Jon Umholtz Email & Phone Number

Lakeland, Florida, United States

Lexington, North Carolina, United States

Administer and mediate multiple tasks, including new memberships, new accounts and account upgrades for 15 incoming clients a day. Develop and maintain a strong professional relationship with new and existing clients and act as a primary contact to address any ongoing queries and concerns for timely and efficient resolution. Process annual income tax returns for members, ensuring accuracy and timely filing. Administer multiple financial inflows and outflows, including credit checks, and conduct analysis and interviews for loan applications while analyzing underlying data to ensure appropriate case outcomes. Manage a team of financial officers to ensure efficient office operations and quality service delivery.

Matthews, North Carolina, United States

Took charge of 50+advertising campaigns a month and provided technical and logistical assistance in devising creative and customer-centric marketing runs, resulting in revenue boost for the company. Served an average of 10 key accounts at a time and met with them regularly to discuss their business needs and carve out specific product and service plans for them. Handled recordkeeping for key accounts, their service plans and subsequent upgrades for future retention and customized service delivery.

Charlotte, North Carolina, United States

Monitored all activities of the IBM help desk insuring quality and excellent customer service to all clients. Identified areas of improvement and training needs for customer service representatives and implemented them. Provided analysis of customer service to management for timely and accurate decisions