Social Media Client Service
Resume:
Diane L. Butzer
WYOMISSING, PA *9610
******@*******.***
EXPERIENCE
Income Maintenance Caseworker
Commonwealth of Pennsylvania 12/2020 – 08/2021
responsible and accountable for determining eligibility for financial assistance, Medicaid, SNAP, LIHEAP,
interview customers either over the phone, or in person, review policy, data enter information into an automated eligibility determination system as well as perform manual calculations.
Client Service Associate 11/2018 – 02/2020
Morgan Stanley
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
Onboard new client accounts, which includes the collection of required documentation and client information
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Proactively participate in firm initiatives directed by local management
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Relationship Banker 10/2017- 10/2018
Santander Bank
Licensed in Series 6, 63, and Life and Health
Responsible for growing the profitability, deepening relationships and retention within existing customer base through outbound initiatives, networking and in-person appointments
Provide outstanding customer service and ensure sales and referral expectations are consistently met
Source new customers through prospecting by making outbound phone calls, referrals from centers-of-influence, in-Branch activities as well as partners
Acquire new customers and deepen relationships with existing customers utilizing the Explore process
Identify opportunities to introduce customers to financial advisors
Consumer Loan Underwriter
Wells Fargo Bank
04/2015 - 08/2016
Responsible for reviewing, analyzing, approving and underwriting consumer requests and products within company and industry guidelines. Evaluating and ensuring overall loan documents are accurate, complete, and compliant; reviewing of financial statements, credit reports, applicable ratios (i.e. Debt ratios, loan-to-value) and other supporting documentation; contacting customers and partners to gather information to make appropriate decisions, explain rationale behind credit decisions, and/or to sell/promote line products; staying abreast of any changes in underwriting provisions; working with production to resolve questions when necessary.
Executive Vice President (Operations & Loan Mgr)
ClearChoice FCU
06/1999 - 02/2015
Oversee office operations and delivery of member services, electronic services, lending/collections accounting functions, and marketing directly or through subordinate supervisors
Ensure operational integrity and risk management by ensuring that procedural requirements and processes are known and utilized
Responsible for employee development and engagement, ongoing coaching, and performance management
Responsible for profitability by directing sales and business development
identifying and referring sales opportunities by uncovering financial needs and presenting all options to customers
Research, evaluate, and implement new products and services to best meet members’ needs
Negotiate and execute contracts
Serve as consumer loan officer; assist members with questions on all lending products. Approve or deny loans within authority and in accordance with established lending policy; Recover losses due to fraud and profit & loss write offs
Assist in supporting the local area network hardware and software, and in the resolution of network configuration and implementation issues Research and evaluate current products to ensure compliance with current regulations
Participate in the preparation of the annual budget, strategic plan and related business plans for the credit union
Proficient use of Microsoft Word, Excel, Access, Power Point and Publisher
Loan Manager
Superior Credit Union
11/1998 - 05/1999
Serve as loan officer, assist members with questions on all lending products. Approve or deny loans within authority and in accordance with established lending policy
Loan Officer/Credit Card Coordinator
Reliance Federal Credit Union
02/1993 - 11/1998
Responsible for decisioning all credit applications received by the credit union as well as all other lending department functions
Customer Service Representive/Teller
Bank of Pennsylvania
10/1987 - 08/1992
Responsible for servicing customers at the branch for opening/closing all types of accounts as well as loans. Able to use a cash drawer as necessary as a back -up teller
EDUCATION
Central Catholic HS
Reading, PA
• Able to produce a high quantity of work and maintain quality
CERTIFICATIONS
Safe Certified NMLS#583528 - Federal National Mortgage Licensing
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