Oscar Morales

• My job responsibilities were to take incoming calls, go over their tax problems, find a solution for them. Run an investigation that would take roughly about a week before going over a resolution with the client. I was doing about 30 investigations monthly.

• My job responsibilities were to take incoming calls, pull credit reports, go over credit reports in detail. Provide several solutions for them and make sure they would commit to us and showing them a way to get out of debt. Would enroll 2-3 different clients per day.

Contact over 150 potential clients per day (business that Finance when they buy equipment. Pull applicant credit, make sure we could get them approved upon equipment request. Also offer working Capital, pull packets together for pre approval.

Build a solid pipeline with potential prospects, follow ups on daily basis.

• Contact over 100 potential clients ( any business that accepts credit cards) on a daily base. Produce detailed analysis of a company’s merchant processing , including long term impact on savings.Price merchant services in accordance with corporate guidelines and Visa/Mastercard regulations.Provide existing customers fast and efficient customer service, while working an enhanced referral system.

As a series 3 license broker I was responsible of generating new clientele over the phone or in person by attending city events, mixers or chamber of commerce events by establishing a strong bond with prospects.

My duties would also extend in guidance in management of client portfolios that would value 500k plus by applying both technical and fundamental research, also calling back client with their fills once they establish new positions in the market.

In addition to servicing clients and answering questions about their accounts I also research current trends in commodities and delegated new marketing campaigns to generate business by offering promotional material on line.