Jacob Edwards

Glendale,AZ

Summary

Professional in financial services industry with focus on loan management and client support. Adept at analyzing financial data to provide effective loan solutions. Recognized for strong team collaboration and adaptability in dynamic environments. Known for excellent communication and problem-solving skills.

Overview

years of professional experience

Work History

Auto Loan Representative

Chase Auto Finance

Phoenix, AZ

03.2025 - Current

Support end to end loan applications efficiently by reviewing and verifying financial and customer documentation, ensuring accuracy, completeness, and compliance with company policies, procedures, and applicable regulatory requirements. Coordinate with internal teams to resolve discrepancies, meet processing timelines, and maintain high standards for data integrity and customer confidentiality.
Process customer loan payments over the phone while maintaining accuracy, confidentiality, and a high standard of customer service.
Manage client inquiries by providing accurate information on financing options, deferments, and auto loan programs, enabling customers to make informed decisions and submit complete and accurate loan information for current or prospective auto loans.

Manager | Project Team

Best Buy

Phoenix, AZ

05.2021 - 11.2025

My duties as a manager is to oversee the day to day business and making sure we hit our goals and providing the necessary knowledge to my team so we can accomplish them efficiently. While ensuring our company achievements are top priority for my position I also find it very important to create a culture of inclusiveness making a great experience for co-workers.
Experience in training and mentoring sales team members to improve their product knowledge, sales techniques, and customer interaction skills. Focused on building confidence and self-sufficiency in the team, ensuring they were equipped to engage clients effectively and meet sales goals.
Oversaw inventory control, ensuring stock levels were maintained, items were properly labeled, and inventory was accurately tracked. Led regular stock audits and managed warehouse organization to reduce discrepancies and minimize stock-outs.

Education

Associate of Science - Medical field

Glendale Community College

05.2026

Skills

Communications: I have extensive experience participating in both in-person meetings and virtual communications through company platforms, such as Microsoft Teams, Excel, One Note and PowerPoint This has equipped me with a comprehensive understanding of how to effectively navigate and utilize various organizational communication systems
Documentation review: Perform detailed documentation reviews to verify accuracy, consistency, and alignment with internal policies and procedural standards Identify discrepancies, recommend updates, and ensure confidential documents are reviewed and managed with discretion and professionalism

Loan Servicing: Support end to end auto loan processing by reviewing and validating financial documentation, confirming customer eligibility, and ensuring strict adherence to internal policies Process customer loan payments over the phone while maintaining accuracy, confidentiality, and a high standard of customer service
Sales: Experienced in both in-person and remote sales, including phone and email interactions, with a strong ability to build rapport and establish meaningful connections with customers

Websites

www.linkedin.com/in/jacobedwards2001

Timeline