Callie Patterson

Callie Patterson Email and Phone Number

Mortgage Processor l Customer Relations Manager (CRM) | Underwriter | Data Analytics
Callie Patterson's Location
Greater Chicago Area, United States, United States
Callie Patterson's Contact Details

Callie Patterson work email

Callie Patterson personal email

n/a
About Callie Patterson

Working as a leader in Banking and Client Services for 15 years, I have honed my expertise in customer relations management (CRM), data analysis, and account management. Looking forward, I aspire to continue utilizing these competences in the technology industry. I also have excellent telecommunications and research skills, which allows me to be of technical and professional support to clients and organizations alike.

Callie Patterson's Current Company Details

Mortgage Processor l Customer Relations Manager (CRM) | Underwriter | Data Analytics
Callie Patterson Work Experience Details
  • Jpmorgan Chase & Co.
    Client Care Specialist Ll ( Mortgage Processor)
    Jpmorgan Chase & Co. Jan 2021 - Mar 2023
    New York, Ny, Us
    • Ensured all loan documentation was complete, accurate, and compliant with company policy• Utilized research skills to evaluate applicants prior to processing loans • Identified potential risk regarding fraud or misrepresentation of clients and the company• Following up on conditions needed and answering any customer inquiries throughout process• Collaborated with internal and external resources to provide seamless pipeline to closing
  • Fifth Third Bank
    Lead Customer Service Representative ( Teller Manager)
    Fifth Third Bank 2016 - Jan 2021
    Cincinnati, Ohio, Us
    • Managed operations and activities of Customer Success department• Resolved customer inquiries regarding financial center procedures and assisted in updating request logs• Promote quality customer relations by exhibiting knowledge of company procedures and processes• Analyzed data from customer surveys to determine how department can improve service
  • Bmo Harris Bank
    Personal Banker
    Bmo Harris Bank Jan 2016 - Dec 2016
    Chicago, Illinois, Us
    • Works with prospective and existing customers to assess potential overall banking needs• Utilized client account and financial data to recommend most efficient products for their objectives• Perform more complex tasks in compliance with established policies, procedures, and standards• Refer qualified customer leads to other collaborative departments to increase overall sales per interaction • Met or exceeded sales revenue goals and One Harris goals by selling and cross-selling bank products and services
  • Sprint
    Retail Sales Consultant
    Sprint Jan 2013 - Jan 2016
  • Tcf National Bank
    Assistant Branch Manager
    Tcf National Bank 2008 - 2010
    • Supervised branch personnel on behalf of upper management• Share overall responsibility for branch sales goals attainment with management team• Ensure personnel promote and cross-sell Bank products, programs and services• Maintain positive customer relations by displaying patience and resolving issues • Train new Sales Associates and Bank Tellers on company policies, bank procedures, and customer service expectations
  • Bolingbrook Currency Exchange
    Teller
    Bolingbrook Currency Exchange Jan 2007 - Dec 2007

Frequently Asked Questions about Callie Patterson

What is Callie Patterson's role at the current company?

Callie Patterson's current role is Mortgage Processor l Customer Relations Manager (CRM) | Underwriter | Data Analytics.

What is Callie Patterson's email address?

Callie Patterson's email address is ca****@****bmo.com

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