Summary
Overview
Work History
Education
Skills
Certification
LANGUAGES
Timeline
WORK AUTHORIZATION
Generic

Nicholas Livingstone

Lower Burrell,United States

Summary

Dynamic and dedicated sales professional with a solid foundation in auto sales and extensive experience as a loan representative, business owner, and have a proven record of salesmanship. I continue to building strong relationships with over 200 business's through effective communication and a genuine passion for helping others. I consistently build strong relationships with teammates, coworkers and I have always been a strong team player. I genuinely love helping others and tailor solutions that are in the best interest of the client while hitting all the goals I am given. I take pride in what I do while bringing an exciting attitude and creating positive energy. Eager to leverage expertise in loan processing, business account management, and client relationship management

skills.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Loan Representative

Dollar Bank
09.2024 - Current
  • Surpass loan goals for the branch,providing solutions to clients over the phone and in person, document prep and organization.
  • Work in a fast paced environment while maintaining confidential files and organizational skills.
  • Maintained a high customer satisfaction rate with thorough communication and timely updates throughout the loan application process.
  • Ensured compliance with federal regulations by staying up-to-date on industry changes and adapting procedures accordingly.
  • Build strong partnerships and business relations with credit card sales
  • Create educational financial literacy, fraud prevention, and budgeting presentations.
  • Processed loan applications and monitored progress from start to finish.
  • Problem solving and creative thinking to maximize loan production and minimizing debt.

Financial Advisor

The Northwestern Mutual Life Insurance Company
11.2022 - 08.2024
  • Financial advisor, run own business, organization, deadlines, submitting notes for audits and schedule meetings with clients for review. Also built pens and made recommendations based on needs of client.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Create wholistic financial plans for clients from start to finish
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Building business relationships through referrals, networking, hosting events, in person presentations and social media exposure.
  • Work with underwriters while scheduling appointments while maintaining calendar, schedules, and emails.
  • Delivered strategic investment advice for individual and corporate clients.

Internet Sales Manager

Spitzer Autoworld
11.2018 - 11.2022
  • Control Lead flow and quick responses. Set appointments, set meetings. Control pricing and appraisals on trade in values. Team leader
  • Increased online sales by implementing effective marketing strategies and optimizing website content.
  • Responded to internet inquiries and phone calls in timely matter.
  • Provided superior and individualized customer service.
  • Boosted customer satisfaction with timely responses to inquiries and personalized follow-up communication.
  • Trained sales staff on company procedures and salesmanship.
  • Monitored competitor activity, adjusting pricing strategies accordingly to maintain a competitive edge in the market.

Education

High School Diploma - Marketing And Advertisement

Belle Vernon Area Highschool
Belle Vernon, Pennsylvania
01.2006

No Degree - Graphic Design/ Animation And Media Arts

Art Institute of Pittsburgh
Pittsburgh, PA
06-2009

Skills

  • Sales Agent

  • Financial Expert

  • Calendar Management

  • Time Management

  • Goal oriented

  • Loan processing

  • Strong problem solver

  • Professional networker

  • Conversation starter

  • Excel/Word/Powerpoint

  • Sales expertise

Certification

Pennsylvania Notary License


LANGUAGES

English

Timeline

Loan Representative

Dollar Bank
09.2024 - Current

Financial Advisor

The Northwestern Mutual Life Insurance Company
11.2022 - 08.2024

Internet Sales Manager

Spitzer Autoworld
11.2018 - 11.2022

High School Diploma - Marketing And Advertisement

Belle Vernon Area Highschool

No Degree - Graphic Design/ Animation And Media Arts

Art Institute of Pittsburgh

WORK AUTHORIZATION

I am authorized to work in the following countries: United States

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Nicholas Livingstone