Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
37
37
years of professional experience
4
4
years of post-secondary education
Work History
Client Care Specialist/Educator Assit. Team Lead
Finance Of America Reverse
Carmel, IN
03.2020 - 11.2022
Responded to all client inquiries and asked appropriate questions to facilitate resolution.
Verified basic needs are being met, providing navigation assistance for various benefits and available services.
Advocated for and acted as liaison to other community-based providers and resources and other benefits, housing, vocation training and employment opportunities.
Provided suggestions for process, application or documentation improvement.
Answered customer questions via telephone, email and live chat
services.
Training the Educator Department in areas of upfront resistance and gathering pertinent information for the Loan Officer to proceed to selling the loan.
Created new departments and processes to handle client issues that were not being handled in the client's best interest in servicing.
Loan Officer NMLS# 1626303
Finance Of America Reverse
Carmel, IN
03.2017 - 03.2020
Examined customer loan applications for loan approvals and denials.
Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Advised clients on mortgage, education and personal loans.
Monitored pipelines to track and log status of loans.
Sales Manager
Coast To Coast Imports
Fishers, IN
02.2015 - 03.2017
Interpreted sales and pricing policies to departmental personnel and customers.
Targeted and prospected for new business through telemarketing, individual creativity and innovation.
Recruited and hired top-level talent to add value and expertise to sales department.
Reviewed customer service agreements for terms and conditions pricing and accuracy.
Met with clients, delivering presentations and educating on product and service features and offerings.
Resolved customer issues quickly to close deals and boost client satisfaction.
Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
Sales Manager/Automotive Finance Manager
Lockhart Automotive Group
Indianapolis, IN
02.1997 - 02.2015
Established and cultivated solid business relationships with new or existing customers.
Reviewed customer service agreements for terms and conditions pricing and accuracy.
Interpreted sales and pricing policies to departmental personnel and customers.
Evaluated performance against goals and implemented appropriate development plans.
Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
Promoted continuing education opportunities for sales team to bolster skills and add value to department.
Met with clients, delivering presentations and educating on product and service features and offerings.
Store Manager
Remco/Rent A Center
Indianapolis, IN
10.1995 - 02.1997
Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
Promoted team collaboration, performance and efficiency by fostering healthy environments focused on mutual success.
Set effective store schedules based on forecasted customer levels, individual employee knowledge and service requirements.
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
District Sales Manager
Indianapolis Newspapers, Inc
Indianapolis, IN
03.1992 - 10.1995
Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
Devised strategies for retaining accounts, delivering polished sales presentations and promoting brands and products.
Contracting of independent contractors, training in the areas of customer service, and retention, outside sales, and billing.
Store Manager
Sherwin Williams
Carmel, IN
07.1985 - 03.1992
Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget.
Performed statistical analyses to gather data for operational and forecast team needs.
Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
Promoted team collaboration, performance and efficiency by fostering healthy environments focused on mutual success.
Protected store from loss or theft by setting and enforcing clear security policies.
Prepared annual budgets with controls to prevent overages.
Education
Bachelor of Science - Business Management With Minor in Communications
Marian University
Indianapolis, IN
08.1981 - 05.1985
Skills
Quality assurance
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Timeline
Client Care Specialist/Educator Assit. Team Lead
Finance Of America Reverse
03.2020 - 11.2022
Loan Officer NMLS# 1626303
Finance Of America Reverse
03.2017 - 03.2020
Sales Manager
Coast To Coast Imports
02.2015 - 03.2017
Sales Manager/Automotive Finance Manager
Lockhart Automotive Group
02.1997 - 02.2015
Store Manager
Remco/Rent A Center
10.1995 - 02.1997
District Sales Manager
Indianapolis Newspapers, Inc
03.1992 - 10.1995
Store Manager
Sherwin Williams
07.1985 - 03.1992
Bachelor of Science - Business Management With Minor in Communications
Marian University
08.1981 - 05.1985
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