Summary
Overview
Work History
Education
Skills
Awards And Acknowledgements
Timeline
Generic
David Lavell

David Lavell

La Mesa,CA

Summary

Highly motivated professional with 6+ years of experience in business development and 15+ years of customer service. Honed skills in multiple high volume, precision objection handling, customer facing call center environments. With a proven track record at Achieve and Progrexion, my expertise in sales operations and exceptional time management skills have consistently driven success. Will be adding value to an already established or about to be established team. Part of an organization that pushes for excellence, supports uncapped development, potential growth opportunities and a commitment to ethical practices.

Overview

20
20
years of professional experience

Work History

Senior Loan Consultant III

Achieve Personal Loans
07.2022 - Current
  • At Achieve, as a top performer, my role as a Senior Loan Consultant III revolves around providing customers with strategic financial solutions, enhancing their journey toward fiscal empowerment
  • The skillful handling of various CRM tools and data analytics has been central to our team's achievements
  • Handling over 225 OB (as well as IB & IBCB) calls per day while following propriety sales training with the highest industry standards of compliance has been an exciting opportunity
  • I have grown immensely in my career and look forward to bringing that knowledge with me.
  • Collaborated with underwriting teams to expedite the approval process and secure funding for clients in a timely manner.
  • Conducted regular reviews of existing loan portfolios to identify refinancing opportunities and provide clients with additional savings.
  • Overcame loan processing challenges through creative problem-solving techniques, ultimately ensuring client satisfaction and successful funding outcomes.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Examined customer loan applications for loan approvals and worked to restructure denied applications for a better outcome with corrected data or less risky loan use
  • Coached junior team members on advanced credit analysis techniques, fostering professional growth and development within the department.

Senior Credit Consultant

Progrexion
08.2018 - 07.2022
  • At Progrexion, my role as a Senior Credit Consultant revolved around providing new prospects, “EFolks” customers, Lexington Law Clients and Creditrepair.com members past, present and future with a free credit consultation and the ability for us to “prove our work” to them as required by law
  • Commitment to ethical practices
  • Maintained coachable spirit, ensuring that every customer interaction is handled with empathy and feedback is handled with professionalism
  • I handled IB (inbound), OB (outbound), IBCB (inbound callback) and select dialer campaigns taking 125-225+ calls per day
  • My CPH (closes per hour), take rate, handle time and other KPIs were analyzed, coached and adjusted to feedback
  • Identified opportunities for up-selling additional products or services based on clients' needs assessment.
  • Ensured compliance with all applicable laws, regulations, and internal policies related to Lexington Law Firm practices.

Licensed Life Insurance Producer

Primerica
01.2018 - 01.2024
  • Maintained up-to-date knowledge of industry trends and product offerings, allowing for effective adaptation to changing market conditions.
  • Managed a large book of business while maintaining strong relationships with existing clients to encourage referrals and maximize policyholder retention rates.
  • Analyzed clients'' financial goals and objectives to recommend appropriate life insurance products that aligned with their needs, maximizing policyholder satisfaction.
  • Conducted regular policy reviews for existing clients, identifying opportunities for adjustments or additional coverage options based on changes in their personal circumstances or financial planning goals.
  • Implemented effective time management strategies to balance prospecting activities, client meetings, policy reviews, administrative tasks, and continuing education requirements to optimize productivity and achieve sales targets.

Expeditor

The Cheesecake Factory
08.2015 - 01.2018
  • Managed high volumes of orders while maintaining accuracy through attention to detail and effective time management skills.
  • Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
  • Handled urgent requests from customers, working diligently to resolve issues quickly without compromising quality standards.

FOH Manager

Dough Pizzeria Napoletana
Dallas, Tx
02.2014 - 08.2015
  • Participated in continuous improvement initiatives, suggesting new strategies for improving overall operations.
  • Improved customer satisfaction by implementing efficient front-of-house operations and staff management techniques.
  • Handled customer complaints effectively, resolving issues promptly to maintain brand reputation and garner positive reviews.
  • Elevated team performance with regular training sessions, addressing areas of improvement and promoting best practices.
  • Enhanced communication between FOH staff members by holding daily pre-shift meetings updating on changes in menus or promotions.

Bartender

Texas Roadhouse
Tracy, CA
08.2011 - 01.2014
  • Proven ability to learn quickly and adapt to new situations.

Administrative Assistant to the Vice President

Strategic Operations Inc.
San Diego, CA
05.2004 - 06.2011
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.

Education

Geology

Las Positas College
Livermore, CA

Liberal Arts And Sciences

Palomar College
San Marcos, CA

Liberal Arts And Sciences

Richland College
Dallas, TX

Selling Skills And Sales Operations

Cardone University
Miami, FL
06.2018

Skills

  • Adaptable Decision-Making
  • Strong negotiation skills
  • Superior customer service
  • Debt Settlement
  • Continuous learning mindset
  • Collaborative Teamwork
  • Reliable time management
  • Loan Applications
  • Loan Origination
  • Professional Networking
  • Loss Mitigation
  • Accurate Documentation Review
  • Solid regulatory compliance
  • Proficient Problem Solving
  • Empathetic client relations
  • Efficient pipeline management
  • Tech-savvy software utilization
  • Comprehensive product knowledge
  • Ethical lending practices
  • In-depth credit analysis
  • Relationship building and management
  • Business Development
  • Proficient in 10-key
  • Regulatory Compliance
  • Master of QuickBooks
  • Microsoft Office
  • Credit History Review
  • Complaint Handling
  • Basic Mathematics
  • Automated Underwriting System (AUS)
  • Invoice Preparation
  • Adaptable Decision-Making

Awards And Acknowledgements

  • First LC in my Training Bay Class (07/01/22) at Achieve to close a loan. 2.3 Loan per day average in TBAY
  • Promoted to the role of a Senior Loan Consultant III within my first 3 months from my hire date with Achieve. To do so I sold more than the floor average for 3 months in a row and have maintained that every month since to keep the title.
  • Consistently outperformed the bulk of my peers, even in more trying times regarding interest rates, I have succeeded as a top performer with Achieve Personal Loans.
  • At Progrexion I promoted to the role of Senior Credit Consultant, moving from hot swap to E5 and FOG dialers (dialed campaign focused on previous clients, retention and resale of services to familiar clientele) I had the ability to sell both Creditrepair.com and Lexington Law’s services. Successfully maintained my status as a top performer in order to stay for years in the FOG, E5 and RevE5 dialers which are mainly OB (Outbound) dialers with requirements of higher CPH (Closes per hour), for top performers who were vetted monthly.

Timeline

Senior Loan Consultant III

Achieve Personal Loans
07.2022 - Current

Senior Credit Consultant

Progrexion
08.2018 - 07.2022

Licensed Life Insurance Producer

Primerica
01.2018 - 01.2024

Expeditor

The Cheesecake Factory
08.2015 - 01.2018

FOH Manager

Dough Pizzeria Napoletana
02.2014 - 08.2015

Bartender

Texas Roadhouse
08.2011 - 01.2014

Administrative Assistant to the Vice President

Strategic Operations Inc.
05.2004 - 06.2011

Geology

Las Positas College

Liberal Arts And Sciences

Palomar College

Liberal Arts And Sciences

Richland College

Selling Skills And Sales Operations

Cardone University
David Lavell