Catelyn Wilson

• Assisted clients with loan applications, ensuring all documentation met compliance standards.
• Evaluated financial documents to determine eligibility for various lending products.
• Provided exceptional customer service by addressing inquiries and resolving issues promptly.
• Maintained accurate records of client interactions and loan transactions in internal systems.
• Collaborated with team members to develop sales strategies that increased overall profitability.
• Increased revenue by identifying cross-selling opportunities and promoting additional financial products to clients.
• Improved customer satisfaction with timely resolution of account inquiries and issues.

Facilitated customer assistance with insurance claims by submitting necessary information for approvals.

Managed scheduling, rescheduling, and cancellation of appointments to optimize workflow.

Organized follow-up appointments for customers in alignment with doctor availability.