Summary
Overview
Work History
Education
Skills
Timeline
Generic

Crystal Salter

Columbus,GA

Summary

Dynamic financial services professional with extensive experience at World Finance Loan and Tax Service. Proven expertise in loan processing and tax preparation, coupled with exceptional client engagement skills. Adept at thriving in high-pressure environments while ensuring compliance and accuracy. Committed to proactive learning and delivering outstanding service to diverse clientele.

Overview

19
19
years of professional experience

Work History

Financial Services Representative

World Finance Loan and Tax Service /WFC
Columbus , GA
11.2024 - Current
  • Facilitated loan applications and tax preparation for clients.
  • Explained financial products and services in detail to customers.
  • Conducted client interviews to collect essential financial information.

Managed Nexus program, overseeing intake application processes.

Directed Tax Center operations, gathering necessary tax documentation.

Executed collection calls, processed payments, and maintained front office operations.

Licensed tax preparer, ensuring compliance and accuracy in filings.

Authorized to sell insurance products related to loans.

Sales Associate

White House Black Market
Atlanta, Georgia
10.2019 - 12.2019
  • Enhanced customer shopping experience by assisting in selection of apparel and accessories.
  • Maintained store presentation through effective merchandise organization and cleanliness.
  • Accurately processed transactions using point-of-sale systems while delivering exceptional service.

Ensured proper fitting by sizing customers and recommending correct sizes.

Customer Service Representative

CCS
Las Vegas, Nevada
01.2007 - 03.2007
  • Responded promptly to customer inquiries via phone and email.
  • Resolved customer complaints through effective communication techniques.
  • Maintained detailed records of customer interactions in database.

Education

GED -

Chattahoochee Technical College
Marietta, GA

GED -

Kennesaw State University
Kennesaw, GA

Skills

  • Loan processing
  • Tax preparation
  • Financial advising
  • Insurance sales

Diverse client engagement

Attention to detail

High-pressure multitasking

Proactive learning and growth

Timeline

Financial Services Representative

World Finance Loan and Tax Service /WFC
11.2024 - Current

Sales Associate

White House Black Market
10.2019 - 12.2019

Customer Service Representative

CCS
01.2007 - 03.2007

GED -

Chattahoochee Technical College

GED -

Kennesaw State University
Crystal Salter