Robert Sicilia
North Providence,RI
Summary
Driven associate with track record in planning and sales. Demonstrating strong interpersonal skills and exceptional service throughout sales and planning process.
Overview
8
8
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
Smithfield, RI
03.2023 - Current
- assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
Loan Consultant
Crosscountry Mortgage
Quincy, MA
07.2019 - 11.2022
- Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
- Educated customers about loan options, benefits and restrictions.
- Built and maintained positive relationships with customers and referral sources to retain and increase business
- Managed communications as central point of contact for entire lending process.
- Generated numerous valuable leads through outbound phone calls to local consumers and businesses.
- Compiled documentation necessary to successfully fund loans.
- Worked with processing department to successfully submit and finalize applications for loans.
- Assisted senior-level credit officers with complex loan applications.
- Created and managed social media content and pages to further educate clients and agents as well as increase our presence in the market
- Assisted with the booking and presentation of Home Buying Seminars across New England
- Managed JR LOA's to help manage their pipeline and resolve difficult situations
- Found and made initial contact to high producing realtors to set up lunch/coffee meetings for our business development executive
- Assisted buyers agents with offers and negotiations, verified pre-approvals and offers with listing agents once offer was made.
- Updated clients, listing and buyers agents weekly on the status of their loans.
Lead Verification Agent
Prosper
Phoenix, AZ
01.2017 - 05.2017
- Verified client information by analyzing existing evidence on file to calculate income and verify employment
- Copied, logged, and scanned supporting documentation
- maintained our Customer Relationship Management data base.
- Acted as subject matter expert, answering internal and external questions and inquiries.
Administrative Assistant
Mortgage Master
Walpole, MA
05.2016 - 12.2016
- Analyzed departmental documents for appropriate distribution and filing
- Verified data integrity and accuracy
- assisted in the scheduling of events such as new hire organizations
- Handled client correspondence and tracked records to foster office efficiency.
- Scheduled office meetings and client appointments for staff teams.
Education
High School Diploma -
05.2015
No Degree - Entrepreneurship
Arizona State University
Skills
- Corporate Financial Statements
- Complaint Handling
- Application Reviews
- Customer Relations
- Financial Transactions Expertise
- Automated Underwriting Systems
- Financial History Analysis
- Motivational Techniques
- Referral Network Development
- Strategic Financial Planning
References
References available upon request.
Timeline
Customer Relationship Advocate
Fidelity Investments
03.2023 - Current
Loan Consultant
Crosscountry Mortgage
07.2019 - 11.2022
Lead Verification Agent
Prosper
01.2017 - 05.2017
Administrative Assistant
Mortgage Master
05.2016 - 12.2016
High School Diploma -
No Degree - Entrepreneurship
Arizona State University
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