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
Columbus, GA
11.2024 - Current
- 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.
- 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.
- Financial services company specializing in loan processing and tax preparation.
Sales Associate
White House Black Market
Atlanta, Georgia
10.2019 - 12.2019
- Ensured proper fitting by sizing customers and recommending correct sizes.
- 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.
- Retail company specializing in women's apparel and accessories.
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.
- Customer service company providing support through various channels.
Education
GED - undefined
Chattahoochee Technical College
GED - undefined
Kennesaw State University
Skills
- Diverse client engagement
- Attention to detail
- High-pressure multitasking
- Proactive learning and growth
- Loan processing
- Tax preparation
- Financial advising
- Insurance sales
Websites
Timeline
Financial Services Representative
World Finance Loan and Tax Service
11.2024 - Current
Sales Associate
White House Black Market
10.2019 - 12.2019
Customer Service Representative
CCS
01.2007 - 03.2007
GED - undefined
Chattahoochee Technical College
GED - undefined
Kennesaw State University