Administration/Management and Customer/Employee Services

JERMAINE

JOINER

**** ******** ****. ***. ***

Houston, TX 77077

Home: 210-***-****

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

Career Highlights

• Maintained a client

retention rate of 87%

• Utilized skills as a front-

end underwriter to

minimize company lost

• Have excelled in the cross-

selling of financial services

products exceeding a

company percentage rate of

46% Lead an effective team

to a record 95% plus

customer satisfaction rating

Education & Training

Texas Southern University/

Bachelor of Science Business

Administration- Minor in

Accounting

Houston, TX 2001- 2005

Sam Houston High School/ Degree

in General Studies, Top 25 in class

San Antonio, TX 1997-2001

Professional Summary

Highly effective & intentional professional, adept at managing and prioritizing several projects simultaneously & efficiently. Experienced in developing and sustaining client relations, organizational development, strategic thinking and planning, & proliferating projected company outcomes while maintaining quality. I’m seeking to be an asset to a company and obtain a meaningful, challenging position that enables me to utilize my administration and managerial skills and learn additional skills that will contribute to sustainable fundamental change within clients and company success.

Skill Highlights

Ø Public Relations Ø Cost Control

Ø Economics Ø General Accounting

Ø Risk Management Ø Accounts Payable

Ø Business Plan Creation Ø Accounts Receivable

Ø Business Development Ø System Implementation

Ø Market Analysis Ø Processes & Procedures

Ø Scheduling Coordinator

Ø Problem Solving

Ø Budgeting/Planning/Forec

asting

Ø Organizational

Management

Ø Tax Sheltering

Ø Personnel Management

Ø Employee Benefit Plan

Ø Skills in auditing and

analysis

Ø Promotion

Ø Payroll

Ø Cash Management

Vacations to Go – Houston, TX – 2012 to Present

Position: Cruise Consultant

Industry: Travel

• Provide travel solutions to clients Internationally

• Master Cruise Consular Certified

• Luxury Cruise Consular Certified

• Coordinate cruise, airfare, and lodging for clients

• Act as a liaison between client and specified cruise line

• Audit existing pricing with current market trends

• Augment promotional credit on a need’s basis

• Balance sales, communication, and service schedule MassMutual Life Insurance Company – Houston, TX – 2011 to Present Position: Financial Services Professional

Industry: Financial Services

• Utilize my extensive skills and experience as a financial services representative with a dynamic and progressive firm

• Front-end “Underwriter” preventing company losses

• Provide “Needs Based” financial service solutions to clients

• Use “Fact-Finding” skills to uncover solutions to client’s concerns

• Develop prospects from existing clients, referral leads, natural, community, marketing leads

• Organize presentations on financial services to groups to attract new clients

• Evaluate financials to determine if current portfolio will profit clients

• Contact clients to present information on available services relating as such to insurance, retirement planning, investment, and trust services

• Sale services such as life, disability, long-term care insurance, fixed deferred/immediate annuities, total retirement services, trust, and investment management services

• Solicit groups to participate in Life bridge program Wells Fargo Bank, N.A. – Houston, TX – 2006 to 2011 Position: Personal Banker/ Businesses Specialist

Industry: Banking

• Maintained a positive professional interpersonal experience for customer satisfaction

• Provided new account customers with financial options for future banking needs

• Motivated team members to achieve current sales promotion goals

• Organized off-site banking education workshops for customers in the community

• Created and maintain effective scheduling to match consumer demand

• Introduced new products to existing and prospective customers through outbound calling

• Responsible for maintaining accurate customer profile information

• Provided front-end Loan Processing

• Maintained client relations in Mortgage Loan Servicing

• Worked with clients in regards to Loss Mitigation

• Responsible for Collections receivables at branch location

• Organized Trust Accounts for clients’ estates

Best Buy – Houston, TX – 2004 to 2006

Position: Sales Specialist

Industry: Retail

• Responsible for overseeing daily sales in various departments within the store

• Trained new hires in company codes of conduct and sales procedure

• Maintained time schedules and assigned tasked for 30 employees West Telemarketing – San Antonio, TX – Summer 2001 Position: Outbound /Inbound Customer Relations Specialist Industry: Telemarketing

• Efficiently closed high volume outbound & Inbound sales calls and promoted sales products

• Provided successful up-sell to customer credit line accounts

• Updated confidential customer credit line profiles

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