Claire Zais Email & Phone Number

Eden Prairie, Minnesota, United States

• Maintain the Salesforce Platform Appointment Scheduling capability as part of Branch pilot program; which includes responsibilities of performance monitoring, defect resolutions, and enhancement identification. • Serve as liaison between Salesforce Information Technology Team, Segment Champions, and Consumer Business Banking; collaborate on identifying solutions to Platform defects.• Demonstrate an understanding of fundamental Agile methodology and participate in Agile ceremonies.• Manage to Risk and Compliance guidelines by reviewing daily Comparison Reports and validating each customer record shown has a known defect and there are no issues with the Customers Accounts.• Compile analysis and offer recommendations to stakeholders to streamline Salesforce Platform capabilities. • Collaborate cross functionally with Information Technology and Consumer Business Banking by determining requirements, conducting testing in lower environments, and rolling out items in production. • Build and execute reports in Salesforce for each segment, upon request. • Evaluating Salesforce Platform Access Management requests; approve or reject any permission requests based on validity of request.

Plymouth, Minnesota, United States

• Developed, maintained, and enhanced key relationships with mortgage brokers.• Monitored and reviewed loan submissions to ensure all information is correctly filled out per federal regulatory guidelines.• Prepared biweekly sales calls with existing customers to discuss current pipeline opportunities and promote products. • Acted as an expert in policy and procedure interpretation to provide guidance and expertise with loan scenarios. • Navigated through software applications, marketing systems and tracking tools to assist in loan inquiries, escalated requests and hit monthly sales goals. • Provided accurate and timely responses and resolution to internal and external customers regarding loan status, scenario questions, and other loan related inquiries.• Created client facing documents showcasing product offerings and benefits to TCF HELOCs to utilize during sales presentations. • Adhered to compliance regulations to ensure honest, ethical, and legal practices while representing TCF Bank in an ethical and professional manner.

Greater Minneapolis-St. Paul Area

• Managed customer service requests for 3 major clients, which included over 200 retail locations nationwide.• Anticipated, identified and provided actionable solutions to customer problems in order to strengthen client relationships. • Proactively monitored work order queues with technicians and communicated status with customer to ensure service requests were expedited and high-quality service was consistently delivered. • Interacted with various levels of leadership both internally and externally to ensure operational standards were met. • Improved customer satisfaction through consistent communication routines and expert conflict resolution.• Exercised judgement, consistent communication, and conflict resolution to ensure client satisfaction and retention. • Developed an All-Inclusive Service program, including implementation of reporting, building customer facing documents, and communicating the new process to technicians and field representatives. • Conducted bi-weekly meetings with the Client and Smart Care executives to discuss performance evaluations, strategy execution, and overall sales per locations. • Assisted in account set-up, invoice review and daily reporting for field representatives. • Assumed multiple leadership roles to enhance employee engagement and professional development for all employees.

Menomonie, Wi

• Prepared, managed, and organized inventory orders.• Orchestrated new promotions to draw the target market to the store, resulting in high volumized sales.• Managed own register, stocked shelves, and ensured tidiness of store.• Engaged customers and suggested products to meet their needs.

Hudson, Wi 54016

• Responsible for hiring, training and scheduling of 20 employees. • Delegated shift tasks based on employees’ individual strengths, skill sets, and experience levels. • Provided suggests to improve employee performance with which resulted in the enhancement of productivity. • Managed the implementation of the lunch program which led to an acceleration in revenue growth by 15%. • Managed inventory, along with communicated future orders with staff. • Created a welcoming environment for customers and ensured service in a fast-paced environment.

Menomonie, Wi

• Established open and professional relationships with team members which helped resolve issues and conflicts quickly. • Demonstrated the ability to prioritize and move quickly in a fast-paced environment. • Evaluated temperatures/status of foods based on regulations and collaborated machinery as a daily task. • Received, prepared, and gave order to customer in under the 150 second regulation time.

Menomonie, Wi 54751

• Served as an ambassador and leader for 150 First-Year students during campus Welcome Week• Organized and led meetings discussing the importance of the University and their mission, vision, and values.

Hudson, Wi 54751

• Cared and coordinated age appropriate activities for two children, ages seven and nine. • Managed transportation by taking children to and from summer activities.• Helped prepare and serve nutritionally balanced meals.

Hudson, Wi 54016

• Managed finances through collecting and depositing daily sales and reporting using Excel spreadsheets.• Improved customer experience by sampling product and engaging in conversation with guests.• Responsible for routine maintenance and weekly cleaning of store machinery.

Bachelor Of Science - Bs, Business Administration And Management, General

Team member of the Women's Division III Track and Filed team.

Bachelor Of Business Administration (B.B.A.)