Richard Lee
Monroe,NC
Summary
Results-driven professional with over 10 years of experience in sales and customer service. Proven track record in building strong client relationships and delivering exceptional service. Highly adaptable with extensive knowledge of various CRM systems, leveraging technology to enhance customer interactions and streamline processes. Recognized for strong communication skills and the ability to resolve issues effectively, ensuring customer satisfaction and loyalty. Committed to continuous improvement and contributing to team success.
Willing to relocate: Anywhere
Overview
10
10
years of professional experience
1
1
Certification
Work History
Loan Officer
OneMain Financial
Monroe, NC
09.2025 - Current
- Evaluated loan applications to determine creditworthiness and financial eligibility.
- Advised clients on loan products, terms, and conditions to align with their financial needs.
- Conducted thorough financial analyses to assess risk and ensure compliance with lending policies.
- Developed tailored loan solutions for customers, enhancing client satisfaction and retention.
Inside Sales Representative
Niagara Machine Inc
Charlotte, NC
07.2023 - 09.2025
- - Manage high-volume inbound and outbound calls, providing product education and closing sales.
- - Build and maintain strong client relationships, ensuring satisfaction through ongoing support.
- - Negotiate pricing, assess customer needs, and provide tailored equipment recommendations.
- - Leverage CRM tools to document interactions and manage pipeline activities.
- Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
Sales Consultant
Drive Time Automotive Group
Savannah, GA
04.2022 - 06.2023
- - Guided customers through the loan and vehicle purchase process, offering financing solutions.
- - Overcame objections and provided clear product/loan information to build trust and close sales.
- - Qualified buyers through need analysis and communicated across phone, email, and in-person channels.
- - Maintained compliance with finance and documentation protocols.
Assistant Store Manager
Luxottica (Oakley)
Pooler, GA
12.2020 - 04.2022
- - Led a sales team to exceed goals, resolved customer issues, and optimized in-store operations.
- - Trained staff on sales tactics, customer engagement, and operational compliance.
- - Managed customer escalations, significantly improving satisfaction and loyalty.
Retail Sales Consultant & Union Representative
AT&T Corporate Store
Savannah, GA
10.2015 - 12.2020
- - Provided personalized wireless and financing solutions, consistently exceeding sales goals.
- - Handled complex customer inquiries across multiple channels, ensuring retention and satisfaction.
- - Represented peers in union matters while maintaining full sales responsibilities.
- - Excelled in a high-pressure, commission-based environment using point-of-sale and CRM systems.
Education
High school diploma -
Fairfield High School
Fairfield, OH06-2011
Skills
- Relationship building and management
- Financial advising
- Documentation review
- Sales closing
- Contract preparation
- Explaining service options
- Inventory tracking and management
- Product knowledge expertise
- Management team building
- Technical skills
- Product demonstrations
- POS system operation
Certification
- Non-CDL Class C
- Driver's License
Timeline
Loan Officer
OneMain Financial
09.2025 - Current
Inside Sales Representative
Niagara Machine Inc
07.2023 - 09.2025
Sales Consultant
Drive Time Automotive Group
04.2022 - 06.2023
Assistant Store Manager
Luxottica (Oakley)
12.2020 - 04.2022
Retail Sales Consultant & Union Representative
AT&T Corporate Store
10.2015 - 12.2020
High school diploma -
Fairfield High School