Briana Lee
@brianalee
Proactive customer service professional with 13 years of experience.
What I'm looking for
I am a proactive and results-driven customer service professional with over 13 years of experience across various industries, including automotive, finance, and banking. My expertise lies in managing high-volume customer interactions, analyzing financial data, and resolving complex issues to ensure customer satisfaction. I am skilled in educating clients, streamlining processes, and collaborating across teams to improve service delivery and achieve business goals.
In my current role as a Universal Advisor at General Motors, I provide exceptional customer service to Cadillac owners, ensuring high satisfaction and long-term loyalty. I have a proven track record of resolving customer complaints efficiently and maintaining accurate records within CRM systems. My previous experience as a Risk Research Specialist involved assessing loan applicants and managing high-volume applications, where I cultivated relationships with clients and enhanced customer retention.
Throughout my career, I have demonstrated my ability to analyze financial hardship claims and recommend suitable solutions to reduce the risk of foreclosure. I am committed to delivering high-quality assistance and contributing to process optimization, making me a valuable asset to any organization.
Experience
Work history, roles, and key accomplishments
Cadillac Universal Advisor
General Motors / Cadillac
Jan 2024 - Present (1 year 5 months)
Provided exceptional customer service to Cadillac owners, responding to inquiries via phone and email while delivering accurate product and warranty information. Resolved complex customer complaints by collaborating with multiple departments and maintaining up-to-date knowledge of Cadillac vehicles and services.
Risk Research Specialist IV
Retail Capital - Credibly
Nov 2021 - Jan 2024 (2 years 2 months)
Assessed small business loan applicants by reviewing financial documents, bank statements, and credit histories, processing high-volume applications while ensuring regulatory compliance. Analyzed business data to determine loan eligibility and working capital needs, cultivating client relationships and coordinating with funding teams to finalize offers.
Loss Mitigation Specialist II
Infosys - Truist Home Mortgage
Sep 2018 - Nov 2021 (3 years 2 months)
Managed mortgage servicing files and loss mitigation for homeowners facing foreclosure, assessing borrower eligibility for forbearance and modifications according to investor guidelines. Handled high volumes of inbound and outbound calls, analyzing financial hardship claims and recommending relief options to reduce foreclosure risk.
Member Service Representative
University of Michigan Credit Union
Jul 2016 - Aug 2018 (2 years 1 month)
Delivered exceptional service to credit union members, assisting with transactions, loan inquiries, and account management. Provided financial counseling, including credit report review and debt management, and advised members on selecting suitable financial products.
Relationship Banker
TCF Bank
Nov 2013 - Jun 2016 (2 years 7 months)
Managed customer transactions including deposits, withdrawals, and payments, ensuring accuracy and compliance with bank policies. Provided excellent customer service by answering account-related questions and assisting with financial product selections, while also handling cash management duties.
Education
Degrees, certifications, and relevant coursework
Wayne State University
Bachelor of Business Administration, Business Management & Marketing
Completed a Bachelor of Business Administration with a focus on Business Management and Marketing. Gained foundational knowledge in business operations, strategic marketing, and organizational leadership.
Salem High School
High School Diploma
Obtained a High School Diploma, completing a comprehensive curriculum. Developed foundational academic skills and prepared for higher education.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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