Heather Hilgert
Lima,Ohio
Summary
Successful in offering expertise in customer relations, application management and loan funding. Expert salesperson and relationship builder skilled in earning repeat and referral business. Works effectively with customers and processing departments to smoothly handle high volume of loan applications.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Corrections Officer
State Of Ohio Department of Rehabilitations
03.2024 - 05.2024
- Enhanced facility safety by conducting thorough security checks and monitoring inmate activities.
- Supervised inmates during all activities and transfers to monitor compliance and implement corrective actions.
- Reduced inmate altercations by maintaining consistent enforcement of rules and regulations.
- Supported successful emergency response efforts by participating in regular drills and training exercises.
- Prevented contraband introduction through diligent cell searches and visitor screenings.
- Maintained safety and security of staff and public by applying defensive techniques and physical restraints.
- Conducted pat downs and strip searches of inmates and visitors to prevent contraband from entering facility.
- Monitored radio transmissions between staff to respond immediately to directions and emergencies.
- Effectively interacted with staff, offenders, visitors and public to maintain security within facility.
- Collaborated with fellow officers to maintain a secure and orderly environment within the correctional facility.
- Inspected condition of locks, window bars, doors and gates to prevent prisoner escapes.
- Reduced escape attempts, crimes and other hazardous activity through close observation and situational awareness.
FINANCIAL COUNSELOR
Coleman Professional Services
05.2023 - 10.2023
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
- Increased client confidence in managing personal finances by providing tools and resources for long-term success.
- Streamlined counseling processes by implementing efficient record-keeping systems and communication tools.
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
- Assessed client financial situation and explored background through one-on-one interview process.
LOAN CONSULTANT
Lendmark Financial Services
08.2022 - 05.2023
- 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 long-term loans.
- Built positive relationships with customers by offering best financing and product options for car loans or financial loans.
- Generated numerous valuable leads through outbound phone calls to local consumers and businesses.
- Optimized the use of CRM tools for efficient tracking of client interactions and loan pipeline management.
- Negotiated favorable loan terms on behalf of clients, leveraging strong communication skills and industry expertise.
- Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
- Handled paperwork and moved between customers and lending institutions to smoothly resolve any concerns.
- Reviewed customer applications closely to identify any opportunities for further development and revenue.
- Educated clients on available lending options, empowering them to make informed decisions.
- Achieved sales goals consistently by tenaciously pursuing new connections and loan opportunities.
ACCOUNT REPRESENTATIVE
Superior Auto/ SAC Finance
06.2021 - 07.2022
- Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
- Contacted customers to assess satisfaction and current needs.
- Kept detailed records of customer interactions for optimal traceability.
- Implemented customized account plans to meet individual client needs.
- Analyzed accounts for delinquencies and other ongoing issues.
- Identified possible at-risk accounts enabling preemptive intervention measures before any loss or dissatisfaction occurred.
- Consistently exceeded quota expectations leading the way among fellow representatives.
- Exceeded sales targets through consistent follow-ups and relationship-building with clients.
- Processed client payments and updated accounts.
Education
No Degree - Accounting
University of Northwestern Ohio
Certification - Dental Assisting
Apollo Adult Center
05.2020
High School Diploma -
Bath High School
05.2014
Certification of Completion - Administration And Medical Office Technologies
Apollo Career Center
05.2014
Skills
- 60 WPM
- EXCEL
- WORD 365
- OFFICE 365
- PHONE COMMUNICATION
- VERBAL SKILLS
- COMPUTER SKILLS
- FILING
- COLLECTING
- CUSTOMER SERVICE
- ATTENTION TO DETAILS
Personal Information
Title: Financial Counselor
Awards
- 300 SCHOLARSHIP FOR BOOKS 2014
- 1ST & 2ND PLACE IN REGIONALS – ADMINISTRATIVE MEDICAL OFFICE
Hobbies and Interests
- Taking adventures
- Playing with my two dogs, Posie and Daisy.
Certification
- CPR
Timeline
Corrections Officer
State Of Ohio Department of Rehabilitations
03.2024 - 05.2024
FINANCIAL COUNSELOR
Coleman Professional Services
05.2023 - 10.2023
LOAN CONSULTANT
Lendmark Financial Services
08.2022 - 05.2023
ACCOUNT REPRESENTATIVE
Superior Auto/ SAC Finance
06.2021 - 07.2022
No Degree - Accounting
University of Northwestern Ohio
Certification - Dental Assisting
Apollo Adult Center
High School Diploma -
Bath High School
Certification of Completion - Administration And Medical Office Technologies
Apollo Career Center
- CPR
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