Technical Account Manager

• Apr 2022 - Present

Key Account Support Manager

• Apr 2019 - Mar 2022

Utilizes a broad scope of industry knowledge toward leading forward-thinking account operations. Partners with account executives and the account implementation team to ensure successful client conversion. Identifying and assessing clients’ critical needs; acting as the primary point of contact providing effective resolution of all technical issues. Proactively pursuing the development and execution of strategic account plans to ensure achievement of assigned business goals. Identifying prospective customers using proven lead generating methods, & managing a portfolio of assigned accounts to consistently reach corporate bottom-line targets. Attending meeting with clients and business partners to address clients’ needs. Exemplified professionalism and proper etiquette while using all forms of communications with both clients and peers. Show less

Mortgage Loan Officer

• Feb 2017 - Oct 2018

Performed both in the capacity of a Customer Service Manager and Consumer Loan Officer. Originated applications for residential mortgage loans for new and existing clients.Built a profitable client base and increased business by actively contributing to marketing efforts. Collaborated with the operations staff to facilitate the processing and closing of mortgage loans. Developed and maintained successful relationships with business referral sources. Offered friendly customer service and obtained sales commitment when discussing and offering various types of loan products with new and repeat borrowers. Aligned operation with corporate policies/procedures and state/federal regulations. Show less

Customer Service Manager

• Aug 2014 - Feb 2017

Originated and underwrote applications for consumer loans for new and existing clients. Managed consumer lending pipeline and lending operations. Spearheaded all operational and sales training of Teller I and Teller II positions. Drove MSRs referrals to achieve both Branch and Credit Union Goals.