Natalia Kapustin

• Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
• Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
• Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
• Generated new business with marketing initiatives and strategic plans.
• Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.

• Provided exceptional customer service to students and parents by answering questions related to financial aid programs, application processes, deadlines, and award notifications.
• Established relationships with external agencies to secure additional funding opportunities for students in need of assistance.
• Implemented data-driven strategies for improving the effectiveness of outreach efforts to prospective students about available resources.
• Improved financial aid processes by streamlining application procedures and implementing new software tools.
• Reduced processing time for financial aid applications by optimizing workflows and implementing automated processes.

Ensured proper loan and collateral documentation by staying abreast of and interpreting various laws, regulations, policies, and procedures of loan documentation.

• Obtained all necessary collateral reports and information required to meet the terms and conditions of credit approval and of government agency requirements.

• Processed government guaranteed business loans in preparation for closing within expected service levels.

• Worked with UCC secured, titled collateral, commercial real estate, construction, refinance, and business acquisitions.

• Prepared all documentation necessary to properly close and document government guaranteed business loans.

• Ensured loans are closed, documented, and disbursed in compliance with SBA/USDA regulations.

• Monitored and sometimes directs monetary disbursements as well as involvement in post-closing quality control.

• Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
• Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
• Enhanced customer relationships with personalized service and addressing individual concerns promptly.
• Collaborated with team members to achieve sales targets and improve overall branch performance.