Suzanne Allison Email and Phone Number

Coordinating with teammates on new client implementation processWorking with clients to establish and exceed measurable goalsConducting client training and education webinarsAnalyzing site usage statistics and reporting back to the team and clientsResponding to client and user questionsObtaining client feedback and testimonials via surveysAdvocating for clients internally to ensure projects exceed timelines and expectations

• Generates all client leads• Maintains relationships with other Real Estate Agents on open files• Clearly communicates with clients for full sales cycle • Coordinates necessary appointments with clients, other agents and critical stakeholders• Responsible for ensuring deadlines for contingencies are met and escrows close on-time• Manages and implements business marketing strategy

Relationship Manager April 2017 – January 2019• Monthly YTD reporting, analysis and tracking program strengths and KPIs• Project Management including ticket management via JIRA• Provide product/compliance demonstrations and training directly to the client• Advocate for client• Serve as liaison between client and internal departments• Collaborated on new client success program; improving client experience and streamlining project handoff

Project Coordinator October 2015 – April 2017 (promoted to Account Relationship Manager)• Performed tasks central to client project success including: gathering information, quoting projects, writing up work requirements, assigning work and presenting completed work to clients• Resolved operational issues by providing Quality Assurance• Identified and implemented work process improvements

• Managed team of 11 employees for all aspects of loan document processing / decision making • Responsible to Underwrite all exceptions• Evaluated existing Private-Party process• Developed and implemented business improvements • Maintained relationship with outside vendors • Handled all administrative needs for team *Received 2 promotions