Jules Hearn

● Provide direct sales and personalized financial guidance to clients seeking mortgage solutions

●Conduct financial analysis to assess clients’ financial situations and recommend suitable mortgage products

● Demonstrate strong leadership and teamwork skills to collaborate with internal teams and address client needs effectively

● Utilize time management to efficiently handle multiple client portfolios and meet individual financial needs

● Successfully implemented data analysis techniques to identify market trends and opportunities

● Utilized several CRM, AI, and Mortgage related softwares to efficiently and effectively complete tasks

● Developed and maintained accurate records of customer accounts and transactions

● Processed financial transactions and maintained accurate records, resulting in the successful completion of the company’s annual audit

● Determined borrower eligibility, determined loan terms and conditions, and prepared loan documents

● Answered incoming calls, maintained client relationships, and resolved customer service issues

● Processed customer payments for vehicle purchases, service, and

rentals using point-of-sale (POS) systems.

● Provided accurate and timely receipts, ensuring compliance with

dealership policies and customer satisfaction.

● Provided exceptional customer service, addressing inquiries and

resolving issues regarding rental terms, vehicle availability, and

insurance coverage.

● Managed inventory, keeping track of fleet vehicles, ensuring proper

maintenance, and reporting any damages or discrepancies.

● Ensured smooth transaction flow and collaborated with other

departments to resolve any payment-related issues.