Verified recordFinancial Services

David Donaldson

Director Portfolio Management at Shellpoint Mortgage Servicing

Based in Richmond, United States

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Seniority

Director

Department

Finance & Accounting

Location

Richmond

Industry

Financial Services

Company size

1K

Contact information

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Email

1 credit

d•••••••@shellpointmtg.com

Phone

5 credits

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Background

About David Donaldson

For any business, attracting clients is only half the battle; retaining them is just as important. That’s where I come in. I successfully… …manage customer-business communications as the face of the company regarding problem resolutions, product and service features/upgrades, company changes, and other materials for new and existing accounts. …service and manage large, complex portfolios in the customer service, banking, insurance, and mortgage lending industries. …solve customer Issues in a rapid manner to reflect the regard in which each individual is held. …monitor client care strategies and review care practices to ensure all partners receive the attention they deserve. I have: Expert communication skills—This is one of the most crucial skills needed for success! My speaking, writing, and listening abilities are honed to hear customers’ suggestions and complaints so I can respond accordingly. Exemplary customer service expertise—I am always cognizant of the needs of the organization’s clients and apply methods for ensuring total satisfaction and problem resolution. Team collaboration techniques—It may take a village to build long-lasting partnerships, so I work closely with executives, salespeople, and other customer service personnel to maintain a healthy relationship with internal and external stakeholders. Time management abilities—I believe that rapidly responding to clients in a timely manner to investigate and resolve issues goes a long way toward building lasting partnerships. Presentation skills—Gaining new business using the ability to discuss and describe products and services clearly and concisely is always a strategic move. I have more than ten years of experience in building relationships between a company and its clients, so let’s connect!

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