Richelle Jackson

Professional Summary:

Established professional with a strong track record in delivering excellent customer service and helping people overcome financial adversities.

Skills and Expertise:

• Extensive knowledge of Microsoft Office
• Excellent Problem Solving skills
• Strong communicator with abilities to work independently and a part of a team
• Excellent customer service skills with over 10 years experience in customer service
• Train and mentor employees
• 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:

• Confer with customers to assess their insurance needs
• Make recommendations of products based on customer needs
• Collect information to process accurate quotes for current and potential customers
• Implement follow up calls to address and resolve policy issues
• Effectively communicate with other departments to find workable solutions for policy issues

Accomplishments:

• Awarded Top Producer Achieves
• Strongly Met Performance review levels
• Achieves Exceeds level with quality transactional reviews
• Property and Casualty License
• Life and Health License

2. Aijalon Baptist Church, Detroit, MI
    Duration: Dec. 2013 - Present
    Designation: Church Clerk

Responsibilities:

• Maintain accurate and timely documentation of all church proceedings, membership and business transactions
• Assist in the preparation of the agenda for all Church Business Meetings
• Maintain an accurate church membership roll
• Prepare and mail all official church correspondence
• Prepare the Annual Church Profile of reports
• 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:

• Conferred with customers, over the phone, regarding the process of their mortgage refinance
• Collected and reviewed documents needed to process refinances
• Conferred with third party representatives to secure proper handling of customers refinance
• Followed up with customers to communicate the status of their loan
• Contacted employers to verify customers employment
• Upon approval, contacted customers to schedule the closing of their new mortgage loan

Accomplishments:

• Processed over 30 loans monthly
• Generated over $100k in refinanced loans on a monthly basis

4. Charter One Bank, Plymouth, MI
    Duration: Aug. 2011 - Sep. 2012
    Designation: Banker

Responsibilities:

• Conferred with customers face to face and over the phone regarding banking products
• Assisted customers with issues regarding their accounts and suggested solutions to help avoid future issues
• Engaged customers in conversation to assess their needs and wants
• Profiled each customer and suggested products and services to help strengthen their banking relationship
• Referred customers to banking partners to assist with additional needs
• Assisted in opening and closing the branch for the day
• Performed supervisor overrides through the teller system
• Performed teller transactions
• Assisted in bulk counting the ATM
• Set and secured the Vault
• Trained new Bankers

Accomplishments:

• Generated over $500k in sales quarterly
• Maintain lasting relationships with personal and business customers

5. Aijalon Baptist Church, Detroit, MI
    Duration: Dec. 2009 - Dec. 2013
    Designation: Assistant Youth Director

Responsibilities:

• Planned and executed programs for the youth of the church
• Created outreach programs to help the youth within the community
• Planned and organized trips to various destinations
• Implemented fund raisers to help bring money into the church
• Held regular lessons to help strengthen and encourage the youth and their parents
• Networked with other churches and youth groups

6. GreenPath, INC., Farmington Hills, MI
    Duration: May 2008 - Jul. 2011
    Designation: Financial Counselor

Responsibilities:

• Counseled clients regarding their finances and constructed action plans that allowed the client to overcome financial adversities
• Offered referrals and resources that assisted clients with their financial struggles
• Bridged relationships between clients and their mortgage companies to help resolve foreclosure issues
• Implemented follow up calls to clients to track financial progress and mortgage solutions
• Trained and mentored new employees

Accomplishments:

• Help at least 50% of my clients get a loan modification through their mortgage companies
• Awarded a Commitment to Excellence award in 2009
• Presented a Certificate of Achievement Award for "Highest team leader score," in December 2009
• Presented a Dedication award in 2010

Education:

• Bachelor of Arts (English and Psychology) (2007)
• University of Michigan - Dearborn, Dearborn, MI