Experience

Optimal Blue

• United States
• Financial Services
• 100 - 200 Employee

• Senior Account Manager

  • May 2009 - Present

  Train and support multiple customers with various levels of sophistication.Design training sessions to instruct new customers on the Optimal Blue system and to adapt the system to the varying lender business models of our customers.Manage projects and document technical cases.Provide information and/or training to end users to help resolve inquiries related to assigned processes, procedures, and/ or initiatives.Implementation of new or revised procedures and/ or processes.Resolve escalated issues from customers and other Account Managers.Create and document knowledge about system and configuration issues/resolutions/procedures Show less

• Senior Account Manager

  • May 2009 - Present

  Successfully train and support multiple customers with various levels of sophistication.Design training sessions to instruct new customers on the Optimal Blue system and to adapt the system to the varying lender business models of our customers. Training is conducted in the Optimal Blue office, remotely via online environments and occasionally in the customer's office.An expert on our Optimal Blue System.Converse with customers by phone addressing any questions, problems, and ongoing training.Maintain a relationship with all customers, proactively informing them with tips and suggestions to use the system to its full capability.Demonstrate excellent customer service by treating all customers in an appropriate and professional manner.Obtain customer feedback in order to enhance relationship.Expertise includes troubleshooting system issues for Support and the Integration team. Have the aptitude to grasp technical concepts which include HTML, JavaScript and XML. Show less



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Verizon

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Business Sales Representative

  • Jan 1998 - Jan 2002