Stefanie D. Email & Phone Number

Texas, United States

My duties and responsibilities of a Customer Success Manager vary depending on the business needs. I have helped increase customer retention by establishing Curious Cardinals as credible authorities in the industry to build and maintain customer relationships. Research & Marketing Data operations.

Austin, Texas Metropolitan Area

Engaged in inbound and outbound calls with consumers looking to compare insurance rates. Asked qualifying questions to match them with the best insurance agent for their needs.Completed follow up calls, inquiring about the consumer's experience and making sure their needs were met. Help consumers get connected with the right agent and record information.

Grapevine, Texas, United States

Organize and maintain client files and documentation. Provide excellent customer service to clients and address any inquiries or concerns. Conducted research on mortgage products and rates. Assist in scheduling appointments and managing calendars for brokers.reviewing loan paperwork, verifying the accuracy of loan documents, and ensuring that all necessary.

Argyle, Texas, United States

Prospect Clients, Sales presentation and contract management. Maintain front office duties, showing homes, construction sites.

Flower Mound, Texas, United States

Present purchase offers to sellers for consideration.Negotiate prices or other sales terms.Compare a property with similar properties that have recently sold to determine its competitive market price.Appraise property values.Advise clients on market conditions, prices, mortgages, legal requirements, and related matters.Promote sales of properties through.

Addison, Texas, United States

Originate purchase and refinance loans by responding to company-provided leads via phone in a timely manner from: internet, direct mail campaigns, referrals, or other special marketing campaignsEngage with consumers, determine their needs, and offer the appropriate productsTake mortgage loan applications by phone and prepare effective loan proposalsObtain.

Irving, Texas, United States

Originate purchase and refinance loans by responding to company-provided leads via phone in a timely manner from: internet, direct mail campaigns, referrals, or other special marketing campaignsEngage with consumers, determine their needs, and offer the appropriate productsTake mortgage loan applications by phone and prepare effective loan proposalsObtain.

Denton County, Texas, United States

• Collections Specialist was responsible for managing customer accounts, processing credit applications, and maintaining detailed customer records.Responsibilities:
• Handle customer inquiries regarding credit and collections.
• Maintain dialogue with customers, facilitating conversations that may be challenging. I also worked with Direct Lending for Auto Loans, Mortgage Home Loans, Call Center Rep, and front desk receptionist, as well as.

Dallas, Texas, United States

actively promote and sell the credit union’s full line of financial services by profiling each and every member, assessing their needs and offering solutions to better meet those needs in person or by phone;perform tasks such as opening and closing deposit accounts, taking loan applications, handling customer service requests, and so on during the course.

Mesquite, Texas, United States

Loan Officer & Front Desk Receptionsit providing customer service and assessing financial situations. Explained loan terms and helped clients understand which loan features are best for them. Credit Repair, Home quity loans, Auto Loans, Collections Specialist.

Education record

Education record

Education record

Education record