Jerry Lucas Dalebout

PO BOX ****** San Ysidro, CA 92143 c: 801-***-**** e: adcrtr@r.postjobfree.com

Over 3 months of experience shipping out packages using UPS labels. 6 months of experience working in Accounts Receivable Departments. Business Professional that possesses a passion for investigating and ensuring all customer and third party ticket requests are properly reviewed, updated, and completed according to all banking laws, regulations, policies, and within the timeframe of standard service level agreements.

Work Experience

Loan Collector

Zions Bank - Salt Lake City, UT

May 2019 to March 2020

Placed 120 outbound calls on average per day to collect on past due real estate, loan, savings, and checking accounts.

Tracked down customers who owed money from overdue bills and overdrawn checking accounts and negotiated payments with them to collect on past due accounts.

Ensured that customers were repaying what is owed while also complying with all bank privacy and security policies.

Incorporated search techniques and software programs to locate customer phone numbers and other useful information to contact customers and collect payments from them.

Created and incorporated specific templates to quickly and efficiently respond to and resolve customer concerns. Directed customers to appropriate channels for resolving concerns as well.

Account Development Representative

NOW CFO - Murray, UT

August 2018 to March 2019

Hit weekly sales quota faster than any other ADR in the company’s history within the first 2 weeks while still in training due to active listening, active learning, and by asking great probing questions.

Called and qualified potential clients and set up meetings for managing partners with c-level executives for companies with revenues of $1 million or more per year.

Coordinated schedules and set up appointments in the outlook calendar along with reminders and input all potential client data into the Salesforce (CRM) system.

Loan Specialist

Zions Bank - West Valley City, UT

February 2016 to April 2018

Verified completeness of files with all necessary documents and signatures required to produce and send out pay off quotes by email and fax on a daily basis.

Completed customer and third party tickets in the Remedy Banking System by providing specific reports and information, by troubleshooting and fixing banking systems issues, and by escalating issues to other departments when necessary.

Provided administrative and/or operational support within one or more of the following loan areas: closing, servicing, documentation, processing, and disbursements.

Maintained records, files, emails, documents, and notes in a very organized manner.

Stocker

Elwood Staffing - South Jordan, UT

July 2015 to November 2015

Improved overall operational efficiency and employee productivity by prioritizing product loads received from the truck and products pulled from the shelves in the backroom.

Organized and sorted the products into sections and replenished products onto the store shelves.

Coordinated with the manager on duty to follow proper procedures to market and display the merchandise properly while adhering to established production standards.

Reports any pallet jack, forklift or other equipment issues to the Stock Controller or Overnight Operations Manager for resolution.

Ensures compliance and execution of established SOPs including but not limited to proper product handling, rotation, storage, etc.

Keeps Department clean and well organized (includes back room and shelves, etc.).

Internal Support Group Specialist

General Dynamics Information Technology - Sandy, UT

August 2013 to June 2015

Consistently ranked in top 10 % on overall balanced scorecards based on work-related performance criteria, adherence, and productivity.

Increased overall balanced scorecard ratings to 90% or higher for 30 employees by teaching them how to incorporate best practices and ensure proper compliance and accountability for every call.

Responded back to customer representatives immediately by controlling their screens or by guiding them towards the scripts and information that they would need to properly serve their customers.

Maintained up-to-date knowledge of updates to regulations and policies as they applied to the healthcare marketplace and HIPAA rules and laws.

Education

Bachelor's in Business Administration

Dixie State University - Saint George, UT

August 2005 to May 2010

Systems

Microsoft Office Suite including Outlook, Gmail, SAP, Adobe, Compass, POS, Wayne Dresser, High Touch, Assist, Citrix, NGD, Web Chat, Avaya telephone systems and office equipment, FileNet, FileTracking, Remedy, BANCS, Access, Aviva, and Salesforce (CRM Sofware)

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