Carlos Ojeda Mayorga

• Answered a constant flow of customer calls in queue. • Gathered and verified all required customer information for tracking purposes. • Identified problem areas within the loan portfolio, analyzed risks and suggested appropriate solutions. • Maintained friendly and professional client interactions at all times.

• Sales, Life insurance products. • Recommended programs to customers based on their needs and preferences. • Clarified questions and solved requests in a prompt and efficient

• Addressed and resolved customer product complaints empathetically and professionally. • Accurately documented, researched and resolved customer service issues. • Resolved service, pricing and technical problems for customers by asking clear and specific questions. • Managed high call volume with tact and professionalism. • Acted professionally and patiently when addressing negative customer feedback.

• Adhered to all federal and state compliance guidelines relative to retail mortgage lending. • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan. • Maintained friendly and professional client interactions at all times. • Answered a constant flow of customer calls in queue