Regan Meyer

Engage prospective consumers who have requested information regarding debt consolidation options. Review a new clients debt, income, and assets in order to customize plans to prioritize repayment of debts.

• Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt
• Responded to client concerns and questions about credit scores and methods to improve numbers
• Calculated clients' available monthly income to meet debt obligations
• Received and submitted customer payments to further reduce open account balances
• Interviewed clients by telephone or in-person to gather financial information
• Skilled at working independently and collaboratively in team environment
• Self-motivated, with strong sense of personal responsibility
• Proven ability to learn quickly and adapt to new situations
• Worked well team setting, providing support and guidance
• Worked effectively in fast-paced environments
• Managed time efficiently in order to complete all tasks within deadlines
• Demonstrated respect, friendliness and willingness to help wherever needed
• Successful in enrolling clients with top sales productions in debt programs

• Developed strong relationships with customers through high levels of customer service.
• Assisted customers in understanding loan terms and conditions to make informed decisions.
• Originated, reviewed, processed, closed, and administered customer loan proposals.
• Submitted loan applications to underwriter for verification and recommendations.
• Maintained strict confidentiality of bank records and client information.
• Collaborated with other departments to promptly process loan applications.
• Examined customer loan applications for loan approvals and denials.
• Negotiated loan terms to provide favorable outcomes for both customers and lenders.
• Compiled database of loan applicants' credit histories, financial statements and other financial information.
• Assisted customers with completing loan applications and other paperwork.
• Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
• Negotiated loan terms and conditions with customers to secure best deal.
• Proactively identified solutions for customers experiencing credit issues.
• Explained very technical financial information to applicants in easy to understand language.
• Approved loan applications based on customer creditworthiness and provided detailed financial advice.
• Analyzed potential risks and evaluated loan products to identify suitable options for customers.
• Identified opportunities to cross-sell and upsell loan products to customers.
• Advised clients on mortgage, education and personal loans.
• Recommended loan approvals and denials based on customer loan application reviews.
• Top loan officer and sales representative