Richelle Jackson
Name : Richelle Jackson
Experience : 10
Specialty : Neurology,
Location : Redford,MI
Description :
Professional Summary:
Established professional with a strong track record in delivering excellent customer service and helping people overcome financial adversities.
Skills and Expertise:
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Extensive knowledge of Microsoft Office
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Excellent Problem Solving skills
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Strong communicator with abilities to work independently and a part of a team
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Excellent customer service skills with over 10 years experience in customer service
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Train and mentor employees
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Eager to learn new skills to advance my career
Experience:
1. Auto Club Group, Dearborn, MI
Duration: Apr. 2014 - Present
Designation: Licensed Insurance Agent
Responsibilities:
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Confer with customers to assess their insurance needs
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Make recommendations of products based on customer needs
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Collect information to process accurate quotes for current and potential customers
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Implement follow up calls to address and resolve policy issues
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Effectively communicate with other departments to find workable solutions for policy issues
Accomplishments:
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Awarded Top Producer Achieves
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Strongly Met Performance review levels
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Achieves Exceeds level with quality transactional reviews
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Property and Casualty License
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Life and Health License
2. Aijalon Baptist Church, Detroit, MI
Duration: Dec. 2013 - Present
Designation: Church Clerk
Responsibilities:
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Maintain accurate and timely documentation of all church proceedings, membership and business transactions
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Assist in the preparation of the agenda for all Church Business Meetings
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Maintain an accurate church membership roll
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Prepare and mail all official church correspondence
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Prepare the Annual Church Profile of reports
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Work with the church Trustees in preparation of all legal documents
3. CitiBank, N.A., Ann Arbor, MI
Duration: Dec. 2012 - Aug. 2013
Designation: Mortgage Loan Coordinator
Responsibilities:
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Conferred with customers, over the phone, regarding the process of their mortgage refinance
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Collected and reviewed documents needed to process refinances
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Conferred with third party representatives to secure proper handling of customers refinance
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Followed up with customers to communicate the status of their loan
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Contacted employers to verify customers employment
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Upon approval, contacted customers to schedule the closing of their new mortgage loan
Accomplishments:
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Processed over 30 loans monthly
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Generated over $100k in refinanced loans on a monthly basis
4. Charter One Bank, Plymouth, MI
Duration: Aug. 2011 - Sep. 2012
Designation: Banker
Responsibilities:
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Conferred with customers face to face and over the phone regarding banking products
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Assisted customers with issues regarding their accounts and suggested solutions to help avoid future issues
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Engaged customers in conversation to assess their needs and wants
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Profiled each customer and suggested products and services to help strengthen their banking relationship
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Referred customers to banking partners to assist with additional needs
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Assisted in opening and closing the branch for the day
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Performed supervisor overrides through the teller system
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Performed teller transactions
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Assisted in bulk counting the ATM
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Set and secured the Vault
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Trained new Bankers
Accomplishments:
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Generated over $500k in sales quarterly
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Maintain lasting relationships with personal and business customers
5. Aijalon Baptist Church, Detroit, MI
Duration: Dec. 2009 - Dec. 2013
Designation: Assistant Youth Director
Responsibilities:
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Planned and executed programs for the youth of the church
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Created outreach programs to help the youth within the community
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Planned and organized trips to various destinations
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Implemented fund raisers to help bring money into the church
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Held regular lessons to help strengthen and encourage the youth and their parents
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Networked with other churches and youth groups
6. GreenPath, INC., Farmington Hills, MI
Duration: May 2008 - Jul. 2011
Designation: Financial Counselor
Responsibilities:
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Counseled clients regarding their finances and constructed action plans that allowed the client to overcome financial adversities
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Offered referrals and resources that assisted clients with their financial struggles
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Bridged relationships between clients and their mortgage companies to help resolve foreclosure issues
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Implemented follow up calls to clients to track financial progress and mortgage solutions
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Trained and mentored new employees
Accomplishments:
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Help at least 50% of my clients get a loan modification through their mortgage companies
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Awarded a Commitment to Excellence award in 2009
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Presented a Certificate of Achievement Award for "Highest team leader score," in December 2009
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Presented a Dedication award in 2010
Education:
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Bachelor of Arts (English and Psychology) (2007)
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University of Michigan - Dearborn, Dearborn, MI