Lynch Carlo Pamintuan
Mabalacat, Province of Pampanga
Summary
With a proven track record at Wells Fargo, I excel in client services and financial acumen, enhancing customer satisfaction and retention. My expertise in CRM software and strategy development, coupled with exceptional team oversight, has consistently driven project success and client relationship growth.
Overview
13
13
years of professional experience
Work History
Client Manager
All Booked Up
03.2019 - 01.2025
- Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
- Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication across teams involved in each project or campaign execution.
Mortgage Loan Officer
Global Dominion
03.2017 - 02.2019
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Talent Acquisition Specialist
PSG Global Solutions
02.2015 - 01.2017
- Evaluated resumes, interviewed, and presented qualified candidates to hiring managers and solicited feedback to refine recruiting strategy.
- Collaborated with hiring managers to determine job requirements and understand departmental needs.
- Conducted telephone and in-person interviews to assess candidate experience and qualifications.
- Developed and maintained applicant tracking system, tracking all job openings, applicants and interviewing activity.
Premier Phone Banker
Wells Fargo
02.2012 - 03.2014
- Provided exceptional support during critical situations such as fraud prevention or account security breaches, mitigating potential losses for both the institution and its clients.
- Utilized advanced problem-solving skills to address complex client issues, often working under pressure or within tight deadlines without compromising on service quality.
- Maintained up-to-date knowledge on bank products and services to effectively recommend tailored solutions for clients'' needs.
- Assisted in the onboarding of new Premier Phone Bankers, sharing best practices for successful call management and customer relationship building.
Education
Bachelor of Arts - Business Administration And Management
Angeles University Foundation
Angeles City, Province Of Pampanga, Philippines08-2011
Skills
- Client services
- Team oversight
- Strategy development
- Financial acumen
- CRM software proficiency
- Customer service
- Time management
Timeline
Client Manager
All Booked Up
03.2019 - 01.2025
Mortgage Loan Officer
Global Dominion
03.2017 - 02.2019
Talent Acquisition Specialist
PSG Global Solutions
02.2015 - 01.2017
Premier Phone Banker
Wells Fargo
02.2012 - 03.2014
Bachelor of Arts - Business Administration And Management
Angeles University Foundation
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