Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Simoma Cruz

Houston

Summary

Dynamic Financial Services Representative with a strong work ethic and proven ability to enhance customer satisfaction at OneMain Financial. Skilled in client relationship management and loan applications, I excelled in resolving issues swiftly, fostering trust, and achieving sales goals, resulting in increased client loyalty and repeat business.

Overview

20
20
years of professional experience

Work History

Financial Services Representative

OneMain Financial
01.2013 - Current
  • Delivered exceptional customer service by resolving issues swiftly, promoting long-term client loyalty.
  • Updated knowledge of industry regulations and company policies to advise clients effectively.
  • Enhanced customer relationships through personalized attention and prompt issue resolution.
  • Teamed up with colleagues to achieve sales objectives and boost branch performance.
  • Developed strong rapport with clients to gain insights into financial aspirations for tailored advice.
  • Cultivated relationships with clients to maximize future business potential.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
  • Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
  • Worked effectively in fast-paced environments.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Collaborated with team members to achieve monthly targets, promoting a positive work environment and boosting overall productivity.
  • Improved customer satisfaction by effectively resolving delinquent accounts through negotiation and payment plans.

Customer Service Representative

Security Finance
09.2005 - 01.2013
  • Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
  • Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
  • Provided exceptional customer service throughout the entire loan process, resulting in repeat business and positive client reviews.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Performed various administrative tasks related to payments, including generating reports, updating records, and maintaining accurate documentation.
  • Reduced outstanding debts by implementing strategic collections tactics and maintaining open lines of communication with customers.
  • Developed strong relationships with clients, fostering trust and facilitating successful account resolutions.

Education

General Studies

Milby High School
Houston, TX

Skills

  • Financial service
  • Cash management
  • Cash handling
  • Customer relationship building
  • Sales goals
  • Account maintenance
  • Loan applications
  • Strong work ethic
  • Analytical thinking
  • Punctual and dependable
  • Account documentation
  • Financial product sales

Accomplishments

I became an Assistant Manager at my current employer. I set monthly goals for my self and that helps me to exceed my monthly targets every month..

Languages

Spanish
Full Professional

Timeline

Financial Services Representative

OneMain Financial
01.2013 - Current

Customer Service Representative

Security Finance
09.2005 - 01.2013

General Studies

Milby High School

Similar Profiles

CREATE PROFILE
Simoma Cruz