Customer relationship manager resume examples from 2026

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Updated March 26, 2025

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Customer relationship manager resume

Albert Bennett

(450) 555-3605 | abennett@example.com

Phoenix, AZ | 99604 S. Second St. - 86616

Work experience

2015 - Present
Customer Relationship Manager, USAA - Phoenix, AZ
- Contributed to property and casualty business goals through cross selling and relationship building initiatives.
- Educated members of inquires on company policies.
- Facilitate product acquisition in order to provide appropriate solutions to member needs.
- Ordered foreclosure reinstatements, Researched misapplied payments Assisted foreclosure and Bankruptcy loans .
2014 - 2015
Loss Mitigation Specialist, Bank of America - Phoenix, AZ
- Collected on accounts that were past due 30-90 days ?Handled Foreclosure and Short Sale accounts ?Processed loan modifications
- Collected higher delinquent accounts to resolve and address repayment issues
- Resolved routine billing inquiries and negotiate payment arrangements to cure delinquent accounts.
2013 - 2014
Underwriter, Payroll Management - San Francisco, CA
- Performed credit analysis, validate income, assets, sources of funds and collateral per lender specifications and secondary market.
- Coordinate closing with closing department, borrowers and attorneys/title companies.
- Assisted Jr. Underwriters with their questions by clarifying policy and work around for underwriting process.
2012 - 2013
Mortgage Loan Processor, Wells Fargo - San Francisco, CA
- Process and lock home mortgage loan applications for financial brokers via telecommunications.
- Ordered loan payoffs and ran escrow analysis.
- Reviewed VA disclosure items: VA Questionnaire, VA Addendum, Nearest Living Relative and more.

Skills

Financial Statements
Foreclosure
Customer Service
Workout Options
Credit Risk
Loan Applications
Collection Process
Document Collection
Credit Reports
Appropriate Decisions

Education

High School Diploma, (2007 - 2007)
,

Customer relationship manager resume

Aaron Burns

(520) 555-8029 | aburns@example.com

Chandler, AZ | 96785 W. Main Rd. - 23038

Work experience

2020 - Present
Customer Relationship Manager, Bank of America - Chandler, AZ
- Handle and resolved high priority customer complaints and escalations originating in the Office of the Vice President.
- Managed a portfolio of customers that I helped complete government loan modifications.
- Generate revenue through business development activities and active cross selling existing portfolio with emphasis on fee revenue.
2018 - 2020
Underwriter, Movement Mortgage - Chandler, AZ
- Review and validate income, assets, credit, title, and appraisal.
- Detailed knowledge of loan programs, investor requirements, regulatory limitations and underwriting standards.
- Initiated fraud detection techniques and reported findings to internal representatives for conveyance to Radian.
- Analyzed loan applications, credit reports, income documents, titles and appraisals, determining eligibility and regulatory compliance.
2010 - 2018
Account Executive, Pitney Bowes - Chandler, AZ
- Created The Spotlight a brief interview that showcased a successful sales rep's abilities to the entire sales floor.
- Work with current and new customers to determine appropriate equipment for their mailing needs.
2009 - 2010
Logistics Coordinator, Old Navy - Chandler, AZ
- Increased sales through acknowledging customers, responding to customer cues, supporting other customer service team members and working quickly.
- Lead a team through daily objectives efficiently, through verbal and written communication.
- Create policies or procedures for logistics activities and train department personnel.

Skills

Sales Process
Procedures
Physical Inventory
Appropriate Decisions
Financial Statements
Market Research
Revenue Growth
Sales Floor
External Customers
AE

Education

Bachelor's Degree, Business (2001 - 2004)
American InterContinental University
Chandler,

Customer relationship manager resume

Janet Mitchell

(710) 555-0951 | jmitchell@example.com

Cleveland, OH | 38745 S. Cedar St. - 84577

Work experience

2019 - Present
Customer Relationship Manager, KeyBank - Cleveland, OH
- Build in-depth knowledge of KeyBank products and services as well as those of competitors.
- Exchange information on pending matters and escalate issues to appropriate business partners as directed.
- Mentor sales team members with best practice and risk management.
2018 - 2019
Mortgage Service Specialist, Sallie Mae Bank - Fishers, IN
- Perform skip tracing and due diligence functions to ensure compliance of all Federal Regulations.
- Completed accurate and timely data entry of loan applications.
- Provided customers with information regarding loan applications, guarantees, and disbursements.
- Assist in other areas of Department as well as the foreclosure and REO process.
- Developed effective relationships with other Departments through clear communication.
2017 - 2018
Foreclosure Specialist, EverHome Mortgage - Jacksonville, FL
- Draft, execute, and notarize bankruptcy assignments and foreclosure documents.
- Managed Bankruptcy proceedings on assigned cases.
- Reviewed attorney foreclosure and late invoices, bankruptcy, and title curative fees for pre-approval.
- Manage a portfolio of approximately 125 foreclosure loans from referral through sale of property.
- Worked with Bankruptcy and home retention departments to complete or end impediments to proceed with foreclosure.
- Adhere to time lines and prevent delays, transferring the property to the REO Department for marketing.
2016 - 2017
Loan Specialist, JPMorgan Chase - Jacksonville, FL
- Recommended appropriate workout strategies which resulted in bringing accounts current according to investor guidelines.
- Developed loan applications to include credit information, appraisals, and underwriting requirements from beginning to approval of loan application.
- Submitted loan applications to the underwriter for verification and recommendations.

Skills

UCC
Loan Modifications
Foreclosure
Real Estate
Company Policies
Loan Applications
Internet
Investment Products
Ensure Compliance
Counsel

Education

High School Diploma, (2011 - 2011)
,

Customer relationship manager resume

Emily Hudson

(970) 555-9348 | ehudson@example.com

Columbus, OH | 31926 N. Park St. - 23288

Work experience

2017 - Present
Customer Relationship Manager, JPMorgan Chase - Columbus, OH
- Uncover additional opportunities, cross sell other bank products by partner referrals.
- Provide detailed client solutions through analysis, consultation and review of current and changing financial goals through process improvement plans.
2015 - 2017
Loss Mitigation Specialist, JPMorgan Chase - Fishers, IN
- Home Affordable Modification Program, loan modification program, repayment plan, and forbearance workout options.
- Process home loan applications in compliance with the banks policies and guidelines.
- Analyze delinquent accounts and review eligible loan modifications products with clients to mitigate loss to the bank and avoid foreclosure.
2014 - 2015
Collections Representative, Sallie Mae Bank - Fishers, IN
- Adhered to the FDCPA and state laws to effectively resolve accounts while decreasing company liability.
- Negotiated payment options to settle customer accounts.
- Worked early and late stage, retail and Visa customer accounts.
- Processed loan applications and resovled identiy issues to clear credit.
- Ensured all collection practices met FDCPA and RESPA guidelines Verified all workout proposals submitted to meet company and investor standards.
2013 - 2014
Collections/Accounts Receivable, Sallie Mae Bank - Fishers, IN
- Used different methods of communication to contact and locate customers.
- Handled escalated collection calls and serviced delinquent accounts.
- Bring past due Account Receivables accounts/United Student Aid Funds loans from defaulted to a current status.
- Rehabilitate defaulted student loans Follow up on rehabilitated student loans Wage garnishment

Skills

Delinquent Accounts
Logistics
Insurance Companies
Customer Information
REO
Collection Agencies
CRM
Loan Modifications
Customer Accounts
Workout Options

Education

High School Diploma, (2008 - 2008)
,

Customer relationship manager resume

Lori Johnson

(650) 555-0499 | ljohnson@example.com

Washington, DC | 46937 W. Evergreen Ln. - 22913

Work experience

2020 - Present
Customer Relationship Manager, SunTrust Banks - Washington, DC
- Trained in CRM techniques and systems.
- Selected Contributions: * Generated and managed $10M portfolio of bank products.
- Helped drive sales goals and achieve monthly quota figures.
2018 - 2020
Mortgage Consultant, SunTrust Banks - Washington, DC
- Answer customer questions regarding status of files, interest rates, and underwriting requirements.
- Approve loans within specified limits, and refer loan applications outside those limits to manangement for approval.
2015 - 2018
Account Executive, Marriott International - Washington, DC
- Created and executed internal business plans annually for key accounts.
- Awarded Golden Circle Status (exceeded sales goals by over 110%) for three consecutive quarters in 2005.
- Decreased payroll by restructuring schedules to maximize Productivity.
- Improved customer relationship management and follow-up.
2007 - 2009
Sales Administrator, Hyatt - Chicago, IL
- Managed accounts payable, receivable, and payroll.
- Facilitated contracts for multiple events to meet weekly sales goals.
- Prepare, order & track purchase orders, third party commission checks & award client.
- Work with Sales Team Members to execute Season's Purchase orders.
- Entered client investment data into CRM (i.e.
- Organized special travel arrangements, cooperate agendas and itineraries.

Skills

Account Executives
Loan Applications
Document Collection
Banquet Functions
Business Owners
REP
Cloud
Business Reviews
Title Companies
Product Development

Education

Master's Degree, Business (2009 - 2010)
Strayer University
Washington,
Bachelor's Degree, Business (1999 - 2002)
Northeastern University
Boston,

How to write a customer relationship manager resume

Craft a resume summary statement

A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the customer relationship manager role.

Step 1: Start with your professional title, or the one you aspire to.

Step 2: Detail your years of experience in customer relationship manager-related roles and your industry experience.

Step 3: What are your biggest professional wins? Here is your opportunity to highlight your strongest accomplishments by placing them at the start of your resume.

Step 4: Don't forget, your goal is to summarize your experience. Keep it short and sweet, so it's easy for recruiters to quickly understand why you're a great hire.

These tips will help you demonstrate why you are the perfect fit for the customer relationship manager position.

Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.

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List the right project manager skills

Use your Skills section to show you have the knowledge and technical ability to do the job. Here is how to make the most of your skills section and make sure you have the right keywords:

Look to the job listing. You often need to include the exact keywords from the job description. Take note of the skills listed for the job.
Put all relevant hard and soft skills in your skills section.
Be specific. If you are too broad, you may not be giving the best picture of your skills and leave the hiring manager uncertain of your abilities.
Be up to date. Software names change and companies merge. Don't look out of touch by being careless.
Be accurate. Spelling and even upper or lowercase can dramatically change meanings. Make sure you are correctly listing your skills.

These five steps should give you a strong elevator pitch and land you some customer relationship manager interviews.

Here are example skills to include in your “Area of Expertise” on a customer relationship manager resume:

Customer Service
Customer Relationships
CRM
Customer Satisfaction
Lieu
Outbound Calls
Inbound Calls
Federal Laws
Loss Mitigation
Customer Accounts

FHA
Customer Inquiries
Customer Complaints
NPV
Professional Demeanor
Large Portfolio
Client Relationships
Customer Issues
Financial Analysis
SLA

Fannie MAE
Liquidation Options
Party Inquiries
Status Updates
SFO
Investor Guidelines
Lamp
DIL
AS400
Credit Reports

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How to structure your work experience

Your employment history is arguably one of the most important parts of your resume. It shows you have experience and foundation in your field to successfully master the customer relationship manager position. Here is how to most effectively structure your work experience:

List your most recent experience first, followed by earlier roles in reverse chronological order. Employers care about your most recent experience the most.
Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
Include only recent, relevant jobs.

How to write customer relationship manager experience bullet points

Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.

Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
What were your responsibilities or goals?
How did you accomplish them?
Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )

Here are examples from great customer relationship manager resumes:

Work history example #1

Collector

Wells Fargo

Experienced in repossession, skip tracing, and credit research (1995-2002) Training in FDCPA laws.
Experienced in understanding and following internal procedures and guidelines as well as regulatory and compliance requirements.
Trained and company certified on FDCPA, RESPA and Information Protection.
Negotiated payments and collected loan payments by responding to mortgagors that were in a 30-day delinquency status to being in foreclosure.
Resolved customer invoicing issues through proactive communication with customers and negotiation of payments.

Work history example #2

Loan Specialist

Wells Fargo

Analyzed bankruptcy files and prepared modification documents for settlement.
Performed second level review on purchase declines for FHA/VA and conventional loans from retail and joint venture business lines.
Helped with a variety of special projects that were presented such as training, carry boxes, etc.
Experienced with processing conforming loans, including analyzing and validating data.
Researched, investigated, analyzed and determined what fees and costs were claimable per HUD regulations/guidelines.

Work history example #3

Account Executive

Verizon

Represented Verizon Wireless at trade association meetings and vendor days to promote Verizon Wireless devices/accessories and increase presence in the community.
Developed a sales plan targeted at virtual consolidation, cloud network solutions, and hosted CPE installations.
Utilized SalesForce automation to effectively generate accurate sales forecasting, develop territory planning strategy, and produce detailed client reporting.
Performed Data and Internet sales with focus on UUNet portfolio of products.
Trained new employees on Verizon Wireless services, equipment pricing, procedures, and sales techniques..

Work history example #4

Logistics Coordinator

Sonoco

Created Logistics Certification Training Program.
Attained $2M run-rate annual savings through outbound transportation RFP.
Negotiated with outside service providers to enhance overall logistics objectives and customer satisfaction.
Ensured carriers follow guidelines in day-to-day operations based on Delta Apparel's policies and procedures in addition to governmental regulations.
Identified and prioritized logistics needs and communicated recommendations to upper management in order to achieve efficient product distribution.

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Add an education section to your resume

The education section should display your highest degree first.

Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.

If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries from customer relationship manager resumes:

High School Diploma

2007 - 2007

Bachelor's Degree in business

American InterContinental University, Chandler, AZ

2001 - 2004

Highlight your customer relationship manager certifications on your resume

Certifications can be a crucial part of your resume. Many jobs have required certifications.

Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.

Here are some of the best certifications to have on customer relationship manager resumes:

Certified Manager Certification (CM)
International Accredited Business Accountant (IABA)
Certified Professional, Life and Health Insurance Program (CPLHI)

Updated March 26, 2025

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