- Personally designed and managed the full process of all client projects - Collaborated with clients to generate design concepts, implement solutions and ensure quality delivery - Developed and optimized digital workflows to streamline support and project processes - Created functional Excel worksheets for tracking client data, service metrics and financial calculations - Analyzed customer feedback to identify trends and enhance service delivery - Established and maintained strong client relationships that generated repeat business and referrals

- Researched market trends to assign accurate inventory pricing and update client accounts in ConsignCloud - Prepared detailed pricing and performance reports for partner review and trend analysis

- Guided clients through complex home financing processes, refinancing, debt consolidation and insurance options - Used Salesforce to manage client interactions, pipeline data and partner relationships - Delivered strategic service support during onboarding, approvals and renewals to enhance loyalty - Collected and analyzed client feedback to improve service communication and turnaround times - Trained new specialists and collaborated with both internal teams and external partners to improve client experience - Recognized with multiple performance awards for client service excellence and business results

- Provided multi-channel customer support for billing, technical and account inquiries - Guided clients through setup, troubleshooting and service optimization using strong problem-solving skills - Maintained detailed CRM documentation of customer interactions to support trend analysis and escalation resolution - Led a digital support initiative that improved response efficiency and client satisfaction