Heather Williams

Heather Williams

Client Care Specialist @ Chase

About Heather Williams

Heather Williams is a Client Care Specialist at Chase, with a diverse background in customer service and financial sectors. She has held various roles, including Quality Assurance Analyst at ERC and Financial Relationship Specialist at Regions Bank, demonstrating strong communication and management skills.

Current Role at Chase

Heather Williams has been serving as a Client Care Specialist at Chase since 2021. In this role, she focuses on enhancing customer service and satisfaction. Her responsibilities include guiding clients through various processes and ensuring they receive the necessary support for their banking needs. With her extensive background in customer service, she effectively addresses client inquiries and concerns.

Previous Experience in Financial Services

Prior to her current position, Heather Williams held several roles in the financial services sector. She worked at Regions Bank as a Financial Relationship Specialist from 2019 to 2021, where she managed client relationships. Before that, she was a Training Instructor at Wells Fargo Home Mortgage from 2016 to 2018, where she trained staff on loan processes. Additionally, she served as a Quality Assurance Analyst at Enhanced Resource Centers for three months in 2015.

Expertise in Loan Communication

Heather Williams possesses expertise in effectively communicating loan terms and conditions to clients. She ensures that clients understand the details of loan programs, including terms, conditions, and fees. Her role involves guiding customers through the loan process, which includes requesting additional documentation and following up on necessary conditions.

Educational Background

Heather Williams studied at Everest University-South Orlando, where she earned a degree in Business Administration and Management, General, from 2012 to 2013. This educational background has equipped her with foundational knowledge applicable to her roles in customer service and financial services.

Diverse Work History

Heather Williams has a diverse work history that includes various positions in customer service and management. She worked as an Office Manager at Perkins Real Estate from 2013 to 2015 and as a Contact Representative at the Internal Revenue Service for five months in 2018. Additionally, she briefly served as a Universal Member Relationship Specialist at VyStar Credit Union in 2018.

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