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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d•••••••@shellpointmtg.com
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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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