Talented, result-focused professional, armed with broad-based skills and over 30 years of extensive experience in Sales, Management, and Customer Service. Recognized for high productivity and achieving organizational goals.
Overview
27
27
years of professional experience
Work History
Consumer Loan Officer
Georgia's Own Credit Union
03.2022 - 01.2025
Achieved 184% of weighted loan goals years 2022-2024 by building relationships and providing financial counseling to member as part of the lending process, helping them understand their borrowing options.
Top Ancillary product Loan Officer years 2023 & 2024 by packing loan protection packages, selling at loan closing.
Contribute to building a positive team spirit using “skits”, “dad jokes”, and theme chats.
Loan Consultant of the year 2023 & 2024 by asking questions, reviewing member's credit history, to cross-sell and upsell loan products to members. .
Personal Loan Specialist
One Main Financial
01.2021 - 11.2021
Process and Underwrite Personal Loan applications including first-time borrowers, self-employed applicants, and borrowers with problematic credit histories for Secured and Unsecured Loans.
Average 160 to 220 calls daily for Application processing, Collections, and Solicitation calls.
Utilize Customer Service and Sales skills to exceed sales benchmarks, resulting in 138% increase over expected sales targets 8 consecutive months in a row.
Customer Relations Manager
Progressive Insurance
07.2018 - 04.2019
Serve as resource to team members to promote productivity, and friendly customer service.
Assisting customers with Insurance needs, processing renewals, cancellations,reinstatements, and payments.
Interpreting and using company guidelines to provide accurate and appropriate information to answer questions,troubleshoot issues, and resolve customer complaints.
Relationship Manager
Bank of America
01.2016 - 07.2018
Exceeded sales goals by 112% over 18-month period.
Alert the sales team to opportunities for further sales within key clients.
Obtain referrals and increase sales through effective questioning and inquiring about clients “Life Priorities”.
Branch Manager II
InTouch Credit Union
09.2013 - 05.2015
Educated customers on the variety of loan products and credit options. Exceed loan sales goals by 182%.
Coached and developed a staff of 7 in Sales, Customer Service, and Branch Operations to branch success.
Top rated Sales and Service Manager for Las Vegas, Nevada District.