David H. Email & Phone Number

• Assist onboarding new & existing client with TMS services enrollment from initial consultation and sale through post-implantation. • Assist RM with analyze prospect’s banking activity and prepare pricing proposals.• Perform annual TMS services review for existing clients with adjustment recommendation• Support with Account Analysis and client billing for accuracy. • Assist with TM product manager with product and service implementation and enhancement.

Los Angeles, California

• Oversee TMS support team’s daily operations including support and product implantations.• Develop and update internal procedures and assist management with policy revisions.• Assist Management team with audits ensuring “satisfactory” or above rating.• Collaborate with management to develop, test and deploy new services & system enhancements while focusing on client impact.

Los Angeles Ca

• Assist management with onboarding new team member and ensure cross training is completed.• Assist with complicated TMS service setup and training.• Act as an escalation point for staff and external customers. • Oversee the team in the absence of the management.

Los Angeles, California

• Responsible for the implementation of TMS products and services, and provide training to the client.• Complete Proforma statement analysis for TM sales officers.• Assist and troubleshoot any TMS service related request by phone or on site.• Support client with all incoming & emails inquiries related to TMS services & online banking.

El Monte Ca

•Monitoring and scoring the quality of inbound and /or outbound customer calls made by phone bankers•Use in-depth knowledge of bank procedures, regulatory standers, risk management and customer service guidelines to provide consistent, written feedback and guidance according QA standards.•Accurately document banker compliance, FCR (First Contact Resolution) and other quality performance expectations used for management review and audit.

El Monte Ca

El Monte