Bianca Arzola

Ensuring the eligibility to proceed with loans

● Updating account records and reviewing loans

● Ensure sale quotas are being met over office

● Reaching out to potential sale leads and working with them one on one to get them signed

up for our services /steps to get them qualified

● Managed customer escalations

● Responsible for approving/denying customers

● Maintaining up to date board for employees to follow

● Reached out to delinquent accounts about their current balance

● Disbursed approved loan amounts into clients account who met company standards

● Actively took payment on accounts repaying loan amounts

• Assisted in the development of operational strategies to ensure efficient and productive operations.
• Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
• Conducted regular performance reviews for employees to identify areas of improvement.
• Schedule customers appointments
• Answer/make calls

• Greet customers
• Scheduling
• Assisting with applications
• Process and file applications
• Process payroll for employees
• Manage
• Send and correct invoices if need be
• Commmunicate with companies about their needs
• Find employees that best fits into the work environment based on their skill set.

• Intake new and old clients
• Responsible for processing files for every client
• Verified insurance
• Answering telephone calls
• Directed to the right department needed
• Filed and organize