
Vohn Beach
Customer Service Specialist

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About me
Experienced Loan Processor Migrating to The Cloud 😀| AWS Certified Cloud Practitioner ✅ | Empowering Customers to Navigate Technical Solutions | Military Vet Focused on Cloud Computing & Financial Technology☁️🏦
Education

Careerist
2023 -Technical Studies Sales Engineering•100+ hours of Sales Engineering training and education• Provided pre-sales technical assistance and product education• Led the customer Discovery & Qualification process• Utilized collected data for demo presentation and proposal strategies
Experience

Capital One
May 2011 - May 2013Customer Service Specialist•Demonstrated exceptional accuracy and attention to detail in handling financial transactions, ensuring error-free processing and maintaining high levels of customer satisfaction.•Provided outstanding customer service by promptly addressing inquiries and concerns, effectively resolving issues, and maintaining a professional demeanor at all times.•Effectively communicated complex banking products and services to clients in a clear and concise manner, resulting in improved customer understanding and increased product adoption.•Consistently met and exceeded performance targets by efficiently processing daily transactions, including deposits, withdrawals, and account inquiries, contributing to the overall success of the bank.•Actively participated in training programs and shared expertise with colleagues, fostering a collaborative and supportive team environment while contributing to the professional development of fellow team members. Show less

US Navy
Jun 2013 - Apr 2017Training Coordinator•Establishing a training program that integrated policies, streamlined procedures, and improved personnel efficiency.Communicated goals, expectations, and deadlines clearly to personnel, ensuring compliance with regulations, military standards, and policies.•Generated and tracked the training curriculum and career development initiatives, resulting in a 20% increase in employee retention.•Responding to all personnel inquiries professionally and promptly, ensuring a high level of customer satisfaction.•Recruiting, training, and supervising personnel, enforcing disciplinary actions when necessary, resulting in a 30% increase in employee performance. Show less

First Midwest Bank
Aug 2017 - Oct 2019Customer Banking Consultant•Ensured data integrity and accessibility by accurately managing and updating a customer database of over 100 entries daily, resulting in improved client service efficiency and streamlined operations.•Consulted with clients about banking inquiries and policies, providing exceptional customer service and contributing to customer success.Maintained a customer database, ensuring accurate data entry and file maintenance.•Resolving customer complaints and concerns while providing the highest level of professionalism to ensure customer satisfaction.•Training and supervising staff in office duties,I established a high-performance culture that consistently surpassed performance goals. This resulted in a measurable 20% increase in productivity and streamlined operational processes, leading to enhanced efficiency and success.•Enhanced document management and communication efficiency, contributing to overall operational effectiveness, utilizing my proficiency in daily use of Microsoft Office applications including Word, Excel, PowerPoint, and Outlook. Show less

Dovenmuehle Mortgage, Inc.
Nov 2019 - Jun 2020Foreclosure Documentation Specialist•Prepared claims and or related documents and review for completeness, transferring mortgage files to 5 different servicing providers with a 100% accuracy rate.•By conducting thorough reviews for over 200 foreclosure cases, I ensured full compliance with government policies, procedures, and regulations, thereby mitigating risk and upholding our commitment to industry standards.•Collaborated with managers, attorneys and employees across departments to resolve complex issues and streamline processes.•Maintained customer satisfaction scores above 95%, fostering client trust and contributing to a high-retention customer base, by employing timely and professional communication tactics.•By meticulously reviewing the financial records of over 150 homeowners, I recommended effective loss mitigation solutions, resulting in an estimated savings of $250,000, thereby significantly contributing to the company's fiscal health. Show less

Lafayette Federal Credit Union
Jul 2020 - nowLoan Processor•By implementing efficient loan processing strategies, I played a pivotal role in achieving a record-breaking month in March 2021, resulting in the successful processing of loans worth $117M, setting a new standard in operational excellence.•Effectively resolved queries from members, construction partners, and credit union staff via phone and email. by leveraging Keystone and MeridianLink software. This strategic communication approach resulted in enhanced support for loan funding and interface, fortifying stakeholder relationships.•By consistently exceeding daily targets of $1 million in loan funding, I achieved a 55% increase in closed loans. This effort garnered commendations from management and the CFO for expedient loan execution, contributing significantly to the firm's profitability.•Established effective income calculations, resulting in the successful and efficient processing of a high volume of loans, by leveraging my comprehensive understanding of credit reports, debt-to-income (DTI), and loan-to-value (LTV) ratios •Successfully achieved integration with the member engagement team through strategic initiatives, leading to a significant increase of 20+ inbound client calls daily and effectively meeting the satisfaction and needs of Credit Union members. Show less
Licenses & Certifications
- View certificate

FinTech Law and Policy- Duke University
CourseraAug 2022 - View certificate
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AWS Certified Cloud Practitioner
Amazon Web Services (AWS)May 2024
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