Summary
Overview
Work History
Education
Skills
Accomplishments
Stellor Award 2024
Languages
Small Business Owner
Timeline
Generic
Lorena Torres

Lorena Torres

CSR
San Diego,CA

Summary

Accomplished professional with over two decades of experience in the financial industry, specializing in debt collections and debt program servicing. Proficient in wealth management, estate planning, and investment strategies. Skilled at collaborating with clients from diverse backgrounds and levels of expertise. Committed to assisting clients in achieving their financial objectives through personalized investment plans and reliable financial guidance.

Overview

25
25
years of professional experience

Work History

Financial Advisor

Briteside Solutions
09.2021 - 06.2025
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.

Education

High School -

Hilltop High School
Chula Vista, CA

Masters - Theology

Divinity University
Manhattan, NY
01.2020

Skills

  • Hands-on experience with student loans
  • Strong negotiation abilities
  • Options for consolidation and forgiveness
  • Experienced in task prioritization
  • Experienced with Word
  • Accurint proficiency
  • Experience with Salesforce CRM
  • Excel spreadsheet management
  • Email management
  • Prospective client outreach
  • Customer relationship management
  • Sales performance optimization
  • Operational leadership
  • Skilled in utilizing CRM software
  • Strategic marketing planning
  • Interpersonal relationship development
  • Event coordination
  • Formulating financial plans
  • Retirement strategy development
  • Detail-oriented approach
  • Effective problem resolution
  • Comprehensive financial guidance
  • Strong organizational skills
  • Client support
  • Budget adherence

Accomplishments

  • Collaborated with team of 20 in the development of financial education training.
  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
  • Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
  • Customer Relations - Earned highest marks for customer satisfaction, company-wide.

Stellor Award 2024

A Stellor is a recognized leader embodying core values, symbolized by the Stellor Badge. Derived from "Stel-" meaning to put in order, this term signifies excellence and mentorship. The badge represents the best among us, a guiding force and friend.

Languages

English

Small Business Owner

Entrepreneurial and results-driven small business owner with over 10 years of experience in managing operations, driving revenue growth, and building strong customer relationships. Adept at strategic planning, financial management, and team leadership, with a proven track record of increasing profitability and market presence. Passionate about leveraging business expertise to contribute to a dynamic organization in sales. 

Timeline

Financial Advisor

Briteside Solutions
09.2021 - 06.2025

High School -

Hilltop High School

Masters - Theology

Divinity University
Lorena TorresCSR