Cassidy Curles Email & Phone Number

United States

Denver, Colorado, United States

Process and augment digital loan packages from partnering lendersTrain the A.I. software to classify and annotate loan documents. Communicate via Zendesk with Lenders and Settlement Agents for missing/incorrect information from documents.Improved efficiency and usefulness of our knowledge base, Guru, for all employees by utilizing Jira, Adobe Suite and Google Suite.Hand selected to join a specialized team that trains the A.I. software to increase automation in processing loan packages and reduce COGS.Active member on multiple projects that streamlined workflows through data analysis. Hosts Zoom rooms to train new employees and collaborated cross functionally with various departments.

Remote

Interacts with high-net-worth members to provide service, respond to inquiries, resolve issues, and generate sales. Fields incoming calls, emails, and online chat messages to provide information about the company. Manages a portfolio of over 600 club members using CRM.*Promoted to Senior-level position after exceeding expectations as an Account Manager by creating lasting relationships with my book of business including the sale of membership upgrades, additional products, and other revenue-generating items using CRM.*Manages a book of business of over 600 high net-worth members by booking properties from all over the world, handling cancelations, upgrades, *Trains new Member Experience Associates via shadowing, answering questions, demonstrating tasks, and providing feedback to help them improve their knowledge of the position.*Onboards or familiarizes a new member with the products and services of THIRDHOME to help ease their transition into the club and become their Account Manager for all further interactions.

Greater Nashville Area, Tn

Performed a variety of administrative and customer service duties, such as answering incoming calls and placing outbound calls to provide information and answer questions. Managed a workload of 75-100 violations daily, including the oversight of traffic school requirements for hundreds of customers.*Successfully fielded approximately 100 calls per day in a fast-paced, high call volume environment.*Transcribed at least 100 traffic tickets per day into the office system.*Entered violations into the Traffic School system and filed them accordingly to be appropriately assigned.

Greater Nashville Area, Tn

Managed the festival’s general email address by answering all incoming emails, logged film submissions, assigned screeners, provided office support, and created/updated webpages for volunteer screeners.*Hand-selected to assist both the Artistic Director and Programming Coordinator.*Logged over 400 film submissions into excel spreadsheet for entire Film Festival use.*Created webpages for volunteer screeners to use to rate each film and updated it daily.

Birmingham, Alabama Area

Conducted a wide range of clerical and administrative duties while ensuring an organized and tidy reception area. Responded appropriately to inbound calls, as well as completed necessary outbound calls. Worked in close collaboration with a team of personnel to enforce protocols, policies, and procedures.*Successfully managed all aspects of scheduling for 4 doctors, 5 therapists, and hundreds of patients.*Answered all incoming calls which could reach exceed 50 calls per day.*Filed all documents of incoming and past patients throughout each day.

Film, Film/Cinema/Video Studies

Education record