
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.
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.
Ensured proper fitting by sizing customers and recommending correct sizes.
Diverse client engagement
Attention to detail
High-pressure multitasking
Proactive learning and growth