Customer Service Project Manager

Universal Banker, Loan Processor, Project Manager, Customer Service

PERSONAL PROFILE

********@*****.***

804-***-**** Mobile / Text

Chesterfield, VA

RETIRED—

SENIOR ASSOCIATE DENTIST

TRANSITION CAREER—

UNIVERSAL BANKING

PROJECT MANAGER

ACCOUNT EXECUTIVE

LOAN PROCESSING

CUSTOMER SERVICE

Award Winning Account Man-

ager with 20 + years of experi-

ence in diverse and highly com-

petitive industries.

A true “People-Person” able to

negotiate, collaborate, and ac-

commodate with diverse ideas

EMPLOYMENT HISTORY

OFFICE ADMINISTRATION, LOAN PROCESSING, PROJECT MANAGEMENT 2020—2023 VIRGINIA COMMERCIAL FINANCE RICHMOND, VA

*Customer Service * Data input *Loan Processing, Preliminary Underwriting *Manage checklists for underwriting and booking commercial loans.

Loan processor gathers all the necessary documentation required to receive the loan, includ- ing employment verification, bank statements, monthly bills and other income information, if applicable.

They then organize the information in the customer's file so the underwriter can locate the information quickly. Conduct accurate and thorough risk selection with proper classification of insureds.

Obtain critical underwriting information to properly evaluate and price new and renewal risks and amendments. Underwrite and produce a profitable personal lines book of business.

Manage a portfolio of renewal business with focus on retention and profitability. Develop and maintain superior relationships with producers and insureds. Maintain accurate file documentation in accordance with company guidelines. PROJECT MANAGER, 401(K) COORDINATOR, AIF 2015—2020 JAMES RIVER WEALTH ADVISORS MIDLOTHIAN, VA

Expert knowledge of core and voluntary benefits (401 K and other retirement plans).

Strong customer service skills and a proven track record of handling sensitive client informa- tion. Keeping accurate track of all work time, categorized by client and project, through the online time tracking system

Maintaining productive workflow by creating and utilizing helpful processes and communicat- ing effectively with team members at all levels.

Attending staff meetings and preparing information needed for said meetings, as directed.

Ensuring compliance with AMCI ANSI standards.

SALES EXECUTIVE 2014—2015

UNIFIRST, INC. RICHMOND, VA

Inside and Outside Customer Service Specialist—handled telephone inquires, taking and proc- essing orders over the phone.

Provided inside support to other sales representatives. Assisted to resolve any customer is- sues regarding their accounts. Processed credits and exchanges, maintained collection on ac- counts receivables.

Received "walk-in" customers, brand marketed business plans to protentional clients by show- ing samples, measured, take orders The chosen individual will posses strong interpersonal skills and have a professional and pleasant telephone manner. The successful candidate is a strong team player and capable of working independently. He/she enjoys dealing with people and resolving problems.

AWARD WINNING ACCOUNT MANAGER WITH 20 + YEARS OF EXPERIENCE IN DIVERSE AND HIGHLY COMPETI- TIVE INDUSTRIES. EXPERIENCED SMALL BUSINESS MANAGER WITH A PASSION FOR HELPING BUSINESSES GROW AND THRIVE IN DIFFICULT MARKETS. GOAL-DRIVEN AND TEAM-ORIENTED WITH A TRACK RECORD OF SUCCESS. SALES CONSULTANT

2012—2014

CARMAX MIDLOTHIAN, VA

President’s Club (Top 10 % of sales team)

Responsible for providing exceptional customer service in a fast paced, team-oriented envi- ronment through the facilitation of the sales, auction, and appraisal process.

Processes include responsibility for cash management, processing and auditing of paperwork associated with sales, and providing exceptional customer service by answering questions and handling incoming calls.

Processes paperwork associated with retail/wholesale automobile sales may include printing daily reports, maintaining deal jackets, contacting finance companies regarding contracts, obtaining required information regarding registration and/or titling, processing reassign- DENTIST NATIONAL DENTIST CONSULTANT TOWN MANAGER 2009 AND PRIOR OAKLAND, NJ & MIDDLETOWN SPRINGS, VT

*Additional career information available on request EMPLOYMENT HISTORY– CONTINUED

Universal Banker, Loan Processor, Project Manager, Customer Service EDUCATION & TRAINING

DENTAL MEDICAL DOCTOR,

DMD

UNIVERSITY OF MEDICINE &

DENTISTRY OF NEW JERSEY, NEWARK NJ

BACHELOR OF ARTS DE-

GREE—BIOLOGY, BA

HOPE COLLEGE, HOLLAND MI

TECHNOLOGY

MICROSOFT OFFICE PRO 2021—

WORD, EXCEL & OUTLOOK PROGRAMS

GOOGLE SPACE CHROME WORK SHEETS

SOCIAL MEDIA INTERNET RESEARCHING

QUICKBOOKS PAYROLL SOFTWARE

FINANCIAL SOFTWARE PORTFOLIO REPORTS

CARMAX SOFTWARE

DAY TRADING PLATFORMS

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