Hi, I’m
Eleanor Toscano
Methuen,Massachusetts
Summary
Proven track record in enhancing customer satisfaction and streamlining loan processes at Above Lending, leveraging expertise in credit analysis and relationship management. Skilled in database management and adept at fostering client relationships, consistently delivering tailored financial solutions. Achieved significant improvements in client financial stability and service efficiency.
Overview
16
years of professional experience
1
Certification
Work History
Above Lending
IPL Loan Officer
03.2023 - Current
Job overview
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Ensured compliance with all federal and state regulations throughout the loan origination process.
Century Support Services
Debt Specialist
01.2021 - 03.2023
Job overview
- Assessed credit reports and financial statements to identify potential loan candidates
- Assisted clients with exploring debt reduction options
- Educated clients on credit improvement and various debt management strategies.
- Assessed clients financial situation to determine if they were a right fit for debt reduction services.
- Effectively managed high-stress situations involving distressed clients by exercising empathy, patience, and professionalism at all times.
- Improved customer satisfaction levels by providing personalized financial advice and debt management solutions.
Senior Benefits Group
Insurance Specialist
09.2018 - 04.2020
Job overview
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Met with customers to provide information about available products and policies.
- Generated leads through cold-calling, networking and other outreach methods.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
MetroPCS Corporate Store
Assistant Retail Store Manager
09.2014 - 08.2018
Job overview
- Oversaw daily operations, ensuring smooth workflow while adhering to company policies and procedures.
- Maintained visual merchandising standards to create an engaging shopping experience for customers.
- Completed routine store inventories.
- Empowered team members by delegating tasks effectively while also offering guidance when needed.
- Reviewed and managed team goal performance
- Conducted in store trainings.
- Handled customer inquires and complaints.
- Assisted clients with purchase
- Ensured that store was compliant with company audit procedures
MetroPCS Corporate Store
Senior Retail Sales Associate
01.2009 - 09.2014
Job overview
- Maintained a visually appealing store environment through regular merchandising and display updates.
- Participated in store events, showcasing new merchandise collections to drive interest and generate buzz among clientele.
- Increased customer satisfaction by providing exceptional service and product knowledge.
- Developed loyal customer base by building rapport through personalized service and tailored recommendations for mobile devices.
- Performed opening and closing procedures.
- Assisted store managers with maintaining overall audit and compliance to company standards.
Education
Middlesex Community CollegeBedford, MA
from Liberal Arts And Sciences
Tewksbury Memorial High SchoolTewksbury, MA
High School Diploma
06.2001
Skills
- Database Management
- Documentation Review
- Relationship building and management
- Sales expertise
- Financial Advising
- Credit analysis
- Customer service-focused
- Loan Servicing
- Debt Restructuring
- Microsoft Office
- Data Entry
- Credit History Review
- Active Listening and Learning
Certification
- IAPDA Certification, Century Support Services - 2021
- Insurance Producer License - Commonwealth of MA [2019]
Timeline
IPL Loan Officer
Above Lending
03.2023 - Current
Debt Specialist
Century Support Services
01.2021 - 03.2023
Insurance Specialist
Senior Benefits Group
09.2018 - 04.2020
Assistant Retail Store Manager
MetroPCS Corporate Store
09.2014 - 08.2018
Senior Retail Sales Associate
MetroPCS Corporate Store
01.2009 - 09.2014
Middlesex Community College
from Liberal Arts And Sciences
Tewksbury Memorial High School
High School Diploma
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