Sentences with phrase «clients through the application process»

I take pride in counseling clients through the application process and work closely with them throughout the loan process from start to finish.

Not exact matches

If you are a current client of ACO / AO and have had a pleasurable experience whilst being stepped through the application process, all the way through to receiving your first certificate of compliance, we would love to hear your feedback!

Female clients go through a rigorous application process that includes a personality test and psychological assessment.

Software engineering is the process of analyzing user's needs and designing, constructing, and testing end - user applications that will satisfy these requirements and demands of the clients through the use of software programming languages.

One of our recent AMAP (Ark's Mortgage Assistance Program) clients went through a terribly long and drawn out mortgage loan modification application process, until he finally called us for help.

The integration of industry - leading technology systems for process improvement and collaboration makes it possible for law firms to deliver value with speed and ease to their clients through Smart Advisor applications, offering a competitive advantage in customer and legal services.

Staff were particularly concerned about the likelihood of clients accessing sufficient legal assistance through free or low - cost programs; staff and clients indicated that they are not satisfied with the legal assistance options available due to stringent eligibility guidelines, long application processing timelines and possibly with lawyer - client compatibility.

Every job application process we have gone through at our firm has garnered a significant number of applicants from our followers on Facebook and other networks — including our current client relations manager!

Our lawyers work with national and international companies to determine device classification and help clients navigate the process from initial application through to approval and subsequent sale.

Registration, Proxies, and Reports Our lawyers guide clients through the SEC registration process, from early preparation and vetting of personnel through effectiveness of their registration statement or approval of their adviser application.

This experience includes application of regulatory requirements to performance presentations, websites, and sales materials as we guide clients through the FINRA advertising review process.

We handle all facets of the CFIUS process, from counseling on whether to submit a voluntary notice application to CFIUS, to navigating clients through the 30 - day review and 45 - day investigation processes, to negotiating mitigation agreements.

This is where the training and the experience of a life insurance professional comes into play to guide his client through any hurdles may come along the way of the quoting and application process.

Assisted clients through the loan process from application to closing and troubleshoot any transaction issues

Follow through with underwriting to be sure that client applications are being processed in an effective and timely manner

The role of a Recruitment Consultant is diverse where you will be responsible for a number of tasks including: > The entire recruitment process: from sifting through CVs and applications, to interviewing suitable candidates, selling candidates into clients and closing deals with clients.

Assist clients through the loan process from application to closing and troubleshoot any transaction issues.

Proven dedication to outstanding client / user service through process efficiencies in providing application development support in compliance with client specifications, budgets and deadline...

Retain 85 % of policyholders during annual renewal period, process applications, endorsements, cancellations and claims, prepare necessary paperwork to process renewals, pursue continuing education and training programs to continue professional development, managed approximately 200 policy renewals each year, research coverage and premium options and supply clients with the best coverage available, promote client retention through high - quality service and follow through, present account proposals in a professional and timely manner.

Process applications, endorsements, cancellations and claims, prepare necessary paperwork to process renewals, pursue continuing education and training programs to continue professional development, research coverage and premium options and supply clients with the best coverage available, promote client retention through high - quality service and follow through, present account proposals in a professional and timely Process applications, endorsements, cancellations and claims, prepare necessary paperwork to process renewals, pursue continuing education and training programs to continue professional development, research coverage and premium options and supply clients with the best coverage available, promote client retention through high - quality service and follow through, present account proposals in a professional and timely process renewals, pursue continuing education and training programs to continue professional development, research coverage and premium options and supply clients with the best coverage available, promote client retention through high - quality service and follow through, present account proposals in a professional and timely manner.

Retain 85 % of policyholders during annual renewal period, process applications, endorsements, cancellations and claims, prepare necessary paperwork to process renewals, pursue continuing education and training programs to continue professional development, managed approximately 360 policy renewals each year with premium of approximately $ 1,820,000, research coverage and premium options and supply clients with the best coverage available, promote client retention through high - quality service and follow through, present account proposals in a professional and timely manner.

Hewlett Packard Corporation (City, ST) 1998 — 2003 Systems Analyst • Serve on a global team responsible for technology solutions for 100,000 internal client systems • Develop and implement custom applications to update client devices for year 2000 compliancy • Design and launch automated process to upgrade global client devices to Windows 2000 Professional Edition prior to Microsoft's official product launch • Author information migration application utilizing Visual Basic for use on 80,000 HP systems and countless client devices worldwide • Lead worldwide client desktop image management team cutting global process costs and time • Write and employ programs to maintain remote access to client devices • Automate internal business processes and reporting resulting in increased daily efficiency • Manage company applications including MS Office, Internet Explorer, SAPGUI, etc. • Direct worldwide system upgrades to Internet Explorer prior to official product launch through building of the Custom Standardized Explorer Kit and coordination with Microsoft personnel • Build and strengthen professional relationships with Microsoft and other key clients • Consistently recognized for excellence in management and software development

Information Technology Security Manager — Duties & Responsibilities Manage IT security, customer service technicians, assets and finances, and client training Responsible for ensuring that multiple IT groups meet finance, audit, and compliance requirements Serve as primary point of contact for customer contracts, technical support, and end - user training Utilize interpersonal and technical skills as liaison between clients, technicians, and subcontractors Train large staffs ensuring they understand the brand and adhere to corporate policies and procedures Oversee the implementation of asset management processes and procedures Coordinate activities with desktop leads to ensure SOX compliance Validate asset information, manage defect reports, and submit correct action recommendations Design and implement enterprise - wide security protocols, mainframe / pc policies, & software / hardware packages Collaborate with department managers to identify and address security concerns through IT Security policies Reduce corporate information ricks through implementation of sensitive document control processes Utilize RACF and Windows / LAN measures to greatly improve user, administrator, and application security Establish and oversee regular system security audits for employers and clients Author and present added value reports, optimization reviews, and overall audit presentations Enhance employee productivity and accountability through the implementation of firewall and tracking software Perform all duties with positivity, professionalism, and integrity Consistently recognized and promoted for excellence in team leadership, customer service, and technical skills

Customer Service and Administration Duties & Responsibilities Interact with customers in a professional manner to improve the client experience, resolving queries and issues in a timely and professional fashion while making all customer needs the top priority Implement quality assurance processes to ensure administrative accuracy and promote operational efficiency Assist in the execution of needs - based client assessment to facilitate successful product / service utilization Collaborate and communicate effectively with all departments and members of company management, acting as a liaison between customers and all staff members as well as representing institutions within the community Generate referrals and consistent repeat business through effective service and timely follow - up Meet and exceed marketing and sales strategies while tracking progress versus established benchmarks Maintain a strong working knowledge of company products and services, respective marketplace, competitor strategies, industry regulations, and other pertinent information, applying all knowledge to related job functions Provide relevant guidance / leadership to new staff training efforts and coaching, consistently leading by example Oversee critical document control and management, maintaining all files in an organized manner Perform continuous assessment of client service operations while furnishing oversight and guidance regarding effective customer service and issue resolution techniques Adhere consistently to all established policies, guidelines, procedures, related laws, and other related constraints Utilize various technology applications to drive customer service and administrative processes Assist management team and senior department members with various other duties as assigned

Passports and Consular Officer — Customer Service Duties & Responsibilities Deliver on - site support to all departments and coordinate all daily business efforts through effective collaboration and communication with team members while providing and ensuring a high - quality customer service experience Track, file, and view important documents, applications, information and records on a daily basis, organizing and maintaining sensitive files in an efficient and organized manner Develop and employ a working knowledge of related procedures, regulations and legal applications with respect to the administration of organizational services Act as a liaison between all interested parties to ensure effective information flow, exceptional customer service, efficient operations administration and timely issue resolution Prepare various materials as well as manage all data and information with the utilization of various software applications, including word processing, database and spreadsheet programs Collaborate in the execution of various operational aspects, including statistics management, information exports and backups, and regular records updates Support various reception functions, including acting as first point of contact to guests as well as ensuring the placement of accurate and up - to - date information related to services and fees throughout reception area Address and resolve client queries and issues in a timely manner, researching all topics thoroughly for complete solutions Provide translation and interpretation services as needed to on - site and Australia - based staff in relation to complex consular matters, including official meetings and functions Maintain security of and access to sensitive information, systems and other data Provide phone coverage as needed as well as manage various forms of critical correspondence Assist mid - and senior - level management with various other duties as assigned to facilitate efficient administrative and business operations

Sales Management and Business Development — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while overseeing sales and marketing operations, executing critical business development functions, and both managing and leveraging key business, client, and vendor relationships Perform needs - based analyses and situational assessments to develop, market, and improve products and services, generating increased revenue through improved close ratios with customer - focused and consultative sales strategies Collaborate in all phases of strategic business planning with other senior - level management personnel, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques, client service, pricing, and market trends Identify and utilize talent among team members with focused training, targeted professional recruitment, and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Install sales, marketing, and support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of related business opportunities Create and implement marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation and cost control Develop and maintain a strong working knowledge of respective products, services, and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies, and industry developments Utilize familiarity with various marketing media, technology applications and software, compensation arrangements, budget operations, quality assurance processes, and territory management Act as a liaison between clients, vendors, sales and support staff, and other members of the executive management team

She also utilises her extensive executive recruitment experience to provide her clients with practical and effective coaching and guidance to enable them to confidently progress through the job application process.

Case Management: A systematic process merging counseling and managerial concepts and skills through the application of techniques derived from intuitive and researched methods, thereby advancing efficient and effective decision - making for functional control of self, client, setting, and other relevant factors for anchoring a proactive practice.

You want someone who literally takes the client through the mortgage application process and figures out what the client needs to do (to be able to qualify for a mortgage at the end of the lease term.)»

From completing an actual mortgage application to submitting the paperwork, we walk your client through an in - depth pre-approval1 process.