Bharat Patel
Tempe,Arizona
Summary
Knowledgeable and dedicated customer service professional with extensive experience in Personal Loans, Home Equity, Logistics, and Storage Containers industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
12
12
years of professional experience
Work History
Loan Consultant
Achieve Personal Loans
01.2016 - 11.2023
- Optimized the use of CRM tools for efficient tracking of client interactions and loan pipeline management.
- Developed and maintained relationships with customers, lenders and other third parties.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Inside Sales Representative
Mobile Mini Inc
02.2012 - 09.2015
- Negotiated prices, terms of sales and service agreements.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Nurtured long-term customer relationships through regular check-ins, keeping them informed of relevant updates and promotions.
- Answered customers' questions regarding products, prices, and availability.
Education
No Degree - Mass Communication
Phoenix College
PhoenixSkills
- Active Listening and Learning
- Relationship building and management
- Customer Service
- Communication Skills
- Multi-Tasking
- Loan Processing Coordination
Timeline
Loan Consultant
Achieve Personal Loans
01.2016 - 11.2023
Inside Sales Representative
Mobile Mini Inc
02.2012 - 09.2015
No Degree - Mass Communication
Phoenix College
Similar Profiles
NICHOLAS KECKNICHOLAS KECK
Sales Manager (Inbound/Outbound) at Achieve Personal LoansSales Manager (Inbound/Outbound) at Achieve Personal Loans
CHRISTOPHER MYERSCHRISTOPHER MYERS
Loan Servicing Specialist at Achieve Personal LoansLoan Servicing Specialist at Achieve Personal Loans
David LavellDavid Lavell
Senior Loan Consultant III at Achieve Personal LoansSenior Loan Consultant III at Achieve Personal Loans
Daniel TorresDaniel Torres
Tier Two Network Support Specialist at Arcsmart SolutionsTier Two Network Support Specialist at Arcsmart Solutions
Luke PitnerLuke Pitner
National Account Manager at Northwest Environmental Water LabsNational Account Manager at Northwest Environmental Water Labs