Shaun Wilson
Chicago,IL
Summary
Experienced in inside sales and loan officer roles with comprehensive understanding of loan processing, sales strategies, negotiation tactics, skip tracing, and outbound cold calling. Expertise in managing profitability and assessing/mitigating risks associated with product recommendations. Deep knowledge of loan requirements and sales techniques to provide valuable insights and solutions to clients seeking financial assistance*.
Overview
10
10
years of professional experience
Work History
Loan Consultant
Auto Approve
Chicago, US
02.2022 - 12.2024
- Answered a high volume of inbound calls to evaluate client for possible reduction in interest rate
- Located information or reports needed by underwriters, assisting with approval or denial decisions
- Requested credit reports, reference checks and information needed to evaluate loan applicant
- Backed up customers' financial data with official credit checks from bureaus and other agencies
- Compiled vital financial data on customer assets, salaries and employment statuses
- Set up favorable loan terms with skills in negotiation and expert knowledge of market conditions
Debt Consultant
Debt Cleanse
Chicago, US
04.2019 - 01.2022
- Helped clients improve future behaviors by developing debt management and spending plans to keep individuals within personal limits
- Assisted clients with consolidating or reducing debt by coordinating loans or negotiating pay-off amounts
- Determined how best to meet clients' debt obligations by calculating factors such as available income and interest rates
Customer Service Representative
William Everett Group/City of Chicago Water Dept
Chicago, US
03.2017 - 03.2019
- Collaborated with colleagues and co-workers to deliver quality customer experience
- Collaborated across departments to resolve customer-related issues
- Anticipated needs and resolved problems to keep customers happy
- Handled customer inquiries, payments and service requests
- Answered inbound calls to handle various concerns, set appointments and close sales
- Met personal, team and company goals in customer service environment
Direct Loan Specialist
Enova Financial
Chicago, US
01.2015 - 03.2017
- Requested credit reports, reference checks and information needed to evaluate loan applicant
- Located information or reports needed by underwriters, assisting with approval or denial decisions
- Developed calling program and prospect list to solicit new business relationships
- Assessed applicants' loan requirements with in-depth interviews
- Maintained current knowledge of changing products and services to provide superior client care
- Verified, collected and updated information to maintain complete and accurate loan applications
- Backed up customers' financial data with official credit checks from bureaus and other agencies
Education
Associate in Arts -
Robert Morris University
Chicago, ILSkills
- Analysis skills
- Sales
- Investment product sales
- Computer skills
- Customer service
- Microsoft Powerpoint
- Salesforce
- Negotiation
- Credit assessment
- Warehouse experience
- Microsoft Excel
- Organizational skills
- CRM software
- Financial services
- Outside sales
- Time management
- Shipping & receiving
- Terms negotiation
- Inside sales
- Cold calling
- Leadership
- Microsoft Office
- Customer relationship management
- Communication skills
- New business expansion
- Business development
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Loan Consultant
Auto Approve
02.2022 - 12.2024
Debt Consultant
Debt Cleanse
04.2019 - 01.2022
Customer Service Representative
William Everett Group/City of Chicago Water Dept
03.2017 - 03.2019
Direct Loan Specialist
Enova Financial
01.2015 - 03.2017
Associate in Arts -
Robert Morris University