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Service Representative Customer

Location:
Louisville, KY
Salary:
Commensurate with experience
Posted:
October 26, 2022

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Resume:

TERESA R. GORDON

Louisville, Kentucky (xxx) xxx-xxxx

ads7dl@r.postjobfree.com

SUMMARY

Experienced professional with 10+ years of sales experience rendering financial services to clients, utilizing attention to detail, ethical decision making, and high-level marketing strategies. Seeking to transfer advanced financial knowledge to a successful career in Mortgage Lending.

SKILLS

• Sales and Marketing

• Strong customer service acumen

• Financial Analysis

• Attention to Detail

• Client financial advisement

• High performance sales

• Exceptional oral and written communication

• Efficient in Contact Management

• Mortgage Lending

• Follow-up

EXPERIENCE

NOVEMBER 2019 TO PRESENT

ACCOUNT SERVICE REPRESENTATIVE • BANKER/LOAN ORIGINATOR AND PROCESSOR LIBERTY FINANCIAL, NORTWESTERN REGIONAL OFFICES IN KENTUCY, INDIANA, TENNESSEE Managed customer financial accounts and records. Primary account service representative. Met regularly with clients to determine their banking and financial needs. Enrolled clients into financial products which aligned with their financial planning goals. Processed all client documentation ensuring accuracy. Maintained a working knowledge of services, guidelines, policies, and procedures. Opens and closes branch operations in absence of branch manager. Oversaw application processing through closing. Interview clients to determine their financial needs.

Accomplishments: Exceeded loan origination goal every month since joining the organization. AUGUST 2016 TO NOVEMBER 2019

INDEPENDENT FINANCIAL ADVISOR

AMERICAN EQUITY INVESTMENT CORPORATION

Provided dedicated financial planning which evolved with clients. Acted in the best interest of all clients. Interviewed clients to provide personalized client services to meet their needs. Managed client portfolios for securities. Took the time to understand where clients were (debts, assets), and where they wanted to go (goals) before creating a plan specific to their needs and desires. AUGUST 2016– NOVEMBER 2019

SUBSTITUTE TEACHER

JEFFERSON COUNTY PUBLIC SCHOOL (JCPS) /OLDHAM COUNTY, KENTUCKY Followed lesson plans provided by the assigned teacher. Ensured the safety of all students. Effectively managed the classroom. Maintained a clean and orderly classroom. Contributed to student growth and advancement. 2

EDUCATION

MBA, INDIANA WESLEYAN UNIVERSITY- 2004

BA PSYSCHOLOGY, UNIVERSITY OF LOUISVILLE

COMPUTER SOFTWARE

• Contact Management software-sales force

• Windows/Microsoft Office suite; Word, Excel, PowerPoint

• Google suite

PROFESSIONAL MEMBERSHIPS & LICENSES

• Ambassador for the Greater Louisville Inc., Metro Chamber of Commerce for over 10 years and chaired the committee in 2005.

• Former Series 7 General Securities Representative

• Certified Notary Public

• Series 63 License

• Held Life and Insurance License



Contact this candidate