Amy Stapleton
Franklin Furnace,OH
Summary
Dynamic professional with a strong background in customer service and financial management. Proven success in resolving customer complaints and achieving sales targets while overseeing daily operations. Recognized for leadership capabilities in managing teams and enhancing customer satisfaction.
Overview
1
1
Certification
27
27
years of professional experience
Work History
Assistant Manager
OneMain Financial
Ironton, USA
02.2021 - Current
- Assumed managerial responsibilities in the absence of the manager, overseeing all aspects of operations
- Partnered with manager to create strategies for meeting sales targets and boosting customer satisfaction
- Supported daily operations management, promoting seamless workflow and operational efficiency
- Facilitated recruitment, selection, and onboarding of new employees, enhancing team integration
- Resolved customer complaints or concerns promptly, ensuring high levels of customer service at all times
- Received Emerald Club recognition for multiple years, highlighting consistent performance and customer service excellence.
- Provide interim leadership in Branch Manager absences
- Analyzed credit worthiness of customers by gathering financial data and matching them with appropriate financial assistance.
Senior Personal Loan Specialist
OneMain Financial
02.2016 - 02.2021
- Analyzed customer financial data to assess creditworthiness and matched them with suitable financial assistance options.
- Discussed tailored products and programs with customers to achieve their financial goals.
- Pulled credit reports, verified information accuracy, obtained supporting documentation, coordinated closings, and followed up with customers to enhance service experience.
- Achieved Emerald Club status multiple years through consistent performance.
Financial Representative
Western Southern Life
06.2015 - 02.2016
- Delivered tailored advice on products and services, ensuring client expectations were consistently met or exceeded.
- Conducted client meetings to gather personal and financial information, aligning products and services with their specific needs and goals.
- Verified information accuracy and secured supporting documentation, enhancing compliance and client trust.
Senior Personal Loan Specialist
Springleaf Financial Services
11.2001 - 06.2015
- Approved loans up to $3,000 independently, facilitating timely financial assistance for clients.
- Delivered customer service by meeting clients to collect personal and financial information, analyzing credit worthiness, and recommending financial assistance and programs aligned with their needs and goals.
- Provided tailored advice on products and services, ensuring client satisfaction by addressing their specific needs.
- Pulled credit and verified accuracy of information to ensure data integrity.
- Trained new employees on organizational knowledge and culture, enhancing their ability to manage daily responsibilities effectively.
- Received employee of the month recognition multiple times during my years of service.
- Purchased OneMain Financial
Manager
B-Moss Clothing Company
07.1999 - 02.2002
- Oversaw daily retail operations, including opening and closing, banking, scheduling, recruiting, training, inventory control, and merchandising, while ensuring exceptional customer service and accurate month-end closing.
Customer Service Representative
B-Moss Clothing Company
04.1999 - 07.1999
- Provided customer service, assisted customers with inquiries and issues, stocked shelves to maintain product availability, operated cash register for transactions, and opened and closed store to ensure smooth operations.
- Demonstrated leadership skills, resulting in promotion to Store Manager within three months.
Education
High School Diploma -
Green High Scool
Franklin Furnace, OH06-1994
Skills
- Sales
- Solution selling approach
- Client relationship development
- Client interaction
- Financial concepts
- Data analysis
- CRM system proficiency
- Organizational management
- Cross-functional teamwork
- Teamwork
- Multitasking
- CMS regulatory compliance
- Payroll processing
- Relationship building
Certification
- Life & Health Insurance License
- Health Insurance License
- Life Insurance License
- Driver's License
Languages
English
Timeline
Assistant Manager
OneMain Financial
02.2021 - Current
Senior Personal Loan Specialist
OneMain Financial
02.2016 - 02.2021
Financial Representative
Western Southern Life
06.2015 - 02.2016
Senior Personal Loan Specialist
Springleaf Financial Services
11.2001 - 06.2015
Manager
B-Moss Clothing Company
07.1999 - 02.2002
Customer Service Representative
B-Moss Clothing Company
04.1999 - 07.1999
High School Diploma -
Green High Scool