Summary
Overview
Work History
Skills
Timeline
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Robert Parker

Dartmouth,NS

Summary

I am a Highly-motivated employee with a desire to take on new challenges and experience in building customer relationships. I am highly knowledgeable in the function of the Manulife One and Select mortgages and am able to articulate and showcase their benefits to clients. I am Flexible and driven by hitting targets on my team while finding the right solution for the customer.

Overview

6
6
years of professional experience

Work History

Mortgage Onboarding Specialist

Manulife Bank
Halifax, NS
02.2021 - Current
  • Conducted Welcome calls with clients to provide a detailed explanation of Manulife mortgage products, how to use the accounts day to day and set them up for success with Manulife.
  • Worked with our sales partners to ensure clients pre-funding experience aligned with their expectations of the product and provided feedback on the client experience.
  • Bridged the gap between the customer getting the product and utilizing it while making recommendations on how best to use it.
  • Provided clients with self serve options to help them access information and address their concerns independently.
  • Worked toward first call resolution with clients and provided timely solutions for any take aways including following up to ensure resolution.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Maintained knowledge of current promotions and provided product information and material to clients.
  • Collaborated with key stakeholders to promote growth and development.
  • Collaborated with sales partners and leadership teams to resolve customer issues as fast as possible.

Customer Service Representative

Manulife Bank
Halifax, NS
01.2020 - 01.2021
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Presented existing and prospective customers with valuable service or product information to aid in decision-making.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Assisted customers with product selection, ordering, billing, returns, and technical support.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.

Solar Panel Technician

Aztec Solar
Fall River, NS
05.2018 - 12.2020
  • Installed new solar panel systems, ensuring the proper placement of components.
  • Educated customers on the features and benefits of their newly installed solar panels.
  • Generated referrals by fostering exceptional customer service and satisfaction.
  • Communicated with potential customers to provide product knowledge, set appointments and answer questions.
  • Utilized resources to transition leads into prospective customers and consistently follow up with customers under contract.
  • Inspected and tested solar panel systems for proper operation.
  • Coordinated with local utility companies for interconnection agreements for new PV systems.
  • Employed drawings, schematics and instructions to install PV systems in accordance with established codes and standards.
  • Conducted maintenance on solar panel systems, including cleaning panels, replacing parts, and tightening connections.

Skills

  • Mortgage Product Education
  • Building Relationships and Rapport
  • Excellent Written and Spoken English
  • Lead Conversations

Timeline

Mortgage Onboarding Specialist

Manulife Bank
02.2021 - Current

Customer Service Representative

Manulife Bank
01.2020 - 01.2021

Solar Panel Technician

Aztec Solar
05.2018 - 12.2020

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Robert Parker