David Jenkins Jr Email and Phone Number

Manage client service retirement accounts

Managed a pipeline at every stage of the loan process and ensured accuracy

SKILLS• Input and process confidential invoices, checks, customer data, with 100% accuracy and follow secure handling procedures to manage risk daily and ensure five star customer service with internal and external customers• Focus on the customer experience having a 24 hour rule to follow up on customer emails, voicemails, and escalations on average processing 300 items daily• Follows standard work checklist to reduce errors with inputting and processing to work towards process improvement for customer satisfaction• Manages 2-3 activities without impacting productivity and accuracy making independent prioritization decisions based on working experience• Providing effective communication through daily huddles, customer calls,and emails• Recommends improvements to processes to increase productive, reduce errors, improve customer experience and sharing best practices• To Provide customer solutions based on knowledge by sorting,recommending best process for the customer based on quantity, meeting and exceeding SLA, and time standard• Perform initial appraisal of potential borrowers by thoroughly examining their application• Assess the credit standings of applicants through background research• Interview applicants to evaluate their eligibility for loan or mortgage• Conclude on all applicable financial and non-financial criteria and develop loan repayment plans• Follow up with clients to clarify important points• Give the “green light” to eligible candidates and report decisions with sound arguments• Finalize loan contracts and keep clients informed in rules and obligations• Remain up to speed regarding lending and other financial services• Create and renew records• Identify customer needs, explore all options and suggest different types of loans• Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services• Work within established regulations and adhere to law requirements at all times

• Managed 25 employees from onboarding to exit• Ensure all clients are managed and cared for; reported results to state• Implemented new fundraising programs and services for residences• Scheduled personnel to ensure adequate coverage

• Researched & resolved clients requests in Foreign Exchange • Processed foreign currency orders • Received excess foreign currency for redeposit• Settlement of Foreign Exchange transactions• Maintained professional relationship with service partners• Review and validate complex transactions• Reconcile/balance checks to accelerate transaction processing• Developed and obtained approval of condensed work week for the team• Completed assignments from managers to further develop leadership skills• Planned business resilience• Representative for employee engagement committee• Offers suggestions for coordination of Spotlight points for time off

• Managed 15 employees• Created new scheduling process that reduced cost• Provided excellent courteous customer service