- DIY and Home Improvement
- I enjoy helping others and giving back to the community
- Participating in cultural exchange programs and homestays
- Participating in local clean-up initiatives
- Enjoy hobbies that combine physical activity with outdoor exploration
- Fundraising Events
- Volunteering at local animal shelters and rescue organizations
- Historical Exploration
Rebecca Verso
Greenville
Summary
Dynamic Account Manager with a strong background in the mortgage sector. Known for building long-term client relationships and delivering exceptional customer service. Aiming to leverage experience in account management to drive client engagement and satisfaction.
Overview
26
26
years of professional experience
Work History
Account Manager
K+S Services Inc
Greenville, SC
08.2021 - 03.2026
- Serve as a trusted advisor to clients, delivering tailored solutions based on individual business needs and goals
- Build and maintain long-term client relationships through a consultative, customer-first sales approach
- Manage a portfolio of accounts, ensuring high client satisfaction, retention, and growth
- Identify upselling and cross-selling opportunities to expand client engagement and revenue
- Act as the primary point of contact, resolving issues efficiently and enhancing the overall customer experience
- Collaborate with internal teams and vendors to ensure seamless service delivery and operational excellence
- Consistently meet or exceed sales and account performance targets
Loan Officer
TIAA Bank
Springfield, GA
12.2020 - 08.2021
- Originated residential mortgage loans, guiding clients through the full loan lifecycle from application to closing
- Analyzed high net worth borrower financials, credit profiles, and documentation to ensure compliance with underwriting guidelines
- Delivered exceptional customer service, maintaining consistent communication and managing client expectations
- Collaborated with processors and underwriters to ensure timely and accurate loan closings
- Maintained compliance with federal and state lending regulations, including TRID and RESPA
Loan Officer
BB&T
Rincon, GA
05.2018 - 02.2019
- Evaluated loan applications, ensuring compliance with regulatory guidelines and company policies.
- Analyzed borrower creditworthiness through comprehensive financial assessments and documentation review.
- Developed tailored loan solutions to meet client needs, enhancing customer satisfaction and retention rates.
- Led cross-functional collaboration efforts with underwriting and processing teams to streamline loan approval workflows.
Loan Officer
JP Morgan Chase
Melville, NY
06.2011 - 08.2017
- Provided strategic mentorship to junior loan officers, focusing on effective client communication and thorough application evaluations.
- Analyzed and optimized workflows, resulting in expedited loan approval turnaround times.
- Monitored and assessed market trends and lending products to enhance client advisory services and support informed decision-making.
- Achieved and maintained sales and production targets to drive revenue growth and operational efficiency.
- Cultivated long-term client referral networks and branch relationships through trust, responsiveness, and financial expertise.
- Delivered educational seminars to enhance understanding of FHA, conventional, and bond loan programs for purchasing and refinancing.
Branch Manager/Partner
Novastar
Garden City, NY
09.2000 - 06.2011
- Led branch sales and operations, ensuring compliance with company policies and regulatory requirements.
- Developed and implemented strategic plans to drive revenue growth and improve customer satisfaction.
- Oversaw entire staff performance, providing training and mentorship to enhance team capabilities.
- Analyzed market trends to identify opportunities for business expansion and service enhancement.
- Managed budgeting processes, optimizing resource allocation for maximum operational efficiency.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Education
High School Diploma -
Bayside High School
Bayside, NYSkills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Mortgage sector expertise
Accomplishments
- Supervised team of 20 staff members.
Interests
Timeline
Account Manager
K+S Services Inc
08.2021 - 03.2026
Loan Officer
TIAA Bank
12.2020 - 08.2021
Loan Officer
BB&T
05.2018 - 02.2019
Loan Officer
JP Morgan Chase
06.2011 - 08.2017
Branch Manager/Partner
Novastar
09.2000 - 06.2011
High School Diploma -
Bayside High School