DUSTIN SCHMITT

• Increased client satisfaction by providing tailored financial advice and investment recommendations.
• Streamlined financial processes for improved efficiency and reduced errors in transactions.
• Enhanced customer relationships with personalized service and addressing individual concerns promptly.
• Collaborated with team members to achieve sales targets and improve overall branch performance.
• Personally trained new finance representatives in order to create a team environment built on trust and company values.
• Informing clients of the refinance process and how to best secure their investment through protections and options that involve direct refunds.

- Establish and maintain relationships with individuals and business customers while providing assistance with problems they may encounter.

- Examine, evaluate, and process loan applications.

- Oversee the flow of cash or financial instruments.

-Upsell warranties and other coverages for a customer.

- Create options list with multiple loan possibilities.

- Make the schedule for the finance department

- Ensure contracts in transit are fully approved through the bank funding to avoid setbacks and fees.

- Advise sales managers of best bank options during the sales process

- Work directly with back office to ensure all compliance and necessary state documents are done correctly.

- Collect down payments and stipulations from clients.