Kevin Boggs Email and Phone Number

Conventional, Home Ready, FHA, Construction, VA

Conventional, Home Ready, FHA, VA, USDA, Construction

-Building long term relationships with clients based on outstanding customer service. Working in a bank branch on a daily basis, interacting with new and existing clients in person, over the phone and via email. -Opening new checking and savings accounts, credit cards for new and existing clients. Uncovering needs by getting to know my clients in depth and relating the benefits of products and services at Chase to help with each client’s individual needs.-Working with branch partners to assist with more complex financial needs including Investments/Retirement Planning, Mortgages, Home Equity Line of Credit and Auto Loans.

-Working in a bank branch and assisting clients in person, over the phone and via email. This role was very focused on outbound calls to clients who don’t have a significant relationship with the bank to offer them the opportunity to come in and build a relationship. -Opening new checking and savings accounts, credit cards, auto loans and home equity lines of credits for new and existing clients. -One of 12 employees in the company selected to the Customer Service Task Force in recognition of outstanding individual service to our clients. This involved monthly meetings to drive initiatives to improve customer service across the entire company.

-Purchase and Refinance loans for clients using Conventional, FHA, VA and HARP loan programs.-Working with clients through the entire loan process from initial meeting and qualification, through loan processing and attending the closing with the clients.-Established relationships with Realtors in the local market to help their clients with their mortgage needs. -Closed an average of 10 loans per months with an overall Customer Service Score of 95%.

-Tasked with developing and implementing a program to handle events at six bowling centers. -Created and established the private event food, beverage, extras menus including all pricing and costs. Implemented all operation standards and procedures for events. -Developed and lead customer service training program for all employees.-Marketing and Sale strategy to increase revenue at all centers, included inside and outside sales activities, advertising and promotional events.

-Working directly with the training team at Downtown Disney, assisting with all new hire and ongoing training for employees. -Part of the launch team for the Bippity Boppidy Boutique as it progressed from the Imaginers to operations. Primary duty involved development and formatting of training manuals for the Fairy Godmothers in Training. -Responsible for tracking of all computer based training across Downtown Disney.-End of internship performance review was the highest possible: “Clearly Outstanding”