Principal Lending Manager Assistant

Role: CRM Management

Responsibilities:

• Managed customer data in the CRM system, ensuring accurate and organized information for effective customer communication.

• Sent and monitored email and text communication to engage clients, increase retention, and address inquiries promptly.

• Created publication materials.

Skills Used: CRM tools, Google Workspace, Canva

Impact: Improved customer engagement, increased retention rates, and enhanced data accuracy, contributing to a more personalized and effective customer experience.