Melvin Correa

Managed a high‑volume pipeline of small‑to‑mid‑size business clients, ensuring all account documentation, service agreements, and financial information were accurate and complete before submission.

Conducted detailed needs analyses with business owners, gathering operational and financial data to determine appropriate service packages — experience directly transferable to loan intake and borrower qualification.

Maintained strict compliance with company policies, data privacy standards, and verification procedures.

Coordinated with internal departments (provisioning, billing, technical support) to resolve discrepancies, accelerate approvals, and ensure smooth onboarding.

Consistently exceeded sales and retention targets through strong relationship‑building, clear communication, and proactive follow‑up.

Utilized CRM systems to track client interactions, update records, and maintain accurate documentation for audits and internal review.

Recognized for accuracy, attention to detail, and ability to manage multiple accounts simultaneously without sacrificing quality.