Prateek Munikuntla
Lawrence,NJ
Summary
Service - oriented financial services associate who possesses strong communication, problem-solving, and multitasking skills. Over 5 years of experience in financial services addressing customer requests and concerns. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Services Representative
UBS Financial Services
Weehawken, NJ
10.2022 - 09.2023
- Educated over 4,700 clients on account services and resolved client inquiries regarding statement information and account balances.
- Discussed financial options with clients and provided informed suggestions.
Loan Specialist
Small Business Administration
Remote, NJ
08.2020 - 05.2022
- Gave recommendations for approval or denial for over 1,500 Small Business loan applications.
- Prepared documents for underwriting by ensuring accuracy of loan applications and submitted documents.
Sales Representative
The Credit Pros Intl
Newark, NJ
06.2016 - 12.2019
- Enrolled over 600 clients into credit repair & restoration service.
- Generated approx $180,000 total in sales revenue.
- Achieved over $11,000 in sales revenue during Q1 of 2017.
- Ranked in top 5% of company in client retention.
- Ranked in top 5% in client satisfaction.
Education
Bachelor of Science - Marketing
New Jersey Institute Of Technology
Newark, NJ05.2020
Skills
- Interpersonal communication
- Information Gathering
- Financial History Reviews
- Analytical and Critical Thinking
- Project Coordination
- Time Management
- Superior Organizational Skills
- Goals and Performance
- Professional telephone demeanor
- Interpersonal and client communications
- Analytical problem solver
- Financial planning
Accomplishments
- Generated approx $180K in sales revenue at The Credit Pros
- Educated over 4,500 clients at UBS on Employee Stock Purchase Plans
- Passed SIE at UBS during busiest time of the year(Tax Season)
- Average client retention rate of six months at The Credit Pros
- Lowest # of client complaints on sales team for 24 months in a row
- Ranked top 50 out of all representatives at UBS Weehawken in metrics in Q1 of 2023
Entrepreneurial projects
- Founded and ran Top Tier Tutoring
- Business Development Specialist at Prima Group
- Founded and led a team of volunteers that raised over $15,000 in donations for Oxygen for India
Affiliations
- Beta Gamma Sigma (International Business Honors Society)
- Inducted for high scholastic achievement
Certification
- SIE - Security Industry Essentials
- Bloomberg Market Concepts
Additional Information
- Proficient in Salesforce, Rapid, Hubspot & several other CRM's
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Client Services Representative
UBS Financial Services
10.2022 - 09.2023
Loan Specialist
Small Business Administration
08.2020 - 05.2022
Sales Representative
The Credit Pros Intl
06.2016 - 12.2019
Bachelor of Science - Marketing
New Jersey Institute Of Technology
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