Charles Times
Phoenix,AZ
Summary
Dedicated professional with 6+ years of experience in client relationship management, sales strategies, and process improvement. Proficient in CRM platforms and adept at identifying client needs, guiding solutions, and exceeding expectations. Known for self-motivation, organizational excellence, and a strong commitment to cultivating trust and satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Loan Advisor
Caribou Financial
Chandler, AZ
10.2025 - Current
- Advised Clients on vehicle refinance options by evaluating credit profiles, loan terms, and interest rates to identify cost-saving opportunities
- Managed a high-volume pipeline of refinance applications, guiding customers through documentation, approvals, and funding processes with accuracy and efficiency.
- Built trust-based client relationships through consultative conversations, resulting in increased loan conversations and customer satisfaction.
Client Advisor
KKOS Lawyers
Phoenix, AZ
10.2023 - 08.2025
- Cultivated strong relationships with clients, understanding their legal and tax planning objectives to offer tailored solutions that aligned with their goals.
- Actively managed a pipeline of inbound and outbound warm leads, utilizing Hubspot CRM to track touchpoints, nurture relationships, and ensure timely follow-ups.
- Met and exceeded sales objectives by effectively assessing client needs, presenting services, and guiding them through the decision-making process while maintaining high satisfaction rates.
- Served as a liaison between clients and legal teams, ensuring seamless communication to address client concerns and deliver requested services.
- Represented the firm at client-facing events and vendor tables, showcasing professionalism while increasing brand visibility and acquiring new leads.
- Developed and executed strategies to educate clients on service offerings, pricing, and the unique value proposition of the firm's legal expertise.
Brokerage Service Representative
Charles Schwab
Phoenix, AZ
02.2023 - 10.2023
- Delivered superior customer service by resolving client inquiries, researching issues, and addressing complaints with efficiency and empathy.
- Regularly communicated account updates, market changes, and investment solutions to clients, strengthening trust and business relationships.
- Processed high volumes of account requests, including new applications, fund transfers, and updates, ensuring accuracy and reliability.
- Collaborated with compliance and research departments to provide clients with well-informed, compliant solutions.
Sales Consultant
Larry H. Miller CDJR
Surprise, AZ
06.2019 - 02.2023
- Harnessed CRM technology to manage sales pipelines and track customer interactions, resulting in consistent achievement of sales goals.
- Delivered personalized sales techniques to meet client needs, enhancing conversion rates and customer satisfaction.
- Built long-term relationships with clients through exceptional post-sale follow-up and attention to detail, fostering loyalty and repeat business.
- Mentored new team members in sales methodologies and CRM processes, contributing to team consistency and success.
Sales Floor Associate
Walmart
Buckeye, AZ
06.2016 - 06.2019
- Maintained inventory accuracy and ensured shelves remained well-stocked for optimal customer accessibility.
- Enhanced the shopping experience by answering queries and advising customers on suitable products.
- Consistently exceeded performance targets through effective time management and proactive stocking strategies.
Education
High School Diploma -
Youngker High School
Buckeye, AZ06.2016
Skills
- Client Relationship Management (CRM)
- Sales Strategies
- Organizational Excellence
- Self-Motivation
- Problem Solving
- Communication Excellence
Certification
- Securities Industry Essentials (SIE), Certified
- Mainstreet Certified Tax Advisor, Certified
Timeline
Loan Advisor
Caribou Financial
10.2025 - Current
Client Advisor
KKOS Lawyers
10.2023 - 08.2025
Brokerage Service Representative
Charles Schwab
02.2023 - 10.2023
Sales Consultant
Larry H. Miller CDJR
06.2019 - 02.2023
Sales Floor Associate
Walmart
06.2016 - 06.2019
High School Diploma -
Youngker High School