terry james

terry james

loan officer assistant

About

Email/online csr3 at Wells Fargo

Country

united states

City

suisun city

Industry

financial services

Skill

-

Experience

countywide home loans

assistant branch manager

countywide home loans

2005-7 - 2007-4 · 1 yr 10 mos

* 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

verizon wireless

lead sales associate

verizon wireless

2004-8 - 2005-7 · 1 yr

* 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

bank of america

oline customer service representative

bank of america

2004-8 - 2005-7 · 1 yr

* 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

homestreet bank

loan officer assistant

homestreet bank

2013-8 - Present · 13 yrs 2 mos
wells fargo

email and online customer service representative

wells fargo

2007-4 - 2012-12 · 5 yrs 9 mos

* 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

slicin valley college

design

2000-1 - 2001-1 · 1 yr 1 mo

terry james's Contact Information

Email

******@***.com

Phone

(**) *** ****

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