Driven and results-oriented professional with a background at America First Credit Union, excelling in sales and customer service. Leveraged product knowledge and cross-selling techniques to surpass sales targets by a significant margin. Demonstrated exceptional communication skills and reliability, enhancing customer satisfaction and fostering strong relationships.
Overview
5
5
years of professional experience
Work History
Inbound Sales Advisor
America First Credit Union
04.2022 - 01.2025
Developed strong product knowledge to confidently assist customers in making informed purchasing decisions.
Increased sales revenue by consistently meeting and exceeding performance targets.
Successfully resolved escalated customer complaints while maintaining professionalism and adhering to company policies.
Demonstrated adaptability by quickly learning new products, technologies, and sales strategies as required.
Maintained accurate records of all transactions, communications, notes, actions taken related to each client interaction.
Proactively identified opportunities for cross-selling and upselling to maximize revenue generation per transaction.
Exceeded personal monthly performance goals, contributing to the overall success of the sales team and organization.
Worked with multiple means of communication within fast-paced environment.
Consumer Loan Originator
America First Credit Union
08.2019 - 04.2022
Interviewed applicants to assess appropriate loan products based on individual needs and qualifications.
Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
Developed strong relationships with customers through high levels of customer service.
Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
Education
Associate of Arts - Business
Centralia College
Centralia, WA
06-2019
High School Diploma -
Ogden High School
Ogden, UT
05-2017
Skills
Sales
Goal oriented
Cross-selling techniques
Product knowledge
Time management
Multitasking
Reliability
Excellent communication
Self motivation
Timeline
Inbound Sales Advisor
America First Credit Union
04.2022 - 01.2025
Consumer Loan Originator
America First Credit Union
08.2019 - 04.2022
Associate of Arts - Business
Centralia College
High School Diploma -
Ogden High School
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