JULIA PENGRAZI
Oshkosh,USA
Summary
Experienced Loan Consultant with a proven track record in delivering exceptional customer service, managing loan applications, and ensuring successful loan funding. Builds strong relationships with clients and provides personalized insurance solutions to meet their financial needs. Skilled in driving revenue growth through strategic customer engagement and loyalty-building initiatives.
Overview
3
3
years of professional experience
Work History
Loan Consultant
Lendmark Financial
02.2024 - Current
- Reviewed customer applications closely to identify any opportunities for further development and revenue.
- Built positive relationships with customers by offering best financing and insurance options for vehicle and personal loans.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
Finance & Insurance Specialist
Team Winnebagoland
10.2022 - 02.2024
- Collaborated with lenders and underwriters to secure favorable terms and insurance options that adhere to customer needs
- Maintained organization and security of customer records while preparing loan documents for origination
- Streamlined reporting processes to improve accuracy and efficiency of the department
Sales Advisor
Bergstrom Enterprise
11.2021 - 10.2022
- Leveraged CRM system to manage sales activities and track sales performance
- Developed customized sales techniques to successfully sell and upsell services to new and existing customers
- Demonstrated product features to align with customer needs
Education
High School Diploma -
Appleton North High School
Appleton, WI05-2018
Skills
- Insurance Expertise
- Client Account Management
- Prospecting Skills
- Regulatory Compliance
- Loan origination
- Business development
- Loss mitigation
- Risk evaluation
- Financial assessment
Websites
References
- Wendy Tesch, Investment Concepts Inc., (920) 850-7092
- Colleen Klokow, Team Winnebagoland LLC, (920) 379-1973
Timeline
Loan Consultant
Lendmark Financial
02.2024 - Current
Finance & Insurance Specialist
Team Winnebagoland
10.2022 - 02.2024
Sales Advisor
Bergstrom Enterprise
11.2021 - 10.2022
High School Diploma -
Appleton North High School
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