Summary
Overview
Work History
Education
Skills
Timeline
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Boston Fleming

Kansas City

Summary

Professional with strong background in investor services, ready to contribute to team-oriented environment. Skilled in account management, client communication, and financial analysis. Known for adaptability, problem-solving abilities, and delivering results. Adept at handling complex client inquiries and fostering positive relationships.

Overview

6
6
years of professional experience

Work History

Investor Services Representative

SS&C Technologies
03.2021 - Current
  • Participated in ongoing training programs to stay current on industry regulations and best practices.
  • Delivered exceptional customer service by addressing client concerns promptly and professionally.
  • Maintained detailed records of client interactions and transactions, ensuring data accuracy and confidentiality.
  • Utilized advanced software tools for tracking investments, identifying trends, and generating reports for clients'' review.
  • Increased client retention through proactive communication, addressing concerns before they escalated into issues.
  • Developed strong relationships with clients by providing personalized investment advice tailored to their financial goals.
  • Assisted clients with account maintenance, including updating personal information and processing financial transactions.
  • Streamlined internal processes for increased efficiency in handling customer requests and transactions.
  • Conducted research to answer questions and handle issues using multiple systems and resources.

Loan Service Specialist

North American Savings Bank
04.2020 - 01.2022
  • Assisted borrowers in understanding complex loan terms and conditions, providing clear explanations and guidance throughout the application process.
  • Maintained strict adherence to ethical standards and regulatory requirements, ensuring a strong reputation for compliance and integrity in all lending activities.
  • Negotiated favorable repayment terms with delinquent borrowers, ultimately reducing default rates for the organization.
  • Enhanced client relationships through consistent communication and prompt resolution of concerns or issues related to their loans.
  • Improved loan processing efficiency by streamlining documentation procedures and reducing paperwork redundancies.
  • Delivered outstanding customer service while addressing borrower inquiries regarding payments, account statuses, or other loan-related matters.
  • Managed a high volume of loan applications, prioritizing tasks and ensuring timely completions for enhanced customer satisfaction.
  • Streamlined interdepartmental communication channels for more efficient information sharing among team members involved in the lending process.

Customer Service Representative

Forest T Jones
01.2019 - 08.2019
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Assisted customers in navigating company website and placing online orders, improving overall user experience.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.

Education

General Studies

Saint Anne Community High School
St.Anne, IL
05-2007

Skills

  • Portfolio management
  • Data interpretation
  • Technical aptitude
  • Investments
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Reliability
  • Excellent communication
  • Organizational skills

Timeline

Investor Services Representative

SS&C Technologies
03.2021 - Current

Loan Service Specialist

North American Savings Bank
04.2020 - 01.2022

Customer Service Representative

Forest T Jones
01.2019 - 08.2019

General Studies

Saint Anne Community High School

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Boston Fleming