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 about their experience.Remain in frequent communication with leadership. Communicated with your my team daily through chat.

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 documents are complete within the necessary timeframe.

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 advertisements, open houses, and participation in multiple listing services.Develop content for sales presentations and other materials.Accompany buyers during visits to and inspections of property, and advise them on the suitability and value of the property they are visiting.Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of the purchase agreement are met before closing dates.Coordinate property closings, overseeing the signing of documents and disbursement of funds.Contact property owners and advertise services to solicit property sales listings.Arrange for title searches to determine whether clients have clear property titles.Deliver promotional presentations to current or prospective customers.Attend conventions, seminars, and staff and association meetings to remain knowledgeable about real estate markets.Advise sellers on how to make homes more appealing to potential buyers.Investigate clients’ financial and credit status to determine eligibility for financing.Develop a network of attorneys, mortgage lenders, and contractors to whom clients may be referred.Inspect condition of premises and arrange for necessary maintenance or notify owners of maintenance needs.Appraise properties to determine loan values.Evaluate mortgage options to help clients obtain financing at the best prevailing rates and terms.Rent or lease properties on behalf of clients.

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 all necessary information to close the loan in a timely manner, including but not limited to credit reports, income verification, appraisals etc.Meet individual monthly sales goalsStay informed of developing trends in the mortgage industryMaintain compliance with the NewRez Code of ConductPerforms related duties as assigned by supervisor.

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 all necessary information to close the loan in a timely manner, including but not limited to credit reports, income verification, appraisals etc.Meet individual monthly sales goalsStay informed of developing trends in the mortgage industryMaintain compliance with the NewRez Code of ConductPerforms related duties as assigned by supervisor.

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 Personal Banker. I floated the entire credit union depending on where there was a need for that day.

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 of a sales session;actively promote and sell credit life, credit disability, GAP, warranties on all loans when applicable;deepen the member’s relationship by referring the member to our other lines of business including, Heritage Direct Investments, insurance, Mortgage Services and Business Services;perform all maintenance functions to better meet the needs of the member, including, but not limited to: adding & removing joint owners, ordering checks, issuing stop payments, ordering debit cards, processing wire transfers, processing fraud packets and so on;open and assist members with safe deposit boxes;take a proactive role in developing additional relationships by being active in the community through volunteering events, visiting existing and new clients, placing outbound calls to the same;become a notary to assist in notarizing bank documents and limited outside forms;support all other credit union associates, as needed and/or requested;maintain a working knowledge of the credit union’s complete line of products and services, as well as all compliance regulations;perform any and all other duties that may be required or needed from time to time.

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