Ryan Kirkpatrick
Maitland,FL
Summary
Proven achiever with a history at Charles Schwab, enhancing team productivity and customer satisfaction through effective communication and problem-solving. Skilled in client relationship building and workflow management, I consistently exceeded sales targets at OneMain Financial by cultivating a strong referral network. Expert in complaint handling, ensuring high levels of repeat business.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Reporting Security Services
Charles Schwab
03.2020 - Current
- Increased team productivity with effective communication and collaboration strategies.
- Maintained high customer satisfaction standards to meet or exceed targets.
- Managed a high volume of customer inquiries, demonstrating excellent problem-solving skills to resolve concerns quickly.
- Optimized resource allocation through effective scheduling, prioritization of tasks, and delegation of responsibilities among team members.
- Delivered outstanding customer support by providing prompt, courteous assistance during all interactions with clients.
Senior Loan Officer
OneMain Financial
06.2017 - 03.2020
- Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
- Cultivated referral network with clients, car dealerships, and other professionals to generate new business leads.
- Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
- Submitted loan applications to underwriter for verification and recommendations.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
Education
Bachelor of Science - Business Administration
Florida Southern College
Lakeland, FL05.2016
Skills
- Goal-oriented mindset
- Client Relationship Building
- Complaint Handling
- Workflow Management
- Escalation management
- Customer Service
Certification
Securities Industry Exam
2-14 Life &variable Annuity License
Timeline
Client Reporting Security Services
Charles Schwab
03.2020 - Current
Senior Loan Officer
OneMain Financial
06.2017 - 03.2020
Bachelor of Science - Business Administration
Florida Southern College
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