1. JOANN JUDGE
702 Sandalwood Lane C: 215.284.4949
Jeffersonville, PA 19403 email@example.com
CLIENT RELATIONS PROFESSIONAL with 15+ years of experience handling a full range of client services in the
investment, mortgage and retail industries. Possesses excellent communication, problem solving and organizational
skills. Ability to maintain a high level of professionalism, patience and efficiency in addressing customer concerns
with speed and accuracy to ensure customer satisfaction and loyalty.
Recognized for strong dedication and commitment to superior client service through multiple awards.
Excellent team oriented skills with capability to work independently to complete tasks.
Proficient in the use of Microsoft Word and Excel.
Systems used: Factset, Salesforce, DST Vision, Saleslogix, CRM
TURNER INVESTMENTS L.P, Berwyn, PA 2000-2014
Client Relations Specialist
Produced monthly and quarterly performance reports for clients: generated reports from the contact
management database, portfolio accounting system and other sources, and sent to client.
Coordinated the development and production of client review presentations and meeting prep materials.
Worked with assigned Client Relations Directors and the Marketing Department to ensure presentation
material was accurate. Gathered performance, attribution data, and other information from internal and
Completed annual audit requests for information on client accounts.
Responded to general questions and requests for information from clients and consultants.
Primary resource for Client Relations Directors in their absence. Responded to requests for information and
anticipated their needs with regard to client activities. Supported Client Relations Managers.
Maintained contact management database (CRM) with updated information on client accounts and key
contacts and consultants.
Assisted Directors and Managers with the completion of monthly and quarterly questionnaires.
Developed strong working relationships with Marketing, Investment Portfolio Managers, Legal and
Compliance, Operations, Performance and Finance to gather information and resolve client concerns.
Maintained directed brokerage spreadsheet using Excel to ensure compliance with client guidelines.
Updated Investor Force database for consultants to include performance, attribution, characteristics and
holdings for common clients.
Received “Mission Award” from Turner Investments. Voted by co-workers for “Platinum Award” in 2012 for
superior service to clients.
Member of Giving Back Committee which holds regular charity events including annual golf event to raise
funds for City Team Ministries with Turner as lead sponsor.
2. PAGE 2 JOANN JUDGE-215.289.4949
FAIRBANKS CAPITAL CORPORATION (CONTIMORTGAGE CORP.), Hatboro, PA 1997-2000
Senior Loan Servicing Specialist
Researched and resolved customer correspondence and inquiries by phone according to RESPA
Analyzed daily billing exception report for presentation to Vice President at end of month.
Compiled and prepared reports for Senior Vice President from daily logs maintained for optional products
offered to customers.
Assisted cashiering department in posting of payments at month end.
Supported phone unit when call volume was high.
Trained new customer service representatives.
Proficient in hazard insurance and delinquent tax payments.
Abraham Lincoln High School Philadelphia, PA, Graduate