Marko Issac
Plymouth,MI
Summary
Results-driven loan officer with over 10 years of experience in the financial industry. Demonstrated expertise in assessing client’s financial needs, managing applications and providing tailored solutions. Proven track record of building strong client relationships, growth, and maintaining high levels of customer satisfaction. Analyzing creditworthiness, mitigating risk, and ensuring compliance with regulatory requirements. Committed to delivering excellent customer service and contributing to the financial success of clients and the organization.
Overview
9
9
years of professional experience
Work History
Banker – loan officer
Priority 1 Lending
05.2021 - Current
- Communicates with customers to help them choose the best mortgage loan that suits their needs
- Collect data from customers such as assets, salaries, debts, and employment status
- Verifies information about applicant history with credit bureaus and other agencies so the lender can approve or deny the loan
- Develop referral network, suggest alternate channels and cross-sell products and services
- Operate in compliance with laws and regulations and guidelines
- Licensed in 33 states to conduct business in, negotiate rates and terms with clients based on their credit worthiness and financial eligibility.
Finance Manager / Sales Consultant
Enterprise Holdings
11.2015 - 04.2021
- Establish and reach monthly finance and insurance manager goals for automotive sales, service contracts, customer service, and other key benchmarks
- Assess whether car buyers need financing and payment options before presenting them with appropriate auto finance plans
- Abide by federal, state, and local regulations when preparing paperwork, finalizing financial transactions, setting interest rates, and working with lending institutions
- Manage inventory and processing all deals accurately
- Working directly with customers to explain and recommend financing options, extended warranties, aftermarket products and other options
- Processing applications for vehicle financing and helping customers get approved
- Train, coaching and developing sales team, provide sales knowledge, overcoming objections, maintain perfect customer service and educate sales consultants on available programs
- Schedule sales appointments with current and prospective customers
- Uphold relationships with clients to ensure they remain satisfied, that their questions are answered, and that their needs are met
- Assist clients at the dealership in finding the best vehicle to match their needs.
Education
Bachelor of Business Administration -
Lawrence Technological University
MI05.2015
Skills
- Revit
- Illustrator
- Microsoft Office
- QuickBooks
- Salesforce
- Encompass
- Lodasoft
- Mac & Windows Op Systems
- Prospect Calling
- Customer Service
- Products and Services Knowledge
References
Professional References available upon request
References
References available upon request.
Timeline
Banker – loan officer
Priority 1 Lending
05.2021 - Current
Finance Manager / Sales Consultant
Enterprise Holdings
11.2015 - 04.2021
Bachelor of Business Administration -
Lawrence Technological University
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