Jacob Borders Email & Phone Number

Rock Hill, Sc, Us

Valley Forge, Pa, Us

-Facilitated the transfer of assets between accounts, ensuring compliance with regulatory requirements and client satisfaction.-Assisted clients in opening new accounts, providing detailed guidance to streamline the process and enhance their investment experience.-Supported clients through sensitive situations, including the passing of loved ones, by providing compassionate assistance and navigating estate-related processes.-Conducted weekly meetings with processors to discuss and implement improvements in asset transfer processes, enhancing efficiency and client satisfaction.-Educated clients on necessary documentation and steps required to manage accounts after a death, ensuring a smooth transition during difficult times.

Charlotte, Accuvision Lasik , Us

- Answered phones and scheduled eye appointments.- Conducted pretesting procedures with patients.- Helped patients select frames.- Adjusted contact lenses for patients.- Gave contact lens education to patients.- Maintained patient records and updated them.

Charlotte, North Carolina, Us

- Handled cold calls, incoming emails and invoices, and completed appropriate actions daily- Managed a large range of services including operating a team, serving clients, and maintaining business relationships with realtors- Guided clients, attorneys, and realtors through the full transaction of purchasing a mortgage- Assisted in event planning, including associated travel and logistical arrangements- Delivered expert clerical support by efficiently handling a wide range of routine and special requirements- Assisted in running the sales floor, which entailed assisting in calls, solving problems, and keeping the floor on schedule- Kept business, customer, and financial records current and accurate to stay on top of changing information and avoid lost data- Operated in dynamic, large transaction environments to provide skilled assistance to more than 50 clientsMaking mortgage easy.Personal NMLS: 2073453Company NMLS: 2020757

Greenville, South Carolina, Us

- Coordinate, organize and facilitate meetings for potential new customers- Brainstorm, execute marketing proposals, and campaign ideas for projects- Design and create ads for marketing purposes- Continuously improve SEO traffic to all company-relevant online sites- Collect data on consumers, competitors, the developing market, and consolidate information into actionable items- Assisted in creating value proposition, and standardization processes for (company) SaaS product- Remain fully informed on market trends, other best parties researches, and implement best practices- Manage social media accounts- Create blog content