Jaqueline L Barba
Prospect Park,NJ
Summary
Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 9 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures and customer service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Personal Loan Specialist
One Main Financial
2020.02 - Current
- Provided exceptional customer service, addressing client inquiries and concerns promptly and professionally.
- Collaborated with the sales team to develop targeted marketing strategies for personal loan products.
- Developed strong relationships with customers, fostering trust in our services and increasing repeat business.
- Managed a portfolio of personal loans, monitoring repayment progress and proactively addressing delinquencies.
- Assisted clients with financial planning, offering guidance on debt management and budgeting strategies.
- Achieved high levels of customer satisfaction by consistently exceeding expectations in timeliness of response and issue resolution.
Personal Banker
Wells Fargo
2015.10 - 2019.12
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Personal Sales Consultant
Verizon Fios
2014.10 - 2015.10
- Increased sales revenue by building strong relationships with clients and providing tailored solutions to their needs.
- Maintained detailed records of all client interactions, tracking progress and identifying areas for improvement in the sales cycle.
- Conducted product demonstrations for prospective clients, showcasing features and benefits tailored to their specific requirements.
- Consistently exceeded monthly sales targets by implementing effective prospecting strategies and maintaining a high level of client engagement.
- Improved overall team performance by sharing best practices, providing mentorship, and participating in regular training sessions.
Education
High School Diploma -
Landstown High School
Virginia Beach, VA06.2009
Skills
- Adaptability
- Active listening
- Time management
- Analytical thinking
- Computer proficiency
- Customer Relations
- Telephone etiquette
- Client relationship management
Certification
Life insurance Licence
Languages
Spanish
English
Timeline
Personal Loan Specialist
One Main Financial
2020.02 - Current
Personal Banker
Wells Fargo
2015.10 - 2019.12
Personal Sales Consultant
Verizon Fios
2014.10 - 2015.10
High School Diploma -
Landstown High School