Stephanie Owens Email & Phone Number

Florida, United States

Jacksonville, Florida, United States

 The Client Services department develops strong & deep client/partner networks within the MSR Acquisition Agency Programs & across all lines of business. We anticipate client needs & develop appropriate solutions as well as establishing ourselves as a subject matter experts. Provide clients with an integrated view of all programs & processes, including.

CMC Funding, Inc.

• Develops strong and deep client/partner relationships within the Capital Markets Cooperative Programs and across lines of business.
• Specifically managing the relationship between the federal bank, its preferred financial institutions, and CMC Funding and its affiliates.
• Anticipate line of business client needs and develop appropriate solutions.
• Responsible for leadership of the account management team.
• Creating and managing account management projects that benefit the company.
• Established as a subject matter expert and strong client advocate for assigned businesses.

Ponte Vedra, FL

• Develops strong and deep client/partner relationships within the Capital Markets Cooperative Programs and across lines of business.
• Specifically managing the relationship between the Federal Home Loan Banks, its preferred financial institutions, and CMC Funding and its affiliates.
• Anticipate line of business client needs and develop appropriate solutions.
• Responsible for leadership of the account management team.
• Creating and managing account management projects that benefit the company.
• Established as a subject matter expert and strong client advocate for assigned businesses.

Ponte Vedra, FL

Managed the appraisal process beginning to end to ensure that all assigned appraisers followed the five day turn time to turn in their reports on or before the due date. I processed payments of appraisals. Spoke to clients on the phone and through email to solve any issues, concerns, or complaints. I was responsible for resolving conditions on reports. I.

Traveled to Merrill Lynch offices around the United States and transitioned into the firm new financial advisors or financial advisory teams from opposing firms. Moved over all of their clients assets; cash, stocks, and bonds into newly opened accounts at Merrill Lynch.

Traveled to Merrill Lynch offices around the United States and transitioned into the firm new financial advisors or financial advisory teams from opposing firms. Moved over all of their clients assets; cash, stocks, and bonds into newly opened accounts at Merrill Lynch.During employment with Merrill Lynch, several awards were received including the coveted.

Promotion in a specialized position dealing solely with branch office clients in the western division who are $1 million and above in assets

More specialized position dealing solely with internal client accounts

Distributed funds from accounts belonging to clients under $1 million in assets

The responsibilities for this job are, but not limited to, for setting up approximately 400+ appraisal appointments per week and managing their progress.Participation in several projects designed to find better solutions to problems that would occur, such as projects involving frequently used computer programs, was achieved.