Customer Service Relationship Manager
Resume:
LEVI KELLEY
COPPELL, TX 682-***-**** **************@*****.***
ACCOUNTING ADMINISTRATOR RELATIONSHIP MANAGER CREDIT CONSULTANT
PROFESSIONAL PROFILE
Results-driven banking specialist with over 12 years of proven experience in the financial industry using an in-depth understanding of industry trends, market dynamics, and financial products to deliver exceptional customer service driving revenue growth. Systematic consultant with a keen knowledge of executing a wide range of banking operations, including account management, credit analysis, risk assessment, and regulatory compliance.
CAREER SUMMARY
Licensed Total Loss Insurance Specialist Richardson, TX State Farm Insurance February 2023 - Current
●Assessed total loss claims for automobiles, property, and other insured assets.
●Utilized advanced analytical tools and techniques to evaluate the fair market value of damaged assets.
●Collaborated with adjusters, appraisers, and other stakeholders to gather relevant information and documentation.
●Conducted thorough investigations to determine the cause and extent of losses, ensuring accurate and timely claim settlements.
●Applied knowledge of insurance policies, coverage limits, and policy provisions to determine claim eligibility.
●Negotiated with clients, third-party vendors, and insurance representatives to achieve fair and satisfactory settlements.
●Maintained detailed records of claims, documentation, and communication with clients.
●Regularly reviewed and updated knowledge of industry trends, regulations, and best practices to ensure compliance and improve performance.
Relationship Manager Plano, TX Chase Bank August 2022 - February 2023
●Delivered an exceptional customer experience by acting with a customer-first attitude.
●Built personal connections, engaged and educated customers, asked open-ended questions, and listened to establish trust and build lasting relationships.
●Operated within established risk parameters/tolerances to meet internal/external risk and compliance obligations.
●Worked in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
●Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs.
●Learned products, services, and procedures quickly and accurately to deliver solutions.
Appraisal Coordinator Coppell, TX Caliber Home Loans August 2020 - June 2022
●Manage appraisal review by researching, ordering, and organizing appraisal reports for various.
●Research and analyze sales comparisons, reconcile analysis and conclusions in report form, and compliance with Uniform Standards of Professional Appraisal Practice.
●Appraised real estate by evaluating properties based on detailed site inspection and analysis of fair market value.
●Analyze P&L, zoning, comps, and site improvements for various real estate properties.
●Conduct daily/weekly meetings to update executives and stakeholders on account status.
●Focused on relationship development by providing quality customer service and maintained professionalism that ensured a consistent experience by engaging clients.
Operations Sr. Specialist II-Relationship Specialist Lewisville, TX JP Morgan Chase April 2011 - April 2020
●Served as SME matching MPX data while working with and producing Title Commitments, Writing Instructions, Tax Information, State Related Disclosures, Appraisals, and Closing Protection Letters.
●Responsible for monthly operations providing services to 100+ client institutions and a budget of up to 100k.
●Participated in the development and maintenance of quality control procedures by recommending guidelines for handling documents as they move through the banking systems.
●Implemented and planned audits, documented findings, and coached individuals toward immediate and sustained operational improvement.
●Developed and implemented systems and processes to facilitate efficiency and quality customer service.
●Verified the accuracy of the information reported by recognizing and entering data.
●Responsible for maintaining up-to-date records and reports ensuring accurate auditing.
●Reconciled information through collaborating with multiple departments, including risk, compliance, business continuity, operations, and cooperative workplace.
●Created and updated spreadsheets, expectations, and performance forms to gauge opportunities for risk mitigation.
●Maintained confidential records of financial transactions and submitted required reports.
●Analyzed tactical business challenges related to full-service banking operations.
●Acted as liaison between borrowers, loan officers, underwriters, and realtors or builders to maintain communications and improve processing times.
●Forecasted budgets based on previous spending and budgeting trends.
●Responsible for consistent client service experience through handling clients’ transactional needs, including accepting loan payments and deposits, cashing checks, issuing money orders, and verifying cash and endorsements.
Property Preservation Specialist Ft. Worth, TX Bank of America April 2010 - March 2011
●Provided expert insight into the preservation and protection of assigned assets from delinquency/vacancy to foreclosure sale.
●Maintained vendor contracts related to acquiring resources and equipment.
●Performed bank reconciliations and closing entries for monthly and annual financial closes.
●Utilized company-approved systems such as BlackKnight and AS400 to maintain confidential records.
●Managed real estate inventory acquisition, upkeep, and distribution.
●Reduced expenses by analyzing policies and implementing competitive programs ensuring adherence to legal requirements.
●Partnered with banking staff and specialists ensuring clients' access to expert financial advice.
●Completed account analysis and made recommendations to clients regarding HOA and other code violations.
●Achieved quarterly goals and identified client needs.
Customer Service Specialist Irving, TX Citi March 2009 - March 2010
●Counsel clients on financial literacy, business credit, debt management, and credit resolutions.
●Provide oversight to P&L accounts associated with operational costs.
●Maintain and nurture relationships with vendor representatives by responding to adverse situations, resolving disputes, and delegating methods of settling accounts.
●Balance receipts and financial departments for all resort departments.
●Review invoices for coding and development systems to track contract-specific completed tasks.
●Ensured the cash drawer balance and submitted all supporting documentation.
●Provide administrative support to bank managers.
LICENSES
Connecticut
Casualty Adjuster- All Lines
Exp. 6.30.2025
Delaware
Adjuster - Casualty Property
Exp. 2.28.2025
Florida
Adjuster - General Lines
Georgia
Adjuster - Auto/Fire
Exp. 2.29.2024
Kentucky
Staff Adjuster - Property Casualty
Exp. 2.28.2025
Louisiana
Claim Adjuster - Property Casualty
Exp. 2.28.2025
North Carolina
Adjuster
Exp 3.31.2024
New Hampshire
Adjuster - Property Casualty
Exp. 2.28.2025
Oklahoma
Adjuster - Casualty Property
Exp. 2.28.2025
Rhode Island
Company/ Independent Adjuster - Property
Casualty
Exp. 2.28.2025
South Carolina Adjuster - Casualty Property
Exp. 08.31.2025
Texas Adjuster - All Lines
Exp. 2.28.2025
Vermont Adjuster - Property Casualty
Exp. 3.31.2024
Wyoming Non-Resident Adjuster - Casualty Property
EDUCATION CERTIFICATIONS
Exp. 2.28.2025
General Studies
Dallas County Community College
Dallas, TX
2019-2020
Notary Public November 2022 - November
American Association of Notaries Texas 2026
SKILLS
oProfessional background in Account Management/Financial Forecasting/Program Management
oExcellent Computer Skills
oExperienced with Microsoft Office Tools (Excel, PowerPoint, Word, Pivot Tables)
oStrong Communication and Interaction Skills
oQuick Learner and Self Starter
oStrong Time Management and Multi-Task Skills
REFERENCES
Available Upon Request
Contact this candidate