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Jesse Behm
Queen Creek
Summary
Dynamic Relationship Manager with a proven track record at CRS, excelling in client engagement and performance optimization. Expert in building trust and exceeding sales goals through strategic relationship management. Skilled in data analysis and complex issue resolution, consistently enhancing client satisfaction and achieving exceptional results.
Overview
7
7
years of professional experience
Work History
Relationship Manager
CRS
10.2023 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of services and exceeded performance metrics.
- Created and presented demonstrations to Senior leadership strategic plans and monthly reporting,
Private Client Portfolio Manager (AVP) in Mortgage
Service Link/Goldman Sachs Bank Division
02.2018 - 11.2022
- Facilitated performance review and implemented new strategies.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to the Vice President.
- Managed diverse real estate portfolios, ensuring proper diversification and alignment with client objectives in mortgage servicing.
- Communicated market developments, portfolio changes and annual performance information to the Vice President.
- Managed large teams in a 200 person call center.
- Implemented and built new successful processes from the ground up.
- Work with clients on a weekly basis to ensure their vision is achieved.
Education
Bachelor of Arts - Organizational Management
Concordia University
ST. Paul, MN08-2001
Skills
- Performance Optimization Expert
- Collaborative Relationship Management
- Client Engagement
- Relationship building and management
- Strong Verbal Communication
- Data Analysis Aptitude
- Complex Issue Resolution
Interests
Timeline
Relationship Manager
CRS
10.2023 - Current
Private Client Portfolio Manager (AVP) in Mortgage
Service Link/Goldman Sachs Bank Division
02.2018 - 11.2022
Bachelor of Arts - Organizational Management
Concordia University
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