Heather Snodgres Email & Phone Number

Establish and maintain client relationships, communicate client expectations and interests to operations team, service and maintain client base by answering product and service questions, maintain client records by updating account information, maintain financial accounts by processing customer adjustments and prepare product or service reports by collecting and analyzing customer information.

Located borrowers so an account representative could collect on a loan via researching borrower personal information on the internet using Accurint, Insight and Masterfiles, reviewed credit reports and contacted personal references.

Assisted associates with ordering parts and supplies, received and put away parts as they arrived, determined location for new parts, delivered parts to requesting departments, scrapped parts that were over inventory maximum, performed inventory audits and ran ad hoc queries.

Responsible for ensuring enough product is on hand via forecasting use, created daily preparatory list, trained new hires and assisted in product ordering.

Provided expert guidance and innovative solutions for the financial planning needs of individuals and businesses through a needs-based analysis, worked closely with clients to develop a customized plan that meets long-term financial goals and objectives and performed semiannual reviews to stay informed of clients’ changing needs.