Savannah Castellanos

• Built and maintained relationships with new and existing clients/participants while providing high level of expertise.
• Responded to customer inquiries and resolved urgent issues regarding participant accounts to establish trust and increase satisfaction.
• Discovering participant financial needs/goals beyond their account or original inquiry and working closely with Financial advisors in a referral based program to help create a financial plan for the long term.
• Developed relationships with other participant relationship managers as I assisted with coaching on their areas of improvement.
• Obtained the SIE, Series 7 and Series 66
• Supported participants in executing trades from their accounts.
• Actively working towards the betterment of the department by being a member of the Advisory Council

• Guided clients through initial loan application and filing.
• Gathered information such as applicants credit reports and supporting income documentation to pre-qualify and offer pricing information.
• Assessed assets, income and debts to determine client financial standing and risk profile.
• Analyzed factors of clients homes such as property valuation and condition of home to determine feasibility of loan approval.
• Negotiated terms and conditions of home loans with applicants.
• Monitored loan status and executed continuous follow up throughout the loan process.
• Met and exceeded sales goals for consecutive months.

• Developed strong client relationships through effective communication skills and empathetic listening during consultations.
• Enhanced client satisfaction by providing high-quality waxing services and maintaining a clean workspace.

.

• Educated clients on proper aftercare procedures for optimal results and minimal discomfort.
• Advised on the best products to use for aftercare to ensure the best experience and longevity of the preformed service.
• Sold products for aftercare offered by the wax company to increase my overall ticket prices.