Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
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Jerrald Belcaries

Dallas

Summary

Loan advisory professional with deep experience in fostering client financial growth and well-versed in risk assessment and loan structuring. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Adept at client relationship management, financial analysis, and regulatory compliance, while maintaining high standards and delivering impactful results. Known for reliability and strategic thinking in fast-paced environments.

Overview

5
5
years of professional experience

Work History

Specialty Servicing Loan Advisor

Bridgecrest Financial
01.2025 - Current

• Manage and respond to inbound and outbound customer inquiries through two-way text messaging, providing timely and effective solutions related to loan payments, account status, and repayment options.

• Work closely with customers in collections to negotiate payment arrangements, discuss settlement options, and guide them through resolving overdue balances while maintaining a customer-centric approach.

• Document all customer interactions and account details accurately in the system, ensuring compliance with company policies, regulatory guidelines, and best practices in debt resolution.

Loan Advisor

Bridgecrest Financial
09.2024 - 01.2025

• Manage and resolve delinquent accounts by contacting borrowers to discuss repayment options and negotiate terms.

• Analyze customer financial situations to offer appropriate solutions, including loan modifications or repayment plans.

• Maintain accurate records of all customer interactions and ensure compliance with company policies and regulatory guidelines in the collections process.

Assistant Store Manager

Journeys
06.2022 - 05.2024
  • Supervised and managed a team of employees, ensuring efficient workflow and high productivity
  • Provided excellent customer service by assisting customers with all their needs
  • Aided in 100% of hiring process by recruiting and training employees
  • Help maintain and clean sales floor, Aid in customer checkout and closing sale

Sales Lead

Aldo
03.2023 - 10.2023
  • Successfully overseen and effectively managed a highly productive team of employees
  • Provided excellent customer service by assisting customers with all their needs
  • Assisted in the hiring process by recruiting and training employees
  • Help maintain and clean sales floor, Aid in customer checkout and closing sale

Retail Sales Associate

Cotton On Group
11.2019 - 08.2020
  • Help maintain and clean sales floor, Aid in customer checkout and closing sale
  • Facilitated the best shopping experience 100% of shift, answering any questions customer may have

Education

Bachelor of Science - Interdisciplinary Studies

Florida Agricultural & Mechanical University
Tallahassee, FL
12.2024

Skills

  • Management Experience
  • Retail Management
  • Overseen Store Sales
  • Cash Register & Bank Deposit Management
  • CPR Certification
  • Microsoft Experience
  • Peer Counseling

Accomplishments

Top Performing Loan Advisor

Oct 2024

Nov 2024

Dec 2024

January 2025

Timeline

Specialty Servicing Loan Advisor

Bridgecrest Financial
01.2025 - Current

Loan Advisor

Bridgecrest Financial
09.2024 - 01.2025

Sales Lead

Aldo
03.2023 - 10.2023

Assistant Store Manager

Journeys
06.2022 - 05.2024

Retail Sales Associate

Cotton On Group
11.2019 - 08.2020

Bachelor of Science - Interdisciplinary Studies

Florida Agricultural & Mechanical University
Jerrald Belcaries