Ryan Milner
Coconut Creek,FL
Summary
Business Service Specialist with expertise in financial solutions. Proven ability to analyze customer data and enhance service quality through effective communication and teamwork. Skilled in CRM software and maintaining strong client relationships, ensuring tailored financial strategies that meet diverse business needs.
Overview
8
8
years of professional experience
Work History
Business Service Specialist
Newtek Small Business Finance
07.2024 - 04.2025
- Worked directly with small business owners helping them understand what they qualify for and encouraging them on which financial products best fits their needs.
- Adapted quickly to new software tools for managing customer requests and data entry.
- Participated in training sessions to develop product knowledge and service skills.
- Documented customer interactions to ensure follow-up and service quality improvement.
Senior Associate
Janover
10.2023 - 06.2024
- Worked directly with clients in need of business financing and helped place them with financial institutions that best fit their needs.
- Managed client relationships, providing expert advice on financial strategies and solutions.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Analyzed customer data to identify trends and anticipate customer needs.
Business Service Specialist
Newtek Small Business Finance
08.2017 - 03.2023
- Worked directly with small business owners helping them understand what they qualify for and encouraging them on which financial products best fit their needs.
- Adapted quickly to new software tools for managing customer requests and data entry.
- Participated in training sessions to develop product knowledge and service skills.
- Documented customer interactions to ensure follow-up and service quality improvement.
Education
Bachelor of Arts - Business Administration
Coker College
Hartsville, SC05-2017
Skills
- Industry expertise
- CRM software
- Financial acumen
- Teamwork
- Customer service
- Time management
- Attention to detail
- Computer skills
- Calm and professional under pressure
Accomplishments
Played on the Coker College Baseball team as a pitcher from 2014-2017
Timeline
Business Service Specialist
Newtek Small Business Finance
07.2024 - 04.2025
Senior Associate
Janover
10.2023 - 06.2024
Business Service Specialist
Newtek Small Business Finance
08.2017 - 03.2023
Bachelor of Arts - Business Administration
Coker College