Traci Maxwell Email & Phone Number

Salt Lake City, Utah, United States

Maintained accuracy and completion of documents, report submissions, and contracts relating to commercial loan activities. Ensured effective communication between parties and customer satisfaction throughout the loan process. ➢ Received Employee of the Month award in September 2018 for feedback regarding exceptional service from Business Development Officers. ➢ Received Employee Recognition Award in February 2020 and September 2021 for feedback from colleagues regarding outstanding demonstration of company values including Commitment, Integrity and Professional Excellence in Business Transactions and Communications, and Teamwork. ➢ Requested bids and drafted letters of engagement for commercial real estate appraisals, business and equipment valuations and environmental assessments that are needed ahead of loans reaching the Closing Stage.➢ Compiled and organized due diligence documents including flood determinations, consumer and business credit reports, UCC’s and liens, and OFAC and CAIVRS reports.➢ Handled wire and check requests for submission to the Accounting department. ➢ Updated loan tracking system; withdraw and decline loan files and prepared documents for records retention.

Salt Lake City, Utah, United States

Managed customer satisfaction from initial sale to service fulfillment. Promoted to an elite team of four employees that handled complex orders and customer service requests. ➢ Provided exceptional customer satisfaction in order fulfillment through facilitating effective communication between service fulfillment and sales representative teams.➢ Tracked and monitored customer orders to ensure on-time transaction completion; sourced items from multiple warehouses to coordinate and deliver the quickest order fulfillment.➢ Strategized upselling, cross-selling, and substitution of items for satisfactory customer order completion. ➢ Developed order option solutions for sales representatives to fulfill new or unusual requests or specific customer needs.➢ Ensured appropriate levels of product stock and placed replenishment and direct shipment orders as needed. ➢ Resolved invoice exceptions with accounts payable.

Murray, Utah, United States

Responsible for supporting customer satisfaction and customer experience through serving as a liaison between dealership departments, customers, and Toyota. Provided support in decision making for General Manager and General Sales Manager in reaching customer satisfaction goals across multiple departments. ➢ Awarded Toyota Customer Relations Management Excellence Award 3 out of 5 years for above 90% satisfaction rating from customer surveys on service and sales experience and achievement of additional benchmark metrics and training milestones. ➢ Generated reports on metrics and markers for customer satisfaction for use in determining sales commissions for employees and identifying customer service improvements.➢ Maximized inventory earnings through proactive management of vehicle inventory; negotiated and created contracts for new vehicle exchanges with other Toyota dealerships. ➢ Recouped thousands of dollars in unpaid incentive money from Toyota by identifying inconsistencies in purchase paperwork and submitting challenges to the manufacturer. ➢ Annually calculated projections for upcoming year and assisted in creating and compiling a business plan for submission to executive management.➢ Created reports on inventory, financial benchmarks, and sales activity for use by management; provided assistance in developing monthly financial forecasts.

Murray, Utah, United States

Responsible for developing and maintaining excellent client relationships through regular, on-site visits. Handled customer requests and needs for over 200 commercial customer accounts.➢ Maintained a customer turnover rate of less than 1% through effective customer relationship development and providing high levels of quality customer service. ➢ Coordinated completion of projects and requests from customers ensuring effective and on-time delivery of assignments.

Mba, Business

★ Dean's Honor List for Academic Achievement

Bachelor Of Science - Bs, Speech Communication, Emphasis In Organizational Communication Minor In Sociology

★ Dean's Honor List for Academic Achievement