Kara Thevenote
Pollock,LA
Summary
Results-driven manager with a proven track record in customer service and financial analysis. Expertise in evaluating financial information and training new hires to ensure operational success.
Overview
12
12
years of professional experience
Work History
Manager
PH Financial
Alexandria, LA
11.2015 - Current
- Monetarily preparing the store for business
- Ensuring customers have what they need to obtain a loan
- Evaluating customers' financial information to determine eligibility
- Running all delinquent customers' debit cards
- Taking payments
- Setting up ACH transactions
- Proper cash handling
- Reporting data to Teletrack
- Internal/External Marketing
- Performing End of the Month tasks
- All Cleaning and minor maintenance
- Interviewing/Training New Hires
- Ensuring the integrity and productivity of Assistant Manager
Loan Officer
Check Point
Alexandria, LA
10.2014 - 11.2015
- Reviewed credit reports and performed financial analysis for informed decision-making.
- Reviewed credit reports and analyzed financial data to support sound lending decisions.
- Advised clients on suitable loan products and terms based on individual circumstances.
- Collaborated with clients to identify financial needs and set realistic loan objectives.
- Educated customers on a variety of loan products and available credit options to promote valuable decision-making.
- Maintained accurate records of loan transactions and client communications.
- Provided exceptional customer service throughout the loan process journey.
Education
Psychology
LSUA
Alexandria, LASkills
- Customer relationship management
- Client relationship management
- Data entry accuracy
- Staff performance management
- Effective communication
- Financial analysis techniques
- Typing speed 56 wpm
Timeline
Manager
PH Financial
11.2015 - Current
Loan Officer
Check Point
10.2014 - 11.2015
Psychology
LSUA