Kenneth Ropan

Assisted clients with investment and brokerage accounts, guiding them through online account opening and referring to Financial Advisors after verification. Explained various financial instruments like Stocks, ETFs, Mutual Funds, and Bonds, and supported complex investment tasks. Assisted in setting up systematic plans and online walkthroughs for clients.

Reviewed, analyzed, and scrutinized documents before title closing, acting as a liaison for underwriters, mortgage bankers, and realtors. Coordinated with County's Tax Assessor Offices for tax collection at closing and performed high-level end-to-end loan reviews. Managed incoming substantive litigation referrals according to Legal's instructions.

Ensured service delivery met contractual Key Performance Indicators (KPIs) by clarifying customer requirements and utilizing decision-support tools. Maintained basic knowledge of client products, prepared accurate work, and participated in activities to improve customer satisfaction. Offered additional products through upselling and tracked information in the call tracking database.

Managed daily customer interactions via outbound calls for Australian customers, pitching Telco services and consistently meeting sales quotas. Ensured seamless activation processes post-sign-up and tailored approaches to fit members' budgets. Recognized as a consistent Top Performer for Gold and Platinum Campaigns.

Handled daily customer interactions via inbound calls, providing professional service to ensure retention and satisfaction. Collated, documented, and retrieved information in the call tracking database, addressing warranty information and providing basic technical support. Responded to routine inquiries and complaints regarding financial products and services.

Studied nursing science at Our Lady of Fatima University. Gained knowledge and skills in patient care, health assessment, and medical procedures.