Sophia Guerra
Levittown,New York
Overview
3
3
years of professional experience
Work History
Administrative Loan Specialist
Lendio
Melville, NY
12.2022 - Current
- Reduced turnaround time for loan approvals by efficiently managing workload and prioritizing tasks.
- Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
- Consistently met or exceeded monthly sales targets, contributing significantly to the department''s success.
- Resolved complex issues related to existing loans, effectively retaining clients while addressing concerns promptly.
Financial Advisor
Proto Financial
Westbury, NY
01.2022 - 11.2022
- Specialized in financial planning, such as consulting, analyzing, and educating clients
- Underwrote bank statements as a means to approve or decline an application, based on the risk parameters presented.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
Office Assistant
Professional Irrigation
Amityville, NY
01.2021 - 12.2021
- Scheduling appointments for executive employees, customers, and responding to all customer inquiries.
- Organizing customer files for billing, appointment records, and customer and client accounts.
- Completed clerical tasks such as filing, copying, and distributing mail.
Education
Bachelor of Music - Music Performance
Nassau Community College
Garden City, NYSkills
- Customer Service
- Underwriting
- Microsoft Word
- Microsoft Excel
References
References available upon request.
Timeline
Administrative Loan Specialist
Lendio
12.2022 - Current
Financial Advisor
Proto Financial
01.2022 - 11.2022
Office Assistant
Professional Irrigation
01.2021 - 12.2021
Bachelor of Music - Music Performance
Nassau Community College