Dedicated Client Relations Representative with strong skills in customer relationship management and conflict resolution. Proven ability to assist borrowers and ensure federal compliance while enhancing customer satisfaction.
Overview
3
3
years of professional experience
Work History
Client Relations Representative
Edfinancial Services
Montgomery
12.2025 - Current
Resolved Federal Student Aid (FSA) account issues by verifying customer identity and facilitating account recovery, ensuring compliance with regulations.
Research and resolve account issues while ensuring compliance with federal loan servicing guidelines
Guided borrowers in navigating studentaid.gov, providing comprehensive information on federal student aid programs to enhance understanding.
Meet daily productivity goals while maintaining high quality and customer satisfaction standards
Accurately documented customer interactions and maintained detailed records in customer relationship management system to support effective follow-up.
Loan Officer
Credit Central, LLC
Prattville
05.2025 - 12.2025
Analyzed loan applications by reviewing applicants income, employment, credit history, and financial documentation to determine eligibility for loans
Assessed financial risk and recommended loan approvals or denials based on company underwriting guidelines
Explained loan products, terms, payment options and repayment expectations to customers
Collaborated with management to minimize lending risk while providing excellent customer service
Sales Representative
Lifeline Screening
811 Deatsville Hwy Apt C10
03.2023 - 05.2025
Managed a high volume of inbound and outbound customer interactions while maintaining accuracy and attention to detail
Analyzed customer needs to recommend appropriate preventive health screening based on individual risk factors
Tracked sales performance and customer trends to meet productivity and quality goals
Reviewed customer information to identify suitable screenings options and explained program benefits