Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Keiarah Thomas

Aurora,CO

Summary

Dynamic Loan Consultant with proven expertise in loan structuring and relationship management at Lendmark Financial Services. Successfully funded over $100,000 in loans monthly by providing tailored guidance and exceptional customer service. Skilled in risk evaluation, I excel at building rapport and resolving client concerns to enhance satisfaction and loyalty.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Loan Consultant

Lendmark Financial Services
10.2024 - Current
  • Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
  • Compiled documentation necessary to successfully fund over $100,000 in loans per month.
  • Built positive relationships with customers by offering best financing and product options for each customer.
  • Managed communications as central point of contact for entire lending process.
  • Handled paperwork and moved between customers and lending institutions to smoothly resolve any concerns.

Patient Line Representative

UCHealth
03.2024 - 10.2024
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.
  • Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
  • Enhanced company reputation by providing exceptional customer service and support.
  • Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Checked patient insurance, demographic, and health history to keep information current.
  • Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
  • Managed high call volumes, directing calls to appropriate departments while maintaining a polite and professional demeanor.
  • Managed multi-line phone system and pleasantly greeted patients.

Assisted Manager

Ilendingdirect
08.2020 - 08.2023
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Reviewed and resolved discrepancies with invoices, working closely with accounting team.
  • Ensured adherence to GAAP principles by consistently reviewing accounting policies and procedures.
  • Supported reporting, accounting and recordkeeping staff with accurate updates regarding shipment information.

Financial Services Specialist

Nordstrom Card Services
08.2017 - 04.2020
  • Evaluated complex financial statements to assess creditworthiness of potential borrowers, mitigating lending risks for the firm.
  • Maintained strict compliance with all regulatory requirements while navigating a constantly evolving financial landscape, ensuring continued operations without legal complications or penalties.
  • Streamlined internal processes for increased efficiency, leading to reduced operational expenses and improved productivity.
  • Developed rapport with customers by understanding their needs and sensitivities around financial matters.
  • Exceeded performance metrics consistently, showcasing dedication to providing exceptional service to cardholders.
  • Strengthened relationships with customers through empathetic listening and effective communication techniques.
  • Enhanced customer satisfaction by efficiently resolving cardholder inquiries and concerns.
  • Took ownership of mistakes and problems until issue resolved to customer's satisfaction.

First Party Collector

DIRECTV
01.2014 - 05.2017
  • Maintained accurate records of customer interactions, payment plans, and collection efforts for streamlined documentation.
  • Developed strong rapport with clients by demonstrating empathy towards their financial circumstances during negotiations.
  • Boosted recovery rates through diligent monitoring of first-party accounts and proactive follow-up on outstanding balances.
  • Collaborated with team members to achieve monthly collection targets consistently.
  • Provided remote assistance to customers experiencing technical difficulties, guiding them through step-by-step resolutions with patience and professionalism.
  • Improved customer satisfaction by providing timely and accurate technical support for various software and hardware issues.
  • Maintained a high level of expertise on company products, ensuring accurate information was provided to customers at all times.
  • Boosted first-call resolution rates with efficient problem-solving skills and deep product knowledge.

Education

Cosmetology -

Pickens Technical College
Aurora, CO
05-2014

Skills

  • Loan structuring
  • Risk evaluation
  • Debt settlement
  • Consumer lending
  • Loan applications
  • Documentation review
  • Relationship management
  • Collateral valuation
  • Loan origination
  • Underwriting
  • Pre-qualification
  • Credit insurance

Certification

Colorado Credit Insurance License

Timeline

Loan Consultant

Lendmark Financial Services
10.2024 - Current

Patient Line Representative

UCHealth
03.2024 - 10.2024

Assisted Manager

Ilendingdirect
08.2020 - 08.2023

Financial Services Specialist

Nordstrom Card Services
08.2017 - 04.2020

First Party Collector

DIRECTV
01.2014 - 05.2017

Cosmetology -

Pickens Technical College

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Keiarah Thomas