Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
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Lisa Faulkner

Arlington

Summary

Dynamic Relationship Specialist II with a proven track record at ORION FINANCIAL, excelling in client relationship management and problem-solving. Expert in loan processing and adept at understanding customer needs, I consistently deliver exceptional service, fostering trust and satisfaction while driving business growth through effective upselling and cross-selling techniques.

Overview

27
27
years of professional experience

Work History

Relationship Specialist II

ORION FINANCIAL
Memphis
01.2006 - 04.2025
  • Cultivated lasting client relationships through proactive communication and tailored service.
  • Addressed client inquiries and concerns promptly to foster trust and satisfaction.
  • Assessed client needs to recommend customized financial solutions for various situations.
  • Collaborated with clients to gather necessary financial documentation and information.
  • Reviewed credit reports to assess financial history and repayment capability.
  • Provided guidance on loan products tailored to client needs and financial situations.
  • Maintained accurate records of all loan transactions and client communications.
  • Coordinated with underwriters to ensure timely processing of loan approvals.
  • Assisted in resolving inquiries and issues related to loan applications promptly.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Developed and maintained relationships with potential customers to increase loan business.
  • Delivered high levels of customer service to facilitate smooth processes.
  • Provided excellent customer service throughout the entire process.
  • Communicated effectively with customers regarding their closing status.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Research Analyst

Union Planters Bank
Memphis
07.1998 - 12.2005

Executed daily responsibilities with precision and efficiency.

  • Recognized needs of customers swiftly and effectively.
  • Researched banking financial issues faced by tellers and customers.
  • Promoted customer satisfaction by resolving issues with expertise and courtesy.
  • Leveraged software tools to enhance processes and boost performance.
  • Collaborated with team members to achieve project goals and meet deadlines.
  • Surpassed customer expectations by developing innovative problem-solving strategies.
  • Acknowledged by management for delivering outstanding customer service.

Education

High School Diploma -

Southwest Tennessee Community College
Memphis, TN

Skills

  • Multitasking Abilities
  • Upselling techniques
  • Professional demeanor
  • Problem-solving abilities
  • Customer relationship management
  • Cross-selling techniques
  • Call center experience
  • Communication skills
  • Product sales
  • Understanding customer needs
  • Teamwork
  • Customer retention strategies
  • Loan processing
  • Client relationship management

Languages

  • English 100%

References

References available upon request.

Timeline

Relationship Specialist II

ORION FINANCIAL
01.2006 - 04.2025

Research Analyst

Union Planters Bank
07.1998 - 12.2005

High School Diploma -

Southwest Tennessee Community College
Lisa Faulkner