- Personal Development and Self-Improvement
- Regularly practice mindfulness and meditation for overall wellness
- Enjoy cooking for friends and family gatherings
- Gardening
- Knitting and Crocheting
- I participate in a variety of outdoor recreational activities
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
Rachael Lewis
Colorado Springs
Summary
Hard working finance professional dedicated to maintaining high standards and achieving exceptional results. Expertise in client financial planning and administrative support ensures seamless operations and enhanced client satisfaction. Recognized for strong collaboration skills and adaptability to evolving demands, with a solid foundation in financial analysis and client relations. Committed to continuous learning and growth, consistently demonstrating an organized, dependable approach while effectively managing multiple priorities to drive team success.
Overview
10
10
years of professional experience
Work History
Associate Financial Representative
Northwestern Mutual
Colorado Springs, CO
01.2023 - Current
- Crafted and executed comprehensive financial plans tailored to client needs and objectives.
- Optimized onboarding processes for new clients to enhance operational efficiency.
- Facilitated appointment coordination between clients and financial advisors while optimizing schedules.
- Maintained current understanding of industry regulations to support compliance and informed decision-making in transactions.
- Facilitated effective communication with clients by promptly responding to inquiries via email and phone.
- Ensured accuracy and adherence to strict standards in the preparation of contracts and related documentation.
- Developed and maintained strong client connections to enhance satisfaction and loyalty.
- Evaluated financial data to generate precise reports and forecasts for clients.
Customer Service Representative
Ford Motor Credit Company
Colorado Springs, CO
02.2022 - 12.2022
- Handled customer inquiries and concerns via phone, ensuring prompt and satisfactory responses.
- Adhered to customer call guidelines to optimize service levels and manage handle time effectively.
- Educated customers on billing payment processing and support policies to enhance understanding and compliance.
- Navigated high-stress situations with composure, ensuring professionalism while resolving disputes and conflicts.
- Managed resolution of customer complaints to enhance satisfaction and strengthen client relationships.
- Enhanced customer satisfaction through timely resolution of inquiries and provision of accurate details.
- Documented customer interactions in detail, guaranteeing appropriate follow-up actions and effective resolution of issues.
- Engaged with team members to create and refine best practices aimed at ensuring uniformity in customer service experiences.
Discrepancy Specialist
Ford Motor Credit Company
Colorado Springs, CO
06.2017 - 01.2022
- Achieved top performer status for four years, demonstrating consistent excellence.
- Adhered to company policies and procedures to ensure high-quality work delivery.
- Streamlined processing of indirect loan applications to ensure adherence to regulatory standards.
- Cultivated a collaborative workplace atmosphere through strong communication skills and proactive teamwork initiatives.
- Oversaw multiple loan processes concurrently, ensuring timely task completion while upholding compliance and quality standards.
- Delivered timely solutions to ensure adherence to a high-speed operational timeline.
- Ensured compliance with federal, state, and company regulations through systematic review of updated guidelines.
- Reviewed and resolved conditions submitted by underwriting departments, ensuring adherence to regulatory requirements and enhancing overall processing efficiency.
- Facilitated team collaboration through sharing best practices and delivering constructive feedback on colleagues' work.
- Contributed to staff development by participating in training sessions that emphasized regulatory compliance and promoted industry best practices.
- Ensured accuracy and completeness of loan applications through meticulous documentation review to enhance processing efficiency.
- Cultivated strong relationships with dealer partners through regular communication on application updates and approvals.
- Supported colleagues in navigating complex transactions and issues to enhance teamwork and knowledge sharing.
- Utilized loan origination software to process and track loan applications.
- Prepared truth-in-lending disclosures for loan applicants, ensuring clarity on loan APR and repayment terms.
- Selected to present departmental operations to CEO and two VPs, highlighting workflows and identifying areas for system and procedure enhancements.
Temporary Wholesale Cashier
Ford Motor Credit Company
Colorado Springs, CO
06.2021 - 07.2021
- Assisted department during peak periods to alleviate workload pressures.
- Executed accurate processing of payoff requests, ensuring timely resolution and adherence to company policies.
- Cultivated a positive work environment by encouraging open communication among team members to enhance efficiency.
- Executed effective task prioritization strategies to manage high-volume workloads and consistently meet deadlines.
- Played a key role in achieving departmental goals by consistently meeting and surpassing established performance benchmarks.
Discounter
Ford Motor Credit Company
Colorado Springs, CO
10.2016 - 06.2017
- Mentored junior processors in best practices for document management and workflow optimization.
- Contributed to staff development by participating in training sessions that reinforced regulatory compliance standards and elevated customer service practices.
- Facilitated collaboration among underwriters, sales teams, and cross-functional departments to streamline loan approval processes.
- Streamlined loan processing timeframes by prioritizing tasks and effectively managing competing deadlines.
- Analyzed and corrected discrepancies in interest, principal, and other cost calculations to ensure accuracy.
- Executed rapid response strategies to uphold fast-paced scheduling demands.
- Engaged with internal teams to identify and rectify discrepancies, enhancing the efficiency of application approval workflows.
- Facilitated efficient processing of indirect loan applications to maintain compliance with industry regulations.
- Minimized errors in loan applications by conducting thorough reviews of all documentation for accuracy and completeness.
- Guided team members through intricate transactions and challenges, fostering an environment of collaboration and continuous learning.
- Prepared truth-in-lending disclosures for loan applicants, ensuring clarity on loan APR and repayment terms.
Cashier
The Home Depot
Colorado Springs, CO
04.2016 - 10.2016
- Achieved recognition as Cashier of the Month within first four months of employment.
- Maintained knowledge of product promotions and store policies to assist customers effectively.
- Processed customer transactions accurately and efficiently using point-of-sale systems.
- Provided exceptional customer service, resolving issues and addressing inquiries promptly.
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Helped customers complete purchases, locate items, and join reward programs.
- Assisted customers with returns, refunds and resolving transaction issues.
- Processed refunds and exchanges in accordance with company policy.
- Answered questions about store policies and addressed customer concerns.
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Provided backup support for other departments when needed, showcasing versatility within the retail environment.
- Performed cash, card, and check transactions to complete customer purchases.
Education
Bachelor's degree - Business Administration, Finance
Colorado Technical University
Colorado Springs, CO08.2023
Skills
- Client support
- Loan application processing
- Efficient time management
- Detail-oriented
- Flexibility in changing circumstances
- Experienced with Microsoft Office applications
- Accounts receivable processing
- Information gathering
- Calendar management
- Transaction management
- Commitment to lifelong learning
Interests
Timeline
Associate Financial Representative
Northwestern Mutual
01.2023 - Current
Customer Service Representative
Ford Motor Credit Company
02.2022 - 12.2022
Temporary Wholesale Cashier
Ford Motor Credit Company
06.2021 - 07.2021
Discrepancy Specialist
Ford Motor Credit Company
06.2017 - 01.2022
Discounter
Ford Motor Credit Company
10.2016 - 06.2017
Cashier
The Home Depot
04.2016 - 10.2016
Bachelor's degree - Business Administration, Finance
Colorado Technical University