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Customer Service Excellence and Management

Location:
Phoenix, AZ
Salary:
50,000
Posted:
June 04, 2024

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Resume:

Lance R Reynolds

602-***-****

**************@*****.*** • https://www.linkedin.com/in/lance-reynolds-b695a3191/

Qualifications Summary

Dedicated and versatile professional; equipped with strong work ethic ability as well as yearning to never stop learning; poised to excel in management and administration roles.

Administrative Support

Expert at managing day-to-day office operations, such as filing paperwork, answering phone calls, generating documents for meetings, and preparing calendar.

Capable of delivering expert-level assistance with loan processes and coordinating employee training sessions.

Account Management

Well-versed in delivering customer service, accelerating sales growth, and establishing new partnership with focus on improving bottom-line outcomes.

Success in building up accounts with new customers and accounts which haven’t performed to their full potential.

Financial / Mortgage Operations

Skilled at gathering and organizing information and reports, including loss runs, risk assessments, and loss ratings that support underwriting decision.

Adept at reviewing and approving loan documents and assessing financial risk during mortgage application process.

Key Strengths

Adaptable and creative problem-solver with exceptional leadership, negotiation, team collaboration, inter-personal, and analytical skills.

Exhibits strong communication skills with client and peers while maintaining successful working relationships.

Professional Experience

LeaderOne Financial, Phoenix, AZ May 2019 – Present

Mortgage Loan Officer

Collaborate with clients to support in purchasing desired home. Provide exceptional assistance to potential buyers by generating better credit score and paying off debt to fulfill debt-to-income ratios. Controlled document collection to ensure client was qualified to purchase their home. Counseled client through entire process from application to closing.

Universal Technical Institute, Phoenix, AZ March 2008 – 2014

Treasury Specialist/AP Service Representative

Engage with auditors, posting batches, printing, posting, and auditing all checks for accounts payable clients. Enhance performance by training all new employees on Image Now software system for storing and maintaining all paid invoices. Prepare new spreadsheets for treasury and finance team to optimize processes for completing time sensitive projects, including cash posted not moved entries, direct loan, and first century accruals and refunds. Deliver expert-level support in process of developing fuel tax credit system for applying and receiving fuel tax credits.

Key Accomplishments:

●Received various licenses in three states, such as full background check by each state.

●Achieved quality of service by completing filing system makeover and streamlining acquisition of auditor’s requests.

●Managed orders worth hundreds of millions of dollars from federal government as well as developed ACH and book transfer payments for bank processing.

Universal Technical Institute, Scottsdale/Avondale AZ March 2014 – 2019

Purchasing Specialist

Oversaw inventory and ordered product for two campuses and home office to ensure timely delivery of classes. Collaborated with multiple departments including Campus Controller and Director of Education as well as Facilities Director to boost the savings and control spending in order to keep the campus at a profitable level and maintain the highest professionalism. Delivered effective training and educational material to students as vital part of student’s success.

Key Accomplishments:

●Met client satisfaction by delivered outstanding customer service via phone skills and face-to-face communication.

●Established accounts payable as service representative and moved to finance, banking, and treasury, involving various skills.

●Acquired extensive knowledge in retail sales, bartending, phone related sales, finance, financial aid, treasury service, front line customer service, and sports related customer attention.

●Led group of more than 6 to 10 people in several different retail stores, such as Nevada Bobs, Vans Golf Shops, Las Vegas Golf and Tennis, while acting as assistant and General manager

Additional Experience

Intern – Masters in Sports Administration, Universal Technical Institute/Facilities/Avondale AZ

Bartender, Bar Manager & Server, Retail Golf – GM, Phoenix AZ

Sergeant, United States Air Force

E4: MOS: Communications Top Secret Security Clearance

Awarded Commendation Medal for Outstanding Achievement

Recipient of Humanitarian Award and Humanitarian Medal

Education & Licenses

Bachelor of Science Degree in Business Management

DeVry University, Phoenix AZ June 2014

Associates Degree in Accounting

Paradise Valley Community College, Phoenix AZ May 2013

Associates Degree in General Education

Paradise Valley Community College, Phoenix AZ May 2013

Home Inspection License

Mortgage Banker License

Professional Affiliations

United States Golf Association, Ongoing

Arizona Golf Association, Ongoing

Member, Country Club

Superintendent, Golf Course in Texas

Technical Proficiencies

Proficient in utilization of Microsoft Office, Excel, PowerPoint, Word, SMART, Apprise, PeopleSoft, Encompass, and Outlook.



Contact this candidate