Sean Caro
Fontana,CA
Summary
Dynamic financial professional with a proven track record excelling in consumer lending and relationship management. Recognized for exceeding sales targets and enhancing member engagement. Adept at training teams and driving revenue growth, leveraging critical thinking and leadership skills to foster a high-performance culture.
Overview
16
16
years of professional experience
Work History
Senior Member Advisor
Firefighters First Credit Union
Pasadena, CA
08.2021 - Current
- Promoted for consistently exceeding sales targets and demonstrating high member satisfaction.
- Earned lieutenant lending authority, the highest for non-consumer lending staff.
- Lead temporary department oversight during quarterly leadership absences.
- Contributed to strategic expansion into Texas, Tennessee, and Florida markets.
- Assist with testing and feedback on new product rollouts.
- Consistently train and mentor Member Advisors and Financial Service Consultants across locations, focusing on developing techniques to enhance member service by fostering a deep understanding of the fire service culture.
- Assisted in mentoring and guiding two former Member Advisors through the process of obtaining their lending authority, both of whom were promoted shortly thereafter—demonstrating my ability to support team development and succession planning.
Financial Service Consultant II
Firefighters First Credit Union
Pasadena, CA
07.2016 - 08.2021
- Exceeded $1M in loan funding in a single month — a first in the role.
- Drove branch productivity through consultative sales and objection handling.
- Managed daily branch operations in the manager’s absence, ensuring operational continuity.
- Delivered consistent, high-quality member service in a fast-paced environment.
- Aid members with obtaining, interpreting, and utilizing financial information to plan for and achieve their goals.
Call Center Supervisor
National Tax Debt
Fullerton, CA
12.2008 - 06.2016
- Supervised and trained a 12+ person team, enhancing call efficiency by 20%.
- Top-performing sales representative; brought in high-value clients.
- Audited call quality and implemented best practices for customer satisfaction.
- Spearheaded on boarding and ongoing training for new team members.
Education
Master of Business Administration -
University of Redlands
Redlands, CA12.2023
Bachelor of Arts - Administration, Management Concentration
California State University, San Bernardino
San Bernardino, CA05.2022
A.S. - Business Administration for Transfer
Chaffey College
Rancho Cucamonga, CAA.A. - University Studies: Social and Behavioral Sciences
Chaffey College
Rancho Cucamonga, CAA.A. - University Studies: Business and Technology
Chaffey College
Rancho Cucamonga, CASkills
- Relationship management
- Member engagement
- Consumer lending expertise
- Financial consulting
- Sales strategy development
- Revenue generation
- Complaint resolution
- Critical thinking skills
- Recordkeeping and compliance
- Leadership and training
- Team motivation techniques
- Microsoft Office proficiency
- Procedural adherence
- Multi-tasking abilities
- Time management
Additional Training And Community Involvement
- Courses in Sales Strategy, Leadership, Time Management & Customer Service
- Treasurer Officer, Knights of Columbus Council 17211
- Core Team Member, Homeless Christ Ministry, Sacred Heart Parish
Timeline
Senior Member Advisor
Firefighters First Credit Union
08.2021 - Current
Financial Service Consultant II
Firefighters First Credit Union
07.2016 - 08.2021
Call Center Supervisor
National Tax Debt
12.2008 - 06.2016
Master of Business Administration -
University of Redlands
Bachelor of Arts - Administration, Management Concentration
California State University, San Bernardino
A.S. - Business Administration for Transfer
Chaffey College
A.A. - University Studies: Social and Behavioral Sciences
Chaffey College
A.A. - University Studies: Business and Technology
Chaffey College
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