Salesforce
Lauren Pestano
St. George,UT
Summary
Service-oriented client solutions specialist dedicated to helping clients gain financial freedom through education, support and proactive management strategies. Well-versed in different strategies to reduce and control debt and proficient in teaching clients how to take control and prevent further problems. Analytical in helping clients break down and understand financial problems to empower change.
Overview
4
4
years of professional experience
Work History
Debt Consultant
Symple Lending
05.2023 - Current
- Assessed clients' overall financial situations by reviewing income, expenses, and credit reports
- Conducted intake interviews with potential clients to determine eligibility for credit counseling services
- Developed personalized debt management plans for clients based on their unique financial situations
- Provided guidance on credit repair strategies to help improve clients' credit scores over time.
Debt Consultant
Americor
09.2021 - 04.2023
- Helped clients improve future behaviors by developing debt management and spending plans to keep individuals within personal limits
- Determined how best to meet clients' debt obligations by calculating factors such as available income and interest rates
- Assisted clients with consolidating or reducing debt by coordinating loans or negotiating pay-off amounts
- Developed personalized debt management plans for clients based on their unique financial situations.
Telemarketer
Select Home Improvements
01.2020 - 09.2021
- Contacted potential customers by telephone to sell products, services, or schedule appointments
- Developed leads by cold calling potential clients
- Stayed current on new products or services offered by company in order to effectively pitch them during sales calls
- Performed research on potential clients prior to making outbound calls
- Followed clearly defined conversion management best practices to meet targets.
Skills
- Empathy and Understanding
- Debt Consolidation
- Budget Planning
- Active Listening
- Client assessment
- Time Management
- Customer Service
- Financial Analysis
Certification
IAPDA Certification
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteAccomplishments
As a Certified Debt Consultant, I consistently enrolled $850k-$1.3million in qualifying debt monthly and was recognized as a top performer.
Software
Microsoft Teams
Timeline
Debt Consultant
Symple Lending
05.2023 - Current
Debt Consultant
Americor
09.2021 - 04.2023
Telemarketer
Select Home Improvements
01.2020 - 09.2021
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