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.

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.

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.

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.)