Customer Service Representative

PRISCILLA PRIEZ CLIENT SERVICE & BANKING PRODUCT MANAGER

******@*****.*** • 770-***-**** 743 Fairington Place, Lawrenceville Georgia 30044 Proficient Spanish-speaking, dedicated, passionate Loan Officer Assistant with over 15 years of experience in the financial and banking center. Excels at forging strong client relations, need-based selling, offering cross-promotional products and providing exemplary client support. Proven history of juggling multiple of loans and priorities simultaneously with complete accuracy.

Areas of Expertise include:

Product Presentations Product Launch Encompass

Calculate Income Marketing & Sales Project Management

GUS/CAIVRS

Banking Products

Client Engagement

Bi-lingual: English & Spanish

Staff Training & Leadership

Review Documents

Product Support

Service Value Reviews

DTI/Credit Plus

Cross-selling Products

Xinnix Training

Whiteboard-CRM

EXPERIENCE & NOTABLE CONTRIBUTIONS

USA MORTGAGE • Buford, GA • 2021-2021

LOAN OFFICER ASSISTANT

Detailed-oriented with track record of providing exceptional services to Spanish speaking clients, reviewing documents, and providing feedback to Realtor/Partners. Ensured that all documents are gathered in a timely manner and analyzed carefully to proceed further with the loan process. KEY ACCOMPLISHMENTS:

• Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.

• Communicate with applicants to obtain information for loan applications and answer questions about the home buying process.

• Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.

• Processed Conventional, FHA, USDA, VHDA, VA loans for purchase, re-finance, and renovation transactions. RENASANT BANK • Duluth, GA • 2013 – 2021

**Formerly Keyworth Bank

SENIOR FINANCIAL SERVICE REPRESENTATIVE

Served as a key point of contact for both business and consumer clients. Responded to inquiries about the best financial products for their needs and offered solutions, often recommending a package of options in order to cross sell various products. Achieved and exceeded bank quotas and promotional offerings initiated by corporate. KEY ACCOMPLISHMENTS:

• Executed administrative tasks such as database management, record keeping and account oversight.

• Consistently stayed current on the latest product offerings by attending and engaging to educational workshops.

• Performed teller duties as needed, handling cash, financial transactions and customer queries.

• Followed federal, state and local regulatory compliances and confidentiality practices as set forth by the bank. FIFTH THIRD BANK • Duluth, GA • 2008 - 2013

BUSINESS DEVELOPMENT SPECIALIST

Provided exceptional customer service while consistently meeting or exceeding sales quotas set by financial center management. Additionally, attended internal seminars and training to consistently expand knowledge base of financial products and services offered to corporate and consumer clientele. Page Two

KEY ACCOMPLISHMENTS:

• Identified opportunities to employ cross-functional sales techniques for customers that would benefit from partnerships or additional bank services and financial products.

• Consistently maintained a personal balancing record in line with all corporate policies and procedures. Additionally, possess the ability to locate and correct and outages or indiscretions.

• Employed a diverse set of strategies to initiate contact with new potential customers including telemarketing, lead generation and attending community outreach events on behalf of the bank. PREVIOUS WORK HISTORY

FIRST HORIZON BANK • TELLER III, LEAD CUSTOMER SERVICE • Lawrenceville, GA • 2006 - 2008 BANK OF AMERICA • BANK TELLER • Buford, GA • 2002 - 2005 COURTYARD BY MARRIOTT • MANAGER OF OPERATIONS • Suwanee, GA • 1997 - 2000 EDUCATION & TRAINING

Associates Degree in Hotel Management

GWINNETT TECHNICAL COLLEGE Lawrenceville, GA 2001

Contact this candidate