Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
14
14
years of professional experience
Work History
Loan Consultant II
Lendmark Financial Services
06.2019 - 08.2025
Increased client retention rates by offering exceptional service and fostering strong relationships.
Exceeded sales goals through proactive networking and lead generation initiatives.
Optimized the use of CRM tools for efficient tracking of client interactions and loan pipeline management.
Evaluated client credit histories to establish appropriate credit limits, minimizing risk exposure for the company.
Promoted positive customer relations while enforcing company policies on late fees, interest charges, and payment terms.
Supported company growth by managing multiple tasks in a fast-paced environment, ensuring deadlines were met without sacrificing quality or accuracy.
Strengthened security measures for sensitive customer information by adhering to strict guidelines and protocols.
Shift Leader in Training
Martinizing Dry Cleaners
01.2012 - 05.2019
Ensured timely completion of all assigned tasks during shifts, maximizing productivity within the team.
Managed inventory levels with accurate record-keeping and timely ordering, reducing waste and optimizing stock levels.