Liliana Batista
Margate,FL
Summary
Consistently exceed sales goals throughout multiple positions and in different lines of business
Provide mentorship for teammates in a variety of ways as to assist management and enhance collective performance and productivity
Produce effective results by using strong critical thinking skills
Overview
2026
2026
years of professional experience
Work History
Sales Associate
Nationwide Loan Consultants
Pompano Beach, FL
2024 - Current
- Developed and maintained strong relationships with clients to enhance customer satisfaction.
- Facilitated loan processing by accurately gathering and verifying client information.
- Guided clients through loan options, ensuring informed decision-making and compliance with regulations.
- Collaborated with team members to streamline sales strategies, improving overall performance.
- Analyzed client feedback to refine service offerings and address specific needs effectively.
- Built relationships with customers to encourage repeat business.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
Client Advisor
Medical Air Services Association
06.2024 - 12.2024
- Analyze sales data to identify trends and areas for improvement.
- Collaborate with other sales team members to share insights and strategies.
- Develop and maintain strong relationships with new and existing clients.
- Follow up with clients post-sale to ensure satisfaction and explore opportunities for upselling.
- Handle objections and answer queries to move prospects through the sales funnel.
- Identify and reach out to potential clients through phone calls, emails, and other digital communication methods.
- Manage and update customer information in CRM systems.
- Meet or exceed monthly and quarterly sales targets.
- Present and demonstrate the company’s services effectively to potential customers.
- Qualify leads by assessing their needs, budget, and decision-making process.
- Track sales activities and outcomes, preparing regular reports for management.
- Understand clients' needs and recommend appropriate solutions.
- Work closely with the marketing team to align on lead generation strategies and promotional campaigns.
Senior Solutions Advisor
Consolidated Credit Solutions
06.2023 - 06.2024
- Analyze and review existing debts and other financial obligations to make appropriate recommendations for creating realistic budgets to manage their finances and avoid future debt or budget issues.
- Conduct thorough financial assessments for clients to understand income, expenses, debts, and overall financial capacity.
- Develop and recommend budget management plans to ensure success repaying debts in an efficient and affordable manner.
- Provide guidance on how to effectively improve creditworthiness by accurately reconciling expenses and budgeting principles.
- Use in-depth legal compliance knowledge to provide honest and realistic expectations for clients to independently manage their financial security.
- Working with clients to discover solutions to overcome deficits in their current budget.
Enrollment Specialist
Turbo Debt
10.2022 - 06.2023
- Advise clients on the best strategies and work with them to identify expected results.
- Always maintain strict confidentiality as Enrollment Specialists handle sensitive financial information and identification documents.
- Be empathic with clients, providing a human touch to all customer interactions
- Field live inbound calls, scheduled appointments for future calls and follow up with client’s regarding their inquiry for debt-consolidation / debt relief programs.
- Financially assess client’s eligibility for acceptance into debt-consolidation / debt relief programs available and refer to appropriate resolution.
- Follow-up with client after the debt solution plan has been implemented to inform them on the next steps.
- Work with management to negotiate solutions with creditors on outstanding client debt.
Loan Specialist/Consultant
Loan Depot
11.2018 - 10.2022
- Experience in managing mortgage loan products pipeline with routine communications via phone and email.
- Perform Mortgage loan origination averaging $700,000.00 in funded loans per month.
- Point of contact for borrowers and realtor partners to ensure timely closings.
- Remain up to date with federal regulations and standards to ensure compliance.
- Supported a team of 17 loan officers to facilitate underwriting approvals based on Fannie Mae, Freddie Mac, Ginnie Mae and FHA guidelines.
- Work with potential borrowers on evaluating credit, assist with increasing credit scores and otherwise preparing buyers for homeownership.
- Work with realtor partners to convert renters into buyers using down payment assistance programs, maximize sales, deepen relationships, and generate new business.
Branch Mortgage Loan Coordinator
Bank of America Home Loans
05.2015 - 10.2018
- Experience in pre-underwriting, analyzing reports, identifying documentation required to meet mortgage loan underwriting standards, providing support to all staff members on systems, guidelines and procedures.
- Identified bottlenecks and ways to improve up front processing to ensure the smoothest and fastest experience for clients.
- Interfaced with several individual Mortgage Loan officers to maintain procedural and operational excellence.
Skills
- Client interaction
- Cross-selling techniques
- Client retention strategies
- Consultative selling
Languages
Spanish
Native or Bilingual
Timeline
Client Advisor
Medical Air Services Association
06.2024 - 12.2024
Senior Solutions Advisor
Consolidated Credit Solutions
06.2023 - 06.2024
Enrollment Specialist
Turbo Debt
10.2022 - 06.2023
Loan Specialist/Consultant
Loan Depot
11.2018 - 10.2022
Branch Mortgage Loan Coordinator
Bank of America Home Loans
05.2015 - 10.2018
Sales Associate
Nationwide Loan Consultants
2024 - Current