Luke Spalding Email & Phone Number

• Review and decision loan applications• Review income documents including bank statements and tax returns• Take inbound calls to perform phone verifications• Regularly collaborate with team members to answer questions using critical thinking.

San Francisco Bay Area

• Communicate with and assist customers throughout the loan application process• Regularly analyze credit reports• Have consistently reached company wide production metrics• Regularly read and review tax documents

•Manage logistics of various delivery agents to ensure timely delivery and guarantee customer satisfaction.•Handle customer inquiries, complaints, billing questions, and payment extensions/service requests.•Collaborate with fellow CSPs to ensure customer’s and courier’s problems are dealt with accordingly.•Multitask and switch roles throughout the day according to company demand

• Maintained records and managed response database from targeted account surveys and focus groups.• Conducted and completed interviews for studies sponsored by clients such as the National Institute of Health, PG&E, Rocky Mountain Power, and Amtrak California.• Managed call logs and relationships for a wide range of companies and users to screen for potential research.• Analyzed research and data gathered and presented relevant information to clients for potential marketing campaigns

• Entered and analyzed data, and collaborated with targeted companies to prepare market research studies.• Contacted and screened potential participants for focus groups.• Managed customer relationships to generate leads and identify upsell and cross sell opportunities.• Led focus groups and proctored responses to improve data and efficiency of the market research studies.• Conducted general administrative and office work including filing, managed phone calls, and data entry