis

• Cisco

Knowledge & Skills Areas:

• Effective Communication

• Active Listener

• Relationship Building

• Negotiation Skills

• Time Management

• Problem Solving

• Product Knowledge

• Adaptability

• Resilience

• Persuasion

• Customer Service

• Goal Orientation

Professional History:

Turo - Host Success Manager (Account Manager) - June 2023 to Current

• Coach new and existing power hosts to be set up for success on the platform

• Provide recommendations to hosts on how to optimize their vehicle listings and maximize availability to meet demand.

• Provide hosts with access to resources to maximize utilization and grow by adding more vehicles.

• Gather product/experience feedback, conduct surveys, and parlay findings to the relevant teams at Turo.

• We're a small team in a dynamic startup environment; you may be called upon to support the Host Success team in other capacities, such as supporting live events or partner meetings. Bridgecrest/Drivetime – Claims Account Manager – Jan. 2023 to June 2023

• Assist recovery vendors and skip recovery specialists with questions, fee approvals, invoicing and discussions on contracted expectations. In addition, the role serves as a liaison between the customer and recovery vendor to resolve complaint issues.

• Handle customer complaint claims due to repossession activity through customer calls, research and communication with recovery vendors and auctions.

• Review, approve or decline fees associated to the repossession and/or transport of vehicles to auction.

• Create, review, audit, and submit invoices for payment for repossession charges owed to recovery vendors.

• Optimize the use of recovery vendors based on performance and compliance.

• Follow-up with recovery vendors regarding contracted SLAs, performance trends and clarification on gray area scenarios.

• Navigate through multiple software windows Performs other related duties as assigned. NewMortgage, LLC. – Wholesale Mortgage Account Executive – Jan. 2022 to Jan. 2023

• Request mortgage loan documentation from clients via phone call, text message, and email.

• Oversee outreach and manage borrower accounts from initiation to the life of the contract.

• Request all required documentation via extensive email follow up to remain within compliance on all contracts (Driver's License, Tax Documents, Income Documents, Bank Statements, Divorce Decrees, Trust Documents, Business Income Documents, Mortgage Statements, Letter of Explanations, and Real Estate Documents).

• Provide daily updates to clients and sales team on approvals, initiates closings, acts as a liaison between departments to manage accounts through every step to ensure streamlined processes are completed.

• Restructure rates, payoffs, lower Debt to Income, lower/raise loan amounts, and complete appraisal appeals to negotiate deals for lenders and borrowers.

• Manage a pipeline of 40 - 50 Loans with ten different lenders while surpassing quarterly quotas consistently.

Highlight Technologies, LLC – Processing Manager – April 2020 to Jan. 2022

• Lead a team of 15 Account Managers with account enablement trainings, loan guidance, and coaching opportunities for small business admin. Clients.

• Complete Case Manager Audits and Compliance for each Case Manager daily.

• Track team metrics daily, weekly, and monthly.

• Evaluate financial documents, economic conditions, and potential clients to help the clients maximize their loan amount.

• Review credit reports, tax transcripts and documentation, record of accounts, assets, bank statements, and loan applications to approve small business for financial solutions needed. KBHS Home Loans – Remote Sr. Loan Processor - Aug. 2019 to April 2020

• Contact prospective clients/buyers, originated loans, processed documentation, underwriting tasks, created closing documents, and negotiated loans until contract was complete.

• Role focused on refinancing conventional, FHA and VA loans in addition to new business.

• Grew a pipeline of new business while managing current customer accounts.

• Explained complex financial options and lead teams in all areas of the origination process from pre to post sales functions.

Bank of the West – Sr. Loan Processor/HELOC – April 2018 to Aug. 2019

• Review conditional approvals issued by the Senior Underwriter, evaluating, and assessing the acceptability of all loan documentation submitted by the Loan Processor, and effectively clearing conditions required for full loan approval and loan closing.

• Review title documents for liens, trust accounts, and how title will be held for each borrower.

• Review income documents, trust accounts, title reports, bank statements, letter of explanations, tax transcripts, payoff letters, verification of mortgage/income, and credit supplements ordered from third party companies.

• Keep communication between borrowers, escrow/title, sales agents, and Home Loan Adviser up to date to avoid closing delays.

• Manage a pipeline of 80 - 100 Home Equity Lines of Credit and average 50 - 60 closings a month.

Paramount Equity Mortgage – Sr. Loan Processor – Dec. 2016 to April 2018

• Maintain a pipeline of loans with an emphasis on customer service, quality, accuracy, and efficiency.

• Maintain communication between borrowers, escrow/title, sales agents, and Home Loan advisor up to date to avoid delays and confusion.

• Review income documents, trust accounts, title reports, bank statements, letter of explanations, tax transcripts, payoff letters, verification of mortgage/income, and credit supplements ordered from third party companies.

• Review conditional approvals issued by the Senior Underwriter, evaluating, and assessing the acceptability of all loan documentation submitted by the Loan Processor, and effectively clearing conditions required for full loan approval and loan closing.

• Remain up to date with regulatory industry standards and requirements. Lennar/Eagle Mort. – Wholesale Mortgage Account Executive - Sept. 2012 to Dec. 2016

• Communicate with New Home Consultants, borrowers, and associates in a professional, courteous manner.

• Maintain a pipeline of loans with an emphasis on customer service, quality, accuracy, and efficiency.

• Maintain communication between borrowers, escrow/title, sales agents, and Home Loan advisor up to date to avoid delays and confusion.

• Reviewing conditional approvals issued by the Senior Underwriter, evaluating, and assessing the acceptability of all loan documentation submitted by the Loan Processor, and effectively clearing conditions required for full loan approval and loan closing.

• Review title documents for liens, trust accounts, and how title will be held for each borrower.

• Process loan applications from initial set-up through funding, striving to obtain loan approvals within 30 days of application date.

• Review conditional approvals issued by the Senior Underwriter, evaluating, and assessing the acceptability of all loan documentation submitted by the Loan Processor, and effectively clearing conditions required for full loan approval and loan closing.

• Manage a pipeline of one hundred loans with Lennar Homes/Eagle Mortgage. Charles Schwab – Operations Manager - July 2010 to September 2012

• Responsibilities include, but are not limited to hiring, coaching, skills development, recognition and rewards, staff productivity and performance management to include disciplinary actions up to and including termination.

• Knowing and evaluating operational productivity goals, monitoring daily and ensuring goals are achieved on all shifts.

• Manages at least 2 full time exempt direct reports.

• Responsible for the safe execution of daily operational plans and strategies, to manage, lead and allocate resources, disseminate information to teammates, ensure compliance with key processes while achieving safety, quality, efficiency and financial KPI’s. Sorenson – Operations Coordinator - February 2008 to July 2010

• Responsible for managing, negotiating, and promoting the regular work schedules of Video Interpreters.

• Manage call center staffing needs, handle requests for shifts and assign shifts to employees in order to meet company speed of answer requirements.

• Responsibilities will also include tracking requests for time off, handling shift change requests.

• Process payroll, maintain accurate records, as well as complete center administrative tasks.

• Provide feedback, suggestions, and analysis on staffing and operational patterns to the Video Relay Service (VRS) Regional and District Operations Manager and the Center Director/Assistant Director.

References:

Upon Request



Contact this candidate