Customer Service Financial

Christopher Lewis

**********@*****.*** 602-***-**** 3812 W. Lamar Rd, Phoenix, Arizona, 85019

SUMMARY

Financial Service field with 10+ years of experience in collections, sales, consulting, and loan processing. Provide world class customer service to every client. Adherent to Policies & Procedures. Continuous training to stay compliant with updates to financial regulations. Analyze income and tax documents for accuracy in lending. Internal and external research for solving problems on a one-call resolution.

SKILLS

Researching

Adhering to Policies & Procedures

Problem Solving

Analyzing Income/Tax Documents

Budgeting/Record Keeping

EXPERIENCE

Charles Schwab

11/2023 – 02/2025

Client Banking Services – Phoenix, AZ

Used the EDGE model to offer my expertise in banking products and services

Educated clients with online account management, such as deposit accounts, bill pay, money movement, mobile banking, and debit cards

Charles Schwab

04/2023 – 08/2023

Financial Service Representative – Phoenix, AZ

Discovered client needs in Stocks, Bonds, ETF’s, Mutual Funds, and/or CD’s and routed calls to licensed representatives

Educated our clients in investment opportunities

Walked clients through trading tools, market mechanics, and retirement options

Wells Fargo

05/2021 – 01/2023

Mortgage Loan Processor III – Phoenix, AZ

Proficiently utilized automated underwriting systems and applied knowledge of FHA, VA, USDA guidelines to determine eligibility for mortgage loans

Managed application workflow to provide timely approvals and meet rate lock expiration dates

Communicated with multiple lines of business throughout each loan progression

Wells Fargo

07/2019 – 05/2021

Student Loan Consultant III – Phoenix, AZ

Demonstrated ability to manage multiple tasks while remaining adaptable and flexible

Consulted with students, Loan Processors, and 3rd party vendors to advise all parties of the required documents needed to move forward

Wells Fargo

07/2014 – 07/2019

Outbound Sales Specialist II – Chandler, AZ

Provided excellent service to over 150 customers daily while exceeding the monthly sales goal in a classic sales environment

Lead a pilot to create a new “Welcome Call” department

Wells Fargo

11/2013 – 07/2014

Phone Banker II – Phoenix, AZ

Serviced customer inquiries regarding their financial accounts and suggested products to help meet their financial goals

Provided my subject matter expertise as a Level II Banker to onboarding employees and Level I Bankers

EDUCATION

High School Diploma: Rio Rancho High School, Rio Rancho, NM

Some College: University of New Mexico, Albuquerque, NM

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