Adam Bailey
Lakeland
Summary
Proven financial advisor with a track record of enhancing customer satisfaction at OneMain Financial through expert financial counseling and relationship building. Skilled in database management and underwriting, adept at translating complex loan terms for diverse clients. Achieved significant repeat business by prioritizing client needs and fostering trust.
Overview
8
8
years of professional experience
Work History
Loan Officer
OneMain Financial
01.2023 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
Server
Outback Steakhouse
01.2021 - 12.2022
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Cultivated warm relationships with regular customers.
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
- Bussed and reset tables to keep dining room and work areas clean.
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
Travel Expert
Educational Opportunities
03.2017 - 06.2020
- Provided exceptional customer service by proactively addressing client inquiries via phone calls or emails in a timely manner.
- Negotiated with vendors to secure the best rates and exclusive deals for clients.
- Developed strong relationships with clients through excellent communication skills, resulting in repeat business and referrals.
- Enhanced customer satisfaction by providing personalized travel recommendations and tailored itineraries.
- Maintained accurate records of bookings, payments, and any changes made during the planning process for easy reference later on as needed.
- Resolved customer issues promptly, maintaining a high level of professionalism and empathy.
Education
High School Diploma -
George Jenkins High School
Lakeland, FL06-2015
Skills
- Database management
- Relationship building and management
- Documentation review
- Financial advising
- Underwriting expertise
- Collections proficiency
- Financial counseling
- Team player
- Sales expertise
Timeline
Loan Officer
OneMain Financial
01.2023 - Current
Server
Outback Steakhouse
01.2021 - 12.2022
Travel Expert
Educational Opportunities
03.2017 - 06.2020
High School Diploma -
George Jenkins High School
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