Brandy Ingram Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina Area

• Ensure accuracy and completeness of loan information for mortgage loan notes.
• Identify exceptions and escalate issues to management
• Ascertain data inconsistencies; work with senior management and customers to address/resolve issues.
• Verify accuracy of documentation and audit data needed to complete transactions, escalate any issues to senior management and follow through to ensure issues have been resolved, highest levels of customer satisfaction.

Winston-Salem, North Carolina

• Cultivated strong, long-term relationships with high-net worth individuals and other customers; provided services as personal banker, recommended products and services to optimize customer results.
• Recognized as the #1 Financial Specialist out of more than 40 Financial Specialists in the region.
• Consistently met or exceeded monthly sales credit targets; frequently awarded Monthly Sales Awards.
• Strengthened relationships and built sales portfolio by following up on leads, calling potential clients on a daily basis, and educating existing and new customers on company products and services.
• Ensured world-class customer service and highest levels of customer satisfaction through consistent follow up with new customers to address concerns, issues, and questions.
• Built high level of trust and regularly requested by customers to personally handle their accounts based on outstanding customer service, knowledge of accounts/products, and strong relationships.

Winston-Salem, North Carolina

• Assisted clients with account issues, conducted account transactions, and performed account maintenance.
• Investigated issues with customer accounts and assisted customers with issue resolution.
• Scheduled customer appointments with Customer Service & Sales Representatives; leveraged skills in time management, follow-through, issue resolution, and account maintenance.
• Met or exceeded all customer expectations; consistently achieved highest rankings on customer surveys.
• Performed account transactions including deposits, transfers, payments and account maintenance.

Winston-Salem, North Carolina

• Successfully managed highly customer-centric role in fast-paced environment; assisted clients with account transactions; addressed and resolved issues, complaints, and concerns.
• Referred customers to appropriate resources to provide them with additional products and services.
• Represented the company to a diverse customer base; established immediate rapport and ensured highest quality of service, communication, efficiency, and product knowledge.
• Consistently met or exceeded continuous improvement goals for transaction quality and efficiency, customer relations, and team dynamics.
• Improved productivity by designing Excel spreadsheets for business customers and safe deposit box audits.
• Strengthened conversion of leads through immediate and effective follow-up via phone calls and letters.

Boone, North Carolina

• Supervised staff; scheduled, and managed work flow for team of 4 customer service staff.
• Balanced store accounts, prepared and maintained weekly sales reports and submitted payments to outside vendors.
• Strengthened customer relationships and satisfaction by assisting customers with exchanges, refunds, concerns and issues.
• Provided senior management with printed weekly sales reports.

Bachelor Of Applied Science (Basc), Health/Health Care Administration/Management

Relevant Coursework: Economics of Health Care │ Introduction to Health Care Management │ Health Care Law Seminar │ Finance of Health.

Bachelor Of Science, Business Administration; Marketing

Brandy Ingram