Not exact matches
Laura Curley, who runs a charitable foundation in Chicago, was shopping with her husband, Dan, for an equity
line of credit when they discovered that a disgruntled
customer service rep had reported Dan as deceased on their
mortgage file, a «fact» picked up by all three credit bureaus.
In addition to a full range of financial
services provided to small business
customers, this business segment offers a variety of consumer products, including deposit accounts, installment loans, credit cards, student loans, home equity
lines of credit and residential
mortgage loans.
Tags for this Online Resume: Sales, Collection,
Mortgage Loans, Policies and Procedures, Applications, Call Center, Credit Card, Credit
Lines,
Customer Service, Past Due Accounts
Dynamic, experienced and knowledgeable
Mortgage Loan and Sales Account Management Professional with a demonstrated track record of leading aggressive
customer service, client acquisition / retention, sales and business administration strategies that translates to bottom
line success.
Professional Duties & Responsibilities Recognized sales team leader who consistently exceeds company sales goals Set company sales records and ranked in top 5 % of regional sales representatives Managed, trained, and reviewed sales team offering guidance and best practices Generated significant new business through networking and other sales tactics Provided excellent
customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and industry leaders Sold loan products to
mortgage brokers, Home Equity
Lines of Credit, and other items Working knowledge of medical and clinical devices, procedures, and pharmaceuticals Experience and education in clinical science including microbiology and toxicology
Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch Manager • Managed all aspects of Evanston branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and
service best practices • Oversaw teller
line,
mortgage, consumer loan, and commercial banking departments • Consistently exceeded financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent
customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations