Jan Breisath Email & Phone Number

Madison, Wisconsin, United States

• Efficiently manage a pipeline of mortgage loans through various administrative tasks• Delivery of all required documents in a timely manner• Work closely with department employees to ensure quality service• Ordering various documents required for processing, underwriting, and closing• Complete various administrative tasks, including data entry• Regular contact with other Mortgage staff, title companies and members• Schedule refi closings for Mortgage Loan officers

5951 Mckee Road Suite 100 Fitchburg Wi

Greet clients, provide high-level adminstrative support to Executive team. As a competent, capable outgoing individual who is the first person clients interact with, my understanding of Oak Bank's mission to relate and understand the clients needs gives me the ability to direct the client to the approriate leader, financial expert or personal banker.

3000 Parmenter Street Middleton, Wi 53562

• Take sales order via telephone, fax or email• Review orders for accuracy and potential issues in meeting the order requirements• Provide outstanding customer service by efficiently answering customer questions regarding order status, stock availability and pricing.• Develop basic technical knowledge of products and procedures and is able to effectively share with customers• Process shipping paperwork for foreign orders• Perform receptionist duties as scheduled

Madison, Wisconsin Area

Collaborate cross functionally with Customer Service, Marketing, Finance, Sales and Quality Assurance to complete inquiries from internal and external customer accurately and in a timely mannerResponsible for the maintenance of global data for over 500 accounts in SAP to include product listings/exclusions, outputs, batch search strategy, partner records and other master data elements to a 98% accuracyPerforms changes to master data following established processes including but not limited to create, change, extend, block/unblock, activate/deactivate customer accounts or otherwise modify master dataReview and analyze pricing variance reports to validate order pricing and ensure invoices are accurate prior to generationCollaborate with and enable sales team to drive revenue and company goal by handling first time customer inquiriesProvide service for non-order entry requests including, but not limited to compiling product documentation, specifications, certificates, questionnaires, and all other customer documentation needs

Madison, Wisconsin Area

Accounts Payable- Shared Services (2015-2016)Consumer Sales Advisor/Accounts Payable (2014-2015)Operation System Support- Level III (2001-2005)Customer Support Analyst II (1998-2001)

8401 Greenway Boulevard Middleton, Wi 53562

Customer Care Sales Professional (2013-2014)Utilized cold calling list from software tools to contact prospects qualifying leads for outside sales appointments.Averaged 75-100 calls per day.Converted above average leads to appointments in part due to high rate of returned calls from prospects.Provided support to existing clients by utilizing lead record to inform them on status.Maintained highest level of qualified appointments consistently.Up sold services and products to build and grow customer relationships.

275 Investment Court Verona, Wi 53593

Provide Sales Service by "Up Selling" products and services to customers. Provide customer leads to appropriate sales rep for sales opportunitesResponsible for supporting and servicing customers in assigned territories.Perform various duties associated with successful contract implementation.Maintain accounts by creating solutions to meet customer needs and to increase sales.OrganizationLed business review meetings with all functional groups. Ensure business components were complete and concise.Provide leadership and cross training to Service Account team members.Schedule a variety of on-site service activities, including both preventative and corrective tasks for Field Engineers in an assigned territory. Utilized previous experience as JT Packard CSAM.