ARIEL ULLOA
Bossier City,LA
Summary
Hardworking employee enthusiastic about learning new fields inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, cash management, customer service, relationship-building and problem-solving abilities.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Sales Coordinator
Deep South Equipment Company
01.2019 - Current
- Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
- Streamlined sales processes for improved efficiency and customer satisfaction.
- Managed Major Account and Ship-in Accounts for entire Company.
- Handled communications with the Factory with all order inquiries to streamline the ordering process for the Customer.
- Communicated with Service Departments to ensure efficient delivery of Equipment.
- Compiled Spreadsheets managing all Equipment on order.
Financial Relationship Consultant
Regions Bank
07.2018 - 01.2019
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Assisted in implementing risk management policies, reducing potential losses for both the bank and its clients.
- Conducted thorough due diligence on prospective clients, ensuring compliance with regulatory requirements.
- Evaluated the performance of various financial instruments in order to optimize asset allocation within client portfolios.
- Collaborated with team members to develop new products and services tailored to the needs of high-net-worth individuals.
- Streamlined banking processes for improved efficiency and customer experience.
- Negotiated favorable terms for clients in transactions involving loans, lines of credit, or other financing solutions.
- Facilitated client meetings to discuss financial goals, assess risk tolerance, and present suitable investment options.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Assistant Branch Manager
1st Heritage Credit
02.2011 - 06.2018
- Meet and exceed branch insurance sales and loan production goals
- Taking customers information and processing credit applications
- Make loan decisions and establish high credit limits based on credit applications
- Managing collections of delinquent accounts and making payment arrangements to meet or exceed delinquency and loss ratio standards
- Performing cold call solicitations to improve customers financial status and increase customer retention rates
- Leading team building exercises and training meetings
- Sourcing and producing loans via cold call and counter solicitations
- Investigating and resolving customer inquiries and complaints in an empathetic manner
- Adhereto all confidentiality requirements at all times
- Solving unresolved customer issues
- Recruiting, training and maintaining branch personnel
- Maintaining compliance with all of the company's policies, procedures, State and Federal laws, regulations and licensing
- I've received several awards of recognition for achieving Top Loan Producer of the month in the branches region.
- Greeted clients entering Office and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Education
Associate of Applied Science - Business Administration
Bossier Parish Community College
Bossier City, LAHigh School Diploma -
Parkway High School
Bossier City, LA01.2010
Skills
- Excellent communication skills
- Stellar customer service skills
- Energetic
- Positive attitude
- Superb solicitation skills
- Persuasive
- Works well under pressure
- Quick and eager learner
- High attention to detail
- Organized
- Staff training and development
- Reliable and dependable
- Resolution-oriented
- Exceptional cash management
- Trusted key holder
- Filing, Scanning documents and data archiving
Certification
- Credit Life Insurance License
- Accidental & Health Insurance license
- Unemployment Insurance license
- Producer and Adjustor Insurance License
- Alcohol Beverage Operator License (valid 2024-2027), issued by City of Bossier City
- Louisiana Responsible Vendor Server's Permit (valid 2024-2028), issued by Louisiana Office of Alcohol and Tobacco Control
Timeline
Sales Coordinator
Deep South Equipment Company
01.2019 - Current
Financial Relationship Consultant
Regions Bank
07.2018 - 01.2019
Assistant Branch Manager
1st Heritage Credit
02.2011 - 06.2018
Associate of Applied Science - Business Administration
Bossier Parish Community College
High School Diploma -
Parkway High School
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