Motivated professional eager to embrace new challenges. Demonstrates a strong work ethic and adaptability, complemented by exceptional interpersonal skills. Proven ability to work independently and rapidly acquire new competencies.
Overview
25
25
years of professional experience
Work History
Researcher
Lake Norman Equity LLC
Davidson, NC
04.2024 - Current
Conducted research on foreclosure records to identify relevant information.
Investigated files to gather necessary data for case preparation.
Skip-traced clients to locate and verify contact information.
Contacted clients to discuss case details and requirements.
Facilitated meetings between attorneys and clients to ensure clear communication.
Business Loan Consultant
Securing Capital LLC
Cornelius, NC
03.2018 - 04.2025
Conducted cold calls to clients, developing a personalized client list for targeted outreach.
Assisted clients with understanding loan options and eligibility criteria.
Evaluated credit reports and financial statements to determine loan application viability.
Collaborated with underwriters to assess risk profiles and facilitate loan approvals.
Delivered exceptional customer service throughout the entire loan approval process.
Life Insurance Agent
Insurance & Taxes R Us, LLC
Charlotte, NC
06.2011 - 05.2018
Conducted needs assessments to identify insurance requirements for clients.
Assisted clients in selecting suitable life insurance policies based on individual needs.
Explained policy details and benefits clearly to potential customers.
Educated clients on updates and changes in coverage options.
Prepared personalized quotes tailored to client specifications.
Provided dedicated service through phone, email, and in-person meetings.
Supported customers throughout the selection process for optimal coverage decisions.
Dispatcher
Canteen Vending
Charlotte, NC
06.2005 - 06.2011
Coordinated optimal delivery schedules to enhance route efficiency.
Communicated real-time updates and instructions to drivers for improved performance.
Resolved customer inquiries regarding service issues and delivery timelines.
Collaborated with team members to streamline operational workflows.
Assigned drivers to routes according to specific customer requirements.
Partnered with dispatchers to ensure adherence to efficient delivery schedules.
Collections Account Manager
JP Morgan Chase
Charlotte, NC
01.2000 - 06.2005
Managed client communications and inquiries to enhance customer satisfaction.
Coordinated payment plans for delinquent accounts, improving recovery rates.
Reviewed and updated customer account information to ensure accuracy.
Resolved billing disputes for customers, addressing issues impacting payment ability.
Verified customer information before initiating collections to maintain data integrity.
Responded to inquiries regarding account discrepancies, providing clear explanations.
Conducted outreach to understand reasons for overdue payments and reviewed credit terms.
Contacted customers with delinquent accounts to solicit timely payments.