Jimmy Nguyen
Phoenix,AZ
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Has a proven track record of providing financial services to clients and possesses a deep understanding of loan origination and closing. Offers great time management and task prioritization skills with over 10 years of assisting clients and management experience.
Overview
11
11
years of professional experience
Work History
Sales Account Executive
NerdWallet
05.2024 - Current
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Managed a diverse portfolio of accounts to ensure consistent customer satisfaction and loyalty.
- Established close relationships with new small business prospects.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Utilized CRM software to track opportunities, forecast sales accurately, and maintain detailed records of all activities.
Personal Loan Specialist
Prosper Marketplace Inc.
10.2023 - 05.2024
- Educated borrowers on available loan options, empowering them to make informed decisions about their financial future.
- Improved loan approval rates by conducting thorough applicant evaluations and credit assessments.
- Processed loan applications and monitored progress from start to finish.
- Streamlined application processes for increased customer satisfaction and timely loan disbursements.
- Provided exceptional customer service, addressing client inquiries and concerns promptly and professionally.
- Collaborated with management team to develop targeted marketing strategies for personal loan products.
- Developed strong relationships with customers, fostering trust in our services and increasing repeat business.
- Assisted clients with financial planning, offering guidance on debt management and budgeting strategies.
RETAIL STORE MANAGER
MK TECH CENTER - MECHANICALKEYBOARDS.COM
03.2022 - 10.2023
- Improved store sales by implementing effective marketing strategies and attractive visual merchandising.
- Enhanced customer satisfaction through training staff on exceptional customer service practices and conflict resolution techniques.
- Optimized inventory management with regular audits, forecasting demands, and adjusting orders accordingly.
- Increased average transaction value by up-selling products, promoting add-ons, and cross-selling complementary items.
- Developed strong vendor relationships to ensure timely delivery of products while negotiating favorable terms for payments or discounts on bulk purchases.
- Streamlined store operations through implementation of efficient scheduling systems, task delegation, and performance monitoring.
- Optimized store displays and appearance via strategic merchandising.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
LOCAL MARKETING AGENT
BENTO MARKETING AGENCY
08.2021 - 03.2022
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Expanded customer base through effective networking, cold calling, and relationship-building strategies.
- Assisted local business owners expand their clientele and receive increased sales through Facebook ads
- Created ads targeted to specific audience to assist in business growth and lead generation
- Established clear KPIs to ensure agendas and measurement plans.
COLLECTIONS SUB-LEADER
PAYPAL
03.2020 - 08.2021
- Collaborated with other departments to optimize production workflows.
- Streamlined communication among team members, resulting in higher collaboration and faster problem resolution.
- Identified areas for process improvement, leading to increased efficiency in daily operations.
- Assisted management in setting realistic goals, tracking progress, and ensuring deadlines were met consistently.
- Evaluated team performance regularly, providing constructive feedback to help individuals achieve their full potential at work.
- Coordinated training sessions and workshops to enhance skill sets, resulting in increased confidence and competence among team members.
- Mentored new employees, providing guidance on company procedures and best practices to improve overall performance.
COLLECTIONS SPECIALIST
PAYPAL
09.2013 - 03.2020
- Hit metrics with above 140-150 dials/day, low average handle times, high promise-to-pay percentage, and was compliant on all in-bound and out-bound calls
- Prevented impending loss and increase profitability of company through scheduling payment of debt and/or attempt to sell various payment plans to clients and customers
- Top Performer Recognition on many occasions for high metrics and funds collected.
- Reduced delinquency rates by implementing effective collection strategies and maintaining consistent follow-up procedures.
- Improved customer payment compliance through negotiating mutually agreeable repayment plans.
- Streamlined collections process by creating and maintaining detailed records of customer account statuses and communications.
- Maintained compliance with state and federal regulations during all collections activities, ensuring ethical business practices.
- Supported company revenue growth by recovering outstanding debt through diligent monitoring and timely action on delinquent accounts.
- Contributed to positive work environment by providing support, guidance, and expertise to junior team members as they navigated complex collections situations.
Education
Computer Science - Computer Science
ARIZONA STATE UNIVERSITY
Tempe, AZ09.2013
Skills
- Organization
- Adaptability
- Performance Tracking
- Financial Management
- Goal-Oriented
- Workforce Management
- Loan Servicing
- Business Development
Hobbies and Interests
- Tabletop gaming
- 3d printing
- Rock climbing
- Bowling
- Video games
- Model making
- Escape rooms
Timeline
Sales Account Executive
NerdWallet
05.2024 - Current
Personal Loan Specialist
Prosper Marketplace Inc.
10.2023 - 05.2024
RETAIL STORE MANAGER
MK TECH CENTER - MECHANICALKEYBOARDS.COM
03.2022 - 10.2023
LOCAL MARKETING AGENT
BENTO MARKETING AGENCY
08.2021 - 03.2022
COLLECTIONS SUB-LEADER
PAYPAL
03.2020 - 08.2021
COLLECTIONS SPECIALIST
PAYPAL
09.2013 - 03.2020
Computer Science - Computer Science
ARIZONA STATE UNIVERSITY
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