Project Management Customer Service
Resume:
PROFESSIONAL SUMMARY
Dynamic, results-driven data analytics professional with proven
experience identifying opportunities for process improvement and developing strategies for implementation. Adept at utilizing analytics to develop business insights and drive new product development, creating innovative solutions to improve sales and meet customer needs. Leverages strong interpersonal skills to build professional relationships in individual and team capacities. Resourceful, highly motivated, and adapts quickly to enhance data analysis and project management.
SKILLS
• Data Analysis • Data Visualization
• SQL • Account Management
• Relationship Management • Professional Relationships
• Marketing Management • Project Management
• Strategic Thinking • Customer Communication
Inbound and Outbound
Marketing
• • Customer Service
• Smart Board Technology • Video Conferencing
• Analytical Skills • Complex Problem-Solving
• Construction Lending
CONTACT
**********@*****.***
Lake George, NY 12845
EXPERIENCE
SUBSTITUTE TEACHER
OCT 2023 - PRESENT Saratoga Boces, Warren
• Collaborated with teachers to develop appropriate lesson plans for specific grade levels
• Assessed student performance using formal tests, informal quizzes, and assignments
• Developed positive relationships with students, staff, parents, and other stakeholders Employed instructional strategies such as lectures, demonstrations, multimedia presentations, and hands-on activities
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JASON SURPRENANT
LICENSED INSURANCE AGENT
JAN 2023 - SEP 2023 Glenmont PIA
LOAN OFFICER
FEB 2012 - SEP 2022 Jet Home Loans / Citizen's Bank / TD Bank / First Niagara / M and T Bank / Vantage Point Bank
Encouraged critical thinking skills through open-ended questions, problem-solving tasks, and collaborative group activities
•
• Established positive rapport with students, providing feedback and guidance on their academic progress
• Enforced school rules and regulations while maintaining order within the classroom setting
• Provided differentiated instruction to meet the diverse needs of students in grade levels K-12.
• Provided client service by responding to inquiries, resolving complaints, and providing policy information
• Identified gaps in existing coverage and recommended additional to meet customer needs
• Analyzed clients' current insurance policies and suggested additions or other changes
• Processed payments for insurance policies, including premiums, renewals, and cancellations
• Attended industry conferences and seminars to stay abreast of new insurance industry developments
• Performed regular reviews of existing accounts for opportunities or changes in coverage requirements
• Collaborated with underwriters to assess risk levels associated with potential customers
• Interpreted complex legal language from policy documents into easily understood terms for customers
• Educated customers on the value of adequate coverage through one-on-one meetings or group seminars
• Researched state regulations regarding insurance policies and ensured compliance with applicable laws Managed a portfolio of accounts by monitoring account activity, issuing invoices, collecting payments, and ensuring timely renewals.
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• Assessed and evaluated customer needs to offer appropriate products
• Processed loan applications, reviewed credit reports, and made loan decisions
• Demonstrated success in overseeing loan applications from start to finish
• Maintained up-to-date knowledge of federal, state, and local regulations pertaining to lending practices
• Utilized advanced problem-solving skills to resolve complex customer loan application inquiries
• Managed workload efficiently while meeting tight deadlines associated with individual cases Monitored daily activities relating to the management of existing loans such as modifications or extensions requested by borrowers
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• Performed detailed analysis of financial statements to determine the creditworthiness of applicants
• Answered inquiries about rates, products, and loan application status to provide quality customer service
• Collaborated with underwriters and other departments on loan packages prior to submission for approval
• Conducted in-depth interviews with clients to evaluate their financial needs and objectives
• Built strong relationships with customers, providing exceptional service throughout the loan process Partnered with realtors and centers of influence at marketing events to gain new prospects for mortgage and retail banks
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• Utilized advanced problem-solving skills to resolve complex customer loan application inquiries
• Submitted loan applications to an underwriter for verification and recommendations
• Performed detailed analysis of financial statements to determine the creditworthiness of applicants
• Advised borrowers on all aspects of their loans, including payment options, and refinancing opportunities Account Executive
OCT 2000 - JUL 2009 Bank Of America, Fairfax
• Negotiated terms on loans, including interest rates, fees, and repayment schedules
• Developed strong relationships with lenders and brokers to secure the best loan options
• Processed customer payments and negotiated payment arrangements for delinquent loans
• Analyzed credit reports and other documents necessary for loan processing
• Analyzed applicant financial status, credit, and property evaluations to determine loan granting feasibility
• Assisted in training new employees on loan origination systems used by the organization
• Assessed and evaluated customer needs to offer appropriate loan products
• Understood and interpreted complex loan documents and regulations
• Coordinated meetings between clients and lenders as needed during the application process
• Reviewed loan agreements to verify completeness and accuracy
• Ensured compliance with bank policies and procedures when evaluating loan requests
• Demonstrated success in overseeing loan applications from start to finish Developed and implemented strategies to increase customer satisfaction and reduce delinquency rates for loan products.
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• Collaborated with cross-functional teams to generate innovative solutions for customers' needs
• Maintained an up-to-date knowledge of industry developments, regulations, and best practices
• Contacted key clients and internal partners to develop strong business relationships and networks
• Increased profitability within accounts by cross-selling additional products or services
• Established trustful relationships with clients through regular follow-up calls or emails
• Presented proposals to prospective clients to clearly describe product offerings and pricing structure
• Cold-called and followed up with prospective customers to promote satisfaction and continued business
• Generated leads through networking, cold calling, and prospecting via social media
• Built and maintained relationships with key stakeholders in drive sales
• Developed strategies to increase sales revenue and profitability
• Communicated effectively with internal stakeholders regarding the progress of projects
• Up-sold and cross-sold company products and services to clients
• Presented detailed sales reports and recommendations to senior management
• Created and implemented strategies to capture new markets and expand the customer base
• Identified areas of improvement in current processes and implemented changes accordingly
• Partnered with vendors to negotiate contracts that were beneficial for both parties
• Conducted extensive research on target markets to identify optimal pricing strategies
• Created detailed financial reports, budgets, and projections to track performance
• Estimated costs of projects based on client requirements and industry norms
• Built and established strong relationships with customers, enabling long-term partnerships
• Arranged in-person meetings and visited with clients to improve the success of sales pitches
• Generated leads and located opportunities for market expansion and business growth
• Built and maintained a pipeline that supported monthly, quarterly, and annual goals
• Evaluated client feedback to brainstorm ways to improve products and provide quality customer service
• Followed up with customers after sales to gain feedback
• Trained new employees on company policies and strong sales techniques. EDUCATION
Bachelor of Arts (B.A.) in Data Analytics and Project Management Candidate Expected graduation JAN 2026 Southern New Hampshire University Bachelor of Science (B.S.) in Business Economics
JUN 1999 Suny Oneonta, Oneonta, NY
CERTIFICATIONS
• NMLS #130786
REFERENCES
References available upon request
Contact this candidate