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Customer Service Account Management

Location:
North Carolina
Posted:
February 19, 2024

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Resume:

Brenda Navarro

*** ******** ****, *******-*****, 27103, United States

984-***-**** · ad3q40@r.postjobfree.com

Date of birth

03.01.1973

Skills

Excellent Communication

Skills

Customer Service Skills

Risk Analysis Skills

Strong Organizational Skills

Knowledge of Banking

Computer Software

CRM

MS Office Suite

Profile

Organized office professional with expertise working independently or collaboratively as it relates to account management, customer service or processing. Proficient in MS programs, CRM, Lexis Nexus, Chexsystems- and more. Soft Skills include empathetic listening, patience and effective communication.

Employment History

Loan Processing, Truist, Greensboro

September 2022 — Present

• Developed trustworthy relationships with clients seeking loans.

• Ran thorough credit reports and advised clients on their financial situations.

• Helped client to understand the terms of the best loan suited for them and their lifestyle.

• Cross functional collaboration

• Increased the client retention with unparalleled service, empathy and care

• Payment Allocations

• Loan payoffs

• Digital Support and onboarding

Loan Processor, S3 Shared Services Solutions, Baltimore August 2019 — September 2022

• Reviewed loan applications and assist buyers seeking heloc / auto loans.

• Advised client of proper documentation for loan approval.

• Ordered credit and title reports.

• Ensured the privacy and security of a customer's files every step of the way.

• Communicated with attorneys, county clerks, and title companies.

• Made recommendations for alternate actions as needed.

• Processed transactional disputes

• Provide various direct mailings such as promotions, lien perfection, statements or general information.

Branch Helpline, NC SECU, Raleigh

April 2016 — August 2019

• Assisted branches with any clerical or administrative inquiries as necessary.

• Opening new accounts

• Account management

• Team collaboration and support

• Supported managing partners of the company by assisting with duties as needed.

• Problem resolution

Education

Phlebotomy, ECPI, Charlotte

June 2002 — Present



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