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Richelle Jackson

Expertise In: Neurology,
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:

  • 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


1. Auto Club Group, Dearborn, MI
    Duration: Apr. 2014 - Present
    Designation: Licensed Insurance Agent


  • 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


  • 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


  • 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


  • 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


  • 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


  • 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


  • 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


  • 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


  • 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


  • 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


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

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