1. JOANN JUDGE
702 Sandalwood Lane C: 215.284.4949
Jeffersonville, PA 19403 jjudge1118@gmail.com
SUMMARY
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
PROFESSIONAL EXPERIENCE
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
external systems.
 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
guidelines.
 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.
EDUCATION
Abraham Lincoln High School Philadelphia, PA, Graduate