Problem-solving professional trained in customer service methods and sales techniques. Adaptable and versatile with a willingness to learn. Looking to contribute to the success and well-being of others.
Overview
15
15
years of professional experience
Work History
Loan Officer
Treehouse Mortgage Group
Monterey, CA
08.2020 - 06.2022
Collect and analyze client information pertaining to debts, income, and assets.
Assist clients in selecting loan products that are specific to their personal situation and goals.
Proactively identified solutions for customers experiencing credit issues.
Tailored long term and short term goals/plans for first time home buyers.
Coordinate with title and escrow.
Hands on communication with processing and underwriting to ensure expeditious close of loans.
Developed and maintained relationships with local real estate agents.
Restaurant Server
Crown And Anchor British Pub
Monterey, California
11.2006 - 06.2020
Engaged in friendly conversation with guests to build rapport and facilitate repeat business.
Checked identification to enforce the age requirement for alcoholic beverages.
Established and maintained apositive team environment.
Engaged in suggestive selling by promoting items on beverage lists and restaurant specials.
Prepared and maintained inventory records.
Trained incoming staff on the restaurant's practices, culture, and procedures to maximize job satisfaction and productivity.
Applied communication and problem-solving skills to resolve customer complaints and promote long-term loyalty.
Assigned work tasks and coordinated activities of dining room personnel to deliver prompt, courteous service to patrons.
Education
Associates Of Applied Science - Paralegal Studies
Purdue University
Online
Skills
Attention to detail
Ability to multitask
Clear verbal communication
Positive attitude
Customer service experience
Training and presentations
Training and mentoring
Team collaboration
Timeline
Loan Officer
Treehouse Mortgage Group
08.2020 - 06.2022
Restaurant Server
Crown And Anchor British Pub
11.2006 - 06.2020
Associates Of Applied Science - Paralegal Studies
Purdue University
Similar Profiles
Michael PalmerMichael Palmer
NAM at TreeHouse Sales and Solutions & Harvest GroupNAM at TreeHouse Sales and Solutions & Harvest Group