Sandi Catin Email & Phone Number

United States

Plano, Texas, United States

• Manage the Refinance Assist line and Temporary-Assist line chat of 150+ agents by providing quick answers and guidance to questions for future self service utilizing the company’s database, Road Map and following.
• Work assign Expired Deals list and the Ready to Fund response google sheet accordingly to Exhausting Every Effort to increase funding metrics before proceeding with final steps.
• Facilitate the Unit Manager and Coach with team metrics, P&P updates and… Show more
• Facilitate the Unit Manager and Coach with team metrics, P&P updates and training for growth & development.
• Lead a team of 12+ agents and assist with development & performance standards.
• Answer questions via Google Chat, Slack and/or Zoom.

Plano, Texas, United States

• Performed outbound calls to both customer and lender to acquire loan accuracy and payoffs to complete loan process.
• Obtained and verified customers supporting loan documents and resolved discrepancies for a precise fund.
• Documented, researched and resolved customer issues while delivering excellent customer care.
• Perfected loan applications and educated applicants while actively listening and answering questions/concerns about the Refinance process and next step… Show more
• Perfected loan applications and educated applicants while actively listening and answering questions/concerns about the Refinance process and next step expectations.
• Managed workload of 35-45 applications daily.

Plano, Texas, United States

• Performed all essential functions of enrolling clients into the Debt blue Program Including making welcome calls and sending documentation to our clients for signatures.
• Answered all questions clients had and resolved any discrepancies on signed documents.
• Followed the compliance guidelines policy to ensure that the accounts meet the requirements to enroll.
• Reviewed and score all specialist calls for quality assurance and provide feedback.

Plano, Texas, United States

• Answered incoming customer inquiries, questions and concerns.
• Collaborated with management teams to stay updated on new products, services, and policies.
• Recorded customer information within our customer service database
• Engaged with clients in a friendly and professional manner while actively listening to their concerns.
• Offered support and solutions to customers in accordance with the company's customer service policy.

Plano, Texas, United States

• Lead and directed all activities to achieve the store/business goals while driving both associate and client engagement within ANN INC culture.
• Coached associates on the client experience to increase transactions and capture client opportunities such as personal style preference and credit applications.
• Scheduled weekly meetings to report with district leads and managers and discussed strategies for store goals and sales driving promotions.
• Shared value points and strong feedback… Show more
• Shared value points and strong feedback about the business strategies to push each other's sales goals individually and as a team.
• Managed Scheduling, payroll, Inventory, operating expenses, loss prevention and merchandising presentation. Show less

Education record

High School Diploma