Evanjelina Gutierrez
Hollister,NC
Summary
Dynamic Loan Consultant with a proven track record at Lendmark Financial, excelling in client retention and relationship management. Skilled in loan structuring and customer service, I consistently exceeded sales goals through proactive networking. My attention to detail and problem-solving abilities enhanced customer satisfaction and streamlined the lending process.
Overview
8
8
years of professional experience
Work History
Loan Consultant
Lendmark Financial
12.2024 - Current
- Increased client retention rates by offering exceptional service and fostering strong relationships.
- Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
- Exceeded sales goals through proactive networking and lead generation initiatives.
- Interviewed prospective customers to discuss financial goals and means surrounding Type loans.
- Built positive relationships with customers by offering best financing and product options for Type loans.
- Generated numerous valuable leads through outbound phone calls to local consumers and businesses.
- Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
- Managed communications as central point of contact for entire lending process.
- Reviewed customer applications closely to identify any opportunities for further development and revenue.
- Enhanced customer satisfaction rates with timely responses to inquiries and thorough explanations of loan processes.
- Achieved sales goals consistently by tenaciously pursuing new connections and loan opportunities.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Maintained strict confidentiality of bank records and client information.
Customer Service Representative
Welcome Finance
05.2022 - 12.2024
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Customized support strategies for high-priority clients to ensure their specific needs were met.
- Investigated and resolved customer inquiries and complaints quickly.
Shift Leader
SUBWAY®Restaurants
07.2019 - 05.2022
- Trained new employees and delegated daily tasks and responsibilities.
- Maintained a clean and safe work environment while ensuring all employees adhered to safety guidelines and protocols.
- Completed cash and credit card transactions accurately using POS software.
- Oversaw daily cash handling procedures, maintaining accurate records and minimizing discrepancies.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Collaborated with other shift leaders to maintain consistent standards across all shifts, promoting a cohesive workplace culture.
- Enhanced customer satisfaction through prompt and courteous service, addressing concerns immediately.
- Enforced company policies and regulations with employees.
- Managed inventory and ordered supplies to keep location well stocked with necessary supplies.
Sandwich Artist
SUBWAY®Restaurants
06.2017 - 05.2022
- Greeted guests, promoted specials, and took orders.
- Operated the cash register with accuracy, ensuring proper handling of transactions.
- Kept workplace clean and organized in line with restaurant policies.
- Increased speed of service through effective multitasking and time management skills.
- Maintained a clean and organized workspace, adhering to strict sanitation standards.
- Collaborated with team members to maintain a smooth workflow during busy hours.
- Prioritized excellent communication skills to understand customer preferences accurately while minimizing errors in orders.
- Demonstrated flexibility by covering shifts when needed, ensuring consistent staffing levels for optimal operation.
- Enhanced customer satisfaction by providing exceptional service and well-crafted sandwiches.
- Prepared and served hot and cold sandwiches based on customer preferences.
- Upheld high standards of customer service at all times to enhance client loyalty and satisfaction.
- Trained new employees on company policies and procedures, contributing to overall team performance and growth.
Education
Forensic Science
Nash Community College
Rocky Mount, NC05.2023
Skills
- Loan structuring
- Risk evaluation
- Debt settlement
- Consumer lending
- Documentation review
- Loan applications
- Collateral valuation
- Loan processing
- Underwriting
- Customer service-focused
- Friendly
- Cash handling
- Loan servicing
- Relationship building and management
- Document analysis
- Financial services
- Sales expertise
- Reliable
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Leadership skills
Timeline
Loan Consultant
Lendmark Financial
12.2024 - Current
Customer Service Representative
Welcome Finance
05.2022 - 12.2024
Shift Leader
SUBWAY®Restaurants
07.2019 - 05.2022
Sandwich Artist
SUBWAY®Restaurants
06.2017 - 05.2022
Forensic Science
Nash Community College