Cristina Maynard Email & Phone Number

Dallas, Texas, United States

● Provide ongoing relationship support and service to high-profile clients in the foreign correspondent, cryptocurrency, and banking industries.● Lead the onboarding process for new customers, ensuring a smooth and efficient transition into our products or services.● Collaborate with cross-functional teams to gather client requirements and tailor onboarding plans to meet individual needs.● Responsible for retaining and expanding new and existing client relationships.● Assist and… Show more ● Provide ongoing relationship support and service to high-profile clients in the foreign correspondent, cryptocurrency, and banking industries.● Lead the onboarding process for new customers, ensuring a smooth and efficient transition into our products or services.● Collaborate with cross-functional teams to gather client requirements and tailor onboarding plans to meet individual needs.● Responsible for retaining and expanding new and existing client relationships.● Assist and support Business Development Managers with daily tasks and follow-ups throughout onboarding.● Assist third-party Enhanced Due Diligence partners with requests and follow-ups that arise upon review of prospectedclients.● Create Excel account management profiles that track and organize high-profile prospective clients.● Thoroughly research and understand each client’s business model, needs, and growth towards goal achievements.● Develop and maintain strong, long-lasting relationships with clients, acting as their main point of contact throughouttheir journey with our company.● Regularly communicate with clients to understand their evolving needs and challenges and proactively address anyissues or concerns.● Identify opportunities for upselling or cross-selling additional products or services based on client requirements andusage patterns.● Conduct training sessions and product demonstrations to familiarize clients with our offerings and maximize theirutilization.● Follow bank-specific processes and guidelines in daily activities while adhering to all applicable laws and regulations. Show less

Remote

• Gathered and reviewed documentation from prospective clients during the early stages of the onboarding process • Maintained knowledge of all documentation required to open a business account for Fintech customers.• Responsible for assisting in the retention and expansion of existing customer relationships through the provision of excellentcustomer service.• Identified and created new processes for standard practices that did not exist• Handled routine problems involving… Show more • Gathered and reviewed documentation from prospective clients during the early stages of the onboarding process • Maintained knowledge of all documentation required to open a business account for Fintech customers.• Responsible for assisting in the retention and expansion of existing customer relationships through the provision of excellentcustomer service.• Identified and created new processes for standard practices that did not exist• Handled routine problems involving multiple facets, variables• Assisted the Fintech Team in achieving a satisfactory or better rating on all internal audits• Ensured appropriate operating policies and procedures are in place and executed• Ensured the accuracy of date-sensitive information provided in Bank collateral• Ensured optimum productivity and accuracy in regards to client transactions• Ensured prompt and appropriate error resolution• Maintained comprehensive knowledge of the Bank’s products and services• Maintained current knowledge of all federal and state laws and regulations, along with the Bank’s policies and procedures Show less

Remote

• Worked closely with our Loan Officers to ensure a timely and accurate experience for our clients—from first time home buyers to refinancers—throughout the entire mortgage process• Contacted and supported third parties as needed to obtain valid paperwork• Scheduling and tracking of closing dates, contingency dates and loan lock expirations• Review loan approvals and address all conditions required for underwriting and closing• Prepare and submit timely and accurate loan… Show more • Worked closely with our Loan Officers to ensure a timely and accurate experience for our clients—from first time home buyers to refinancers—throughout the entire mortgage process• Contacted and supported third parties as needed to obtain valid paperwork• Scheduling and tracking of closing dates, contingency dates and loan lock expirations• Review loan approvals and address all conditions required for underwriting and closing• Prepare and submit timely and accurate loan files to the Closing Department• Use company’s proprietary software to manage your loan pipeline as well as conduct credit and underwriting analysis Show less

Addison, Illinois, United States

• Scheduling meetings and appointments within the office• Providing prompt, accurate, and friendly customer service• Communicating courteously with customers by telephone, email, letter and face to face• Finding ways to measure customer satisfaction and improve services• Facilitating customers inquires to reach an agreeable solution for both the customer and the company• Providing help and advice to customers using our organization's products or services• Handling… Show more • Scheduling meetings and appointments within the office• Providing prompt, accurate, and friendly customer service• Communicating courteously with customers by telephone, email, letter and face to face• Finding ways to measure customer satisfaction and improve services• Facilitating customers inquires to reach an agreeable solution for both the customer and the company• Providing help and advice to customers using our organization's products or services• Handling customer complaints• Managing accounts and bank deposits• Operating State Farm systems and submitted applications for many different lines of insurance• Maintaining a strong work ethic with a total commitment to success each and every day Show less

Hoffman Estates, Illinois, United States

• Assure continual account satisfaction through maximum responsiveness and personalized customer care• Enable agents to reach their monthly and annual sales goals by following up on underwriting requirements and expediting the policy to completion• Facilitating customers inquires to reach an agreeable solution for both the customer and the company• Maintain a professional and courteous relationship with new and existing clients that reinforce outstanding service• Accounts… Show more • Assure continual account satisfaction through maximum responsiveness and personalized customer care• Enable agents to reach their monthly and annual sales goals by following up on underwriting requirements and expediting the policy to completion• Facilitating customers inquires to reach an agreeable solution for both the customer and the company• Maintain a professional and courteous relationship with new and existing clients that reinforce outstanding service• Accounts management• Submit applications for several lines of insurance and loan applications• Explain the terms and conditions of the policies and calculate premiums for customers• Obtain and provide information when claims are made• Respond to the customer enquiries and resolve them satisfactorily Show less