Vanessa Lee
Portland
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
8
8
years of professional experience
Work History
Client Service Associate
Compass Wealth Solutions
12.2023 - Current
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
Director of Housing Programs
Community And Family Services
12.2020 - 12.2023
- Directed Rental Assistance Program within Adams, Jay, Blackford, Huntington, Wabash, and Wells counties
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Conducted thorough annual reviews of tenant income and eligibility data, maintaining program integrity and compliance.
- Improved communication between tenants and property owners, fostering positive relationships and resolving conflicts.
- Monitored lease agreements for compliance with federal housing standards, ensuring safe living conditions for tenants.
- Attended industry conferences to stay current on trends and best practices in affordable housing management.
Assistant to the Executive Director
Community and Family Resources
07.2017 - 12.2020
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
Education
Associate of Science - General Studies
Ivy Tech Community College of Indiana
Muncie, INSkills
- Empathy and patience
- Asset management
- Document preparation
- Issue resolution
Timeline
Client Service Associate
Compass Wealth Solutions
12.2023 - Current
Director of Housing Programs
Community And Family Services
12.2020 - 12.2023
Assistant to the Executive Director
Community and Family Resources
07.2017 - 12.2020
Associate of Science - General Studies
Ivy Tech Community College of Indiana
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