Sean Coscarart
San Diego,CA
Summary
Resourceful Specialist offering expertise in problem-solving, effective communication and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of developing innovative solutions and customer satisfaction.
Overview
11
11
years of professional experience
Work History
Enhanced Specialist, Schwab Advisor Services
Charles Schwab
09.2023 - Current
- Collaborated with cross-functional teams to achieve customer satisfaction on pending requests.
- Adapted to new workflows, challenges and provided excellent customer service to clients through one of the industry’s largest acquisitions.
- Conducted thorough research to identify roadblocks and inform team members with the appropriate path for certain processes.
Specialist RM I Wealth Management Services
TD Ameritrade Institutional
08.2022 - 09.2023
- Investigated and resolved customer inquiries and complaints quickly.
- Met customer call guidelines for service levels, handle time and productivity.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Consumer Direct Loan Officer
Veterans First Mortgage
05.2021 - Current
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Proactively identified solutions for customers experiencing credit issues.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
- Averaging 40 to 50 outbound calls a day while maintaining incoming business from warm leads and managing my own pipeline.
Bus Person, Server, Bartender
Wool Growers Basque Restaurant
11.2013 - 04.2021
- Quickly learned and practiced every job here from bus boy to bartender and filled the roles the day required, wearing multiple hats.
- Maintained and developed lasting client relationships for repeat business.
- Managed accurate register and produced daily sales reports backing up inventory usage numbers.
- Performed opening and closing duties,l, setting up for incoming shift, preparing cash drawers and taking inventory.
- Consulted with managers to organize special events and promotions.
- Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
Server, Bartender
Little Italy Italian Restaurant
01.2018 - 03.2020
- Managed accurate register and produced daily sales reports backing up inventory usage numbers.
- Upsold menu items to customers, driving up per sale revenues and increasing profits
- Kept bar presentable and well-stocked to meet customer needs.
- Boosted bar profitability, mentoring team members on routine procedures and productivity strategies.
- Cultivated warm relationships with regular customers.
- Handled simultaneous customer, team and business needs while avoiding unnecessary delays or errors.
Education
Associates - Science in Business Administration
Bachelors - Science in Business Administration, Finance
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Skills
- Credit History Review
- Application Review
- Income Evaluation
- Creditworthiness Determination
- Customer Relations
- Problem Solving
- Loan Processing Coordination
- Attention to Detail
- Analytical and Critical Thinking
- Customer Service
- Microsoft Office
- Product Education
- Economics Understanding
Timeline
Enhanced Specialist, Schwab Advisor Services
Charles Schwab
09.2023 - Current
Specialist RM I Wealth Management Services
TD Ameritrade Institutional
08.2022 - 09.2023
Consumer Direct Loan Officer
Veterans First Mortgage
05.2021 - Current
Server, Bartender
Little Italy Italian Restaurant
01.2018 - 03.2020
Bus Person, Server, Bartender
Wool Growers Basque Restaurant
11.2013 - 04.2021
Associates - Science in Business Administration
Bachelors - Science in Business Administration, Finance
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