Sujata Mukherjee

Experience

• 

  Insurance World Agency

  Oct 2013 - Oct 2014

  Customer Service Representative

  • Responded to inbound customer calls regarding personal lines policies, builtrapport with customers, and reviewed customer issues, escalating to appropriateteam when necessary• Processed policyholder transactions accurately and within established timestandards• Interpreted contracts based on knowledge of personal auto insurance products.

• 

  The Home Depot

  Oct 2018 - Dec 2018

  Customer Service Representative

  • Answered customers' questions and addressed problems and complaints via phone• Helped customers to select products that best fit their personal needs• Educated customers on products and service offerings• Maintained knowledge on ongoing market and product trends to effectivelyanswer customer questions.

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  Prime Choice Lending

  May 2020 - Dec 2022

  Mortgage Loan Processor

  • Mortgage Loan Processor with advanced knowledge of all facets of loanprocessing, client relationship development, project management and technicalsupport• Skilled in collaborating with all members of an organization to achieveorganizational goals and objectives• Instrumental in streamlining and improving processes, enhancing productivity,and implementing solutions.• Effective oral and written communication skills to ensure a smooth flow ofinformation between the mortgage officer and the underwriter.• Organizational skills to ensure mortgage files and closing documents arecomplete and simple to use• Multitasking skills to keep track of multiple loan applicants' information at onetime• Knowledge of mortgage financing to seek supporting information for applicationsand preparing documents• Understanding of banking and finance regulations needed to ensure compliancewith federal and state laws• Analytical skills to evaluate credit histories and spot potential errors• Computer skills to use e-mail, spreadsheets, underwriting software, customerrelationship management programs and other software• Time management skills to comply with all deadlines Show less

• 

  Chase

  Jan 2023 - now

  Virtual Banker

  • Delivers an exceptional customer experience by acting with a customer-firstattitude• Manages assigned customers and proactively meets with them, over the phone,to build lasting relationships, discover financial needs, and tailor product andservice recommendations• Makes personal connections, engages and educates customers, asks open-endedquestions, and listens to establish trust and build lasting relationships• Influences, educates, and connects customers to technology• Possesses initiative and knowledge to provide financial options for customersusing a consultative approach• Learns products, services, and procedures quickly and accurately and deliverssolutions that make our One Chase products work together• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, andBusiness Relationship Managers) to connect customers to experts who can helpthem with specialized financial needs Show less