Mark Wright Email & Phone Number

Responsible for offering and selling financial products and services to both consumer and small business members. Performs thorough needs assessments on members and small business clients to strengthen and deepen member relationships while ensuring quality member service. Primary focus is around consumer lending, mortgage lending and small business accounts.

Greater Richmond Region

Provides superior member service by accurately and efficiently performing all member service related transactions in accordance with VACU policies and procedures. Performs thorough needs assessments on each member to strengthen and deepen member relationships while ensuring quality member service.Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform, including Security and Information Security.Establishes member relationships through quality service and cross selling VACU products/services to meet member needs.Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority.Must maintain appropriate knowledge of all VACU products and services.Answers the phone and respond to member phone inquiries professionally and accurately.Building and retaining member relationships by performing follow – up and courtesy calls to members.Provides quality service by following all member service expectations.Responsible for ensuring that business goals and individual member service and sales goals are consistently met.Responsible for delivering high quality service and needs based sales to members.Required notary certification. Must stay informed of all notary rules and regulations.Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy.Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents.Other duties may be required and assigned by the supervisor.

Glen Allen, Virginia

•Deliver exceptional and courteous customer service•Investigate, evaluate, and negotiate liability claims to ensure a positive customer experience•Accurately document claims information using Allstate’s state-of-the-art NextGen claims system•Work collaboratively with a team in a fast-paced environment•Achieve targeted performance goals to support Allstate’s industry leading operation standards•Determine applicable coverage’s in basic claims involving a single claimant and determines applicable coverage limits in basic claims involving multiple claimants•Take recorded statements from claimants, insured’s, witnesses, etc. and prepares summaries•Review investigation notes and determine claim value, coverage and liability for basic claims

Lakeside Market

Responsible for building long-term relationships with clients in-person and by phone. Work to understand client’s financial needs and consultatively address by making appropriate product recommendations or referring the client to a financial partner. Manage relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis. Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.Essential Duties and Responsibilities:The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Serve as primary contact for new account openings and cross-sell other products and services to clients and prospects through proactive and reactive client contact.2. Support team sales process by acting upon or referring identified client needs to other lines of business

Richmond, Virginia Area

Responsible for partnering with my dedicated lines of business to help improve the customer experience. Senior Quality Assurance Coordinator coordinates the Quality Measurement reviews of one or more monitoring functions or an assigned area within the Quality Monitoring department, also support internal and external customers by developing solutions to improve quality results and operational effectiveness.Principal Responsibilities:-Manage a quality monitoring sample within the required timeline and communicate results to managementInitiate and conduct research for varied quality related issues-Recommend improvements to quality processes, policies and procedures-Develop action plans to improve service to internal and external customers and make recommendations to reduce operating costs and increase efficiencyFacilitate quality calibrations. -Document discussion and manage action items as neededPartner in the design and implementation of new or revised measurement criteria within areas of responsibility.-Adhere to compliance and operational risk controls in accordance with company and regulatory standards, policies and practices. Report control weaknesses, compliance breaches and operational loss events-Complete other related duties as assigned.

Richmond, Virginia Area

The primary function of this role is to answer inbound calls from customers who have fraud and dispute claims in a disputes environment. Contact merchants via conference call in an attempt to resolve the concern immediately. Gather information from customer, file claims and advise of next steps. Adhere to Regulatory requirements governing the Claim Intake Center functions.- Provide excellent service to customers - Meet all regulatory requirements such as timely claim submission deadlines - Attend team meetings - Stay abreast of all changes, developments and enhancements for all systems, processes and guidelines - Update account information and complete accurate documentation - Effective call and time managementAlso in charge of Daily Management Standards(DMS) for team, and Engagement

Checkout Coach Certified, Western Union Certified. Manage front end of the store including, cashiers, courtesy clerks, customer service and cafe.Responsible for audits, pickups,and deposits of all cash. Must insure that all state and federal laws are met and applied correctly, while coordinating with upper management. Also serve as backup Accountant.

Richmond, Virginia Area

I am responsible for assisting new and existing customers with their immediate, short term, and long term Financial needs. This means proper handling of transactions, opening new accounts, credit requests, and sending appropriate partner referrals. I also coordinate with branch manager to ensure that the branch is run smoothly.

Richmond, Virginia Area

Responsible for assisting new and existing customers with their immediate, short term and long term financial needs through the proper handling of transactions, new account openings, maintenance requests, credit requests, and appropriate partner referrals. This position regularly combines the transaction and account opening functions, knowledge, skills and abilities.

Responsible for providing superior customer service while processing transactions and answering questions from existing and prospective customers, as well as identifying qualified referrals to other lines of business.

Handling customer issues, refunds, employee needs. Coordinating with accounting and upper management to ensure store is run smoothly.

Mass Communication/Media Studies

Mass Communications

Advance Studies Diploma, General

Activities and Societies: DECA, GERMAN CLUB.