Nicholas Pavlik
Aurora,IL
Summary
Proven track record in elevating customer satisfaction and profitability, notably at Northwestern Mutual. Skilled in financial reviews and client servicing, adept at resolving issues to boost account longevity. Demonstrated ability to manage and motivate teams, enhancing performance through effective training and discipline. Achieved a significant increase in client retention through strategic debt management and selling techniques.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
02.2024 - Current
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Met with customers to assess needs, financial status, and eligibility.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
Mortgage Loan Officer
Old Second National Bank
03.2019 - 02.2024
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Reviewed loan files and updated to match current standards.
- Fielded customer complaints and provided solutions.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Negotiated loan terms and conditions with clients to maximize profitability.
Assistant General Manager
Orchard Valley Golf Course
05.2011 - 05.2018
- Resolved problems promptly to elevate customer approval.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Motivated, trained, and disciplined employees to maximize performance.
- Managed team schedule with eye for coverage needs and individual strengths.
Education
Bachelor of Science - Business Administration
Aurora University
Aurora, IL12.2015
Skills
- Client servicing
- Financial reviews
- Selling techniques
- Debt management
Accomplishments
2019 Rookie of the Year Mortgage Sales
Life and Health Insurance lisenced
Licensed in IL 1/2024
Timeline
Financial Representative
Northwestern Mutual
02.2024 - Current
Mortgage Loan Officer
Old Second National Bank
03.2019 - 02.2024
Assistant General Manager
Orchard Valley Golf Course
05.2011 - 05.2018
Bachelor of Science - Business Administration
Aurora University
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