Alex Passalacqua
Toms River,US
Summary
Retail professional with robust background in driving sales and enhancing customer experiences. Known for strong team collaboration and adaptability to changing retail environments. Expertise in product knowledge and active listening, ensuring customer satisfaction and loyalty.
Overview
9
9
years of professional experience
Work History
Loan Broker
Straight Line Source
02.2021 - 04.2024
- Loan broker, underwriter and syndicator
- Did over25M in working capital over the course of3 in a half years
- Very successful company and very grateful for the time I had spent with the company
- Helped customers through stressful times by giving expert help and building customized solutions for unique requirements.
Underwriter / Processor
Lince Capital
11.2018 - 02.2021
- Responded to customer needs through competent customer service and prompt problem-solving.
Customer Care Associate
Synergy Capital
03.2017 - 02.2018
- Was a very successful broker and was funding650k-1 million plus as my own broker monthly
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Direct lending/ business loans
Platinum Rapid Capital
04.2015 - 10.2017
- The goal was to fund1 million dollars a month, relentless when it comes to persistentcy with my clients, which is what made me hit an ultimate goal of funding2 million one month I was there
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Education
High school or equivalent -
Skills
- Sales (7 years)
- Merchandising
- Retail Sales
- Marketing
- Cash Handling
- Customer service (8 years)
- Training & development
- Loan Officer Experience
- Risk Management
- Sales (9 years)
- Negotiation
- Underwriting (5 years)
- Customer service
- Training & development (3 years)
- Loan Origination (9 years)
- Management (4 years)
- Business Development
- Banking (8 years)
- Financial Analysis
- Credit Analysis (7 years)
- Account Management
- Microsoft Outlook (7 years)
- Research
- Pricing
Timeline
Loan Broker
Straight Line Source
02.2021 - 04.2024
Underwriter / Processor
Lince Capital
11.2018 - 02.2021
Customer Care Associate
Synergy Capital
03.2017 - 02.2018
Direct lending/ business loans
Platinum Rapid Capital
04.2015 - 10.2017
High school or equivalent -
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