Crystal Dyett
Trussville,AL
Summary
Dynamic Loan Consultant with a proven track record at Lendmark Financial Services, excelling in loan structuring and relationship management. Expert in assessing client needs and delivering tailored financing solutions, enhancing customer satisfaction and retention. Skilled in risk evaluation, I foster long-term client relationships while ensuring compliance and operational efficiency.
Overview
2026
2026
years of professional experience
Work History
Loan Consultant2
Lendmark Financial Services
Trussville, AL
2024 - Current
- Assessed client financial needs to recommend loan products and services.
- Processed loan applications efficiently, ensuring compliance with company policies and regulatory standards.
- Collaborated with underwriting team to expedite loan approval processes, enhancing customer satisfaction.
- Educated clients on loan terms, conditions, and repayment options to facilitate informed decision-making.
- Maintained accurate documentation of client interactions and loan transactions in CRM systems.
- Developed personalized financing solutions that contributed to long-term client relationships and retention.
- Trained new consultants on operational workflows and best practices for customer engagement.
Banker Team Lead
United Community Bank
Charlotte, NC
2022 - 07.2023
- Assessed customer needs and provided tailored banking solutions.
- Supported team in daily operations and ensured adherence to compliance regulations.
- Participated in training sessions to enhance product knowledge and service techniques.
- Developed strong relationships with clients to foster trust and engagement.
- Assisted in resolving customer inquiries efficiently, contributing to positive experiences.
- Collaborated with team members on projects aimed at improving service delivery.
- Monitored transaction processes to ensure accuracy and efficiency in operations.
Banker
Chase Bank
Ormond Beach, FL
2019 - 2022
- Processed customer transactions efficiently, ensuring compliance with banking regulations.
- Assisted clients in navigating banking products and services, enhancing customer satisfaction.
- Collaborated with team members to streamline account opening procedures, improving workflow efficiency.
- Maintained accurate financial records and reports, demonstrating attention to detail and organizational skills.
- Identified opportunities for cross-selling banking services, contributing to overall branch performance.
Education
Penn Foster Career School
Scranton, PA2013
Skills
- Loan structuring
- Risk evaluation
- Debt settlement
- Consumer lending
- Relationship management
- Collateral valuation
- Loan origination
Timeline
Loan Consultant2
Lendmark Financial Services
2024 - Current
Banker Team Lead
United Community Bank
2022 - 07.2023
Banker
Chase Bank
2019 - 2022
Penn Foster Career School