Mortgage Funding Specialist

• Oct 2020 - Present

Registered Account Administrator

• Jan 2018 - Oct 2020

o Provide exceptional customer service with the opening and ongoing administration of CTC’s Classic and Self-Directed registered accounts, including on-line account access/serviceo Process all client requested financial and non-financial transactions in accordance with CTC’s corporate and department policies and procedureso Respond to and/or investigate all internal and external client inquiries within the department service standardso Effectively on-board new Agents/Brokers/Partners including Mortgage Investment Corporations, Mutual Fund Trusts, & Small Businesses in accordance with department policies and procedureso Contribute to effective and accurate client reporting through the issuing of official Tax forms and reconciliation of withholding taxeso Follow all AML policies and procedures with client accounts with an emphasis on “Know Your Client” rules Show less

Head Cashier

• Oct 2020 - Jul 2022

Jewelry Consultant

• Oct 2017 - Jan 2018

o Identified customers needs and capitalized on sales opportunities by offering products that meet their requirements o Handle large amounts of cash and processed sales transactions with speed and accuracy o Manage merchandise on the floor and maintained store presentations according to company specifications o Offering Peoples Credit cards to the customers o Exceed sales target of specific products company was promoting during holiday season o Respond and solve customer complaints by listening carefully and analyzing issue Show less

Certified Sales Associate

• Aug 2016 - Nov 2017

o Provide prompt, efficient and courteous customer service o Maintain a clean, customer friendly environment in the store o Ring customer sales on an electronic cash register o Forecast, order and stock merchandise o Provide prompt, efficient and courteous customer service o Maintain a clean, customer friendly environment in the store o Ring customer sales on an electronic cash register o Forecast, order and stock merchandise

Sales Associate

• Oct 2015 - Aug 2016

o Handling and balancing the cash. o Prepare reports o Ensure high level of customer satisfaction o Assess customer’s needs and provide assistance o Cross sell products o Team up with co-workers to ensure proper customer service o Handling and balancing the cash. o Prepare reports o Ensure high level of customer satisfaction o Assess customer’s needs and provide assistance o Cross sell products o Team up with co-workers to ensure proper customer service