
terry james
loan officer assistant
About
Email/online csr3 at Wells Fargo
united states
suisun city
financial services
-
Experience

assistant branch manager
countywide home loans
* Assisted branch manager in day to day operations * Improved efficiency through elimination of non-value added task * Developed new marketing ideas promotional materials * Ensure applications meet fundamental underwriting standards until loans * Maintain knowledge of all lending programs covered by the branch * Ensure that all training material and job guides were updated * Made 50-75 outbound cold calls a day to generate new business for the

lead sales associate
verizon wireless
* Managed direct sale of Verizon products and services to business and residential customers * Achieved sales goals through providing excellent customer service * Assisted customer with service request, payment processing and inquires * regarding products and rates * Worked on special projects to improve customer service and sales of the store

oline customer service representative
bank of america
* Provided excellent customer service through the telephone * Assisted customers with service request regarding their account * Scanned all customers accounts for ways that the bank can better serve them * and meet any of their needs * Researched customer cases and inquires in a timely manner to resolve issues

loan officer assistant
homestreet bank

email and online customer service representative
wells fargo
* Communicate with customer and other departments to resolve customer issues * Provide one on one feedback, coaching and mentoring to other associates * Reviews customers issues and reports trends to management * Have been responsible of performing operational duties of the supervisory * position * Have worked on several special projects to assist management * Research claims and account information to serve the customer
Education
slicin valley college
design
terry james's Contact Information
Phone
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