Tana Tetzlaff

• Followed up on sales leads through outbound calling.
• High-production call-center sales agent, offering tailored solutions to insurance customers based on the completion of a detailed health risk assessment.

.

• Prepared and delivered appropriate presentations on products and services.
• Resolved customer complaints promptly and effectively.
• In -bound High-volume call center in multi- product sales, specializing in a quick close while building rapport, educating, and upselling.

• Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
• Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
• Cold calling customers in a fast-paced call center environment with a focus on cash-out refinance.

• Maintained a thorough knowledge of current lending regulations, policies, and procedures.
• Assessed financial means and desires of each client in order to set up appropriate mortgage packages.

• Cultivate and maintain banking customer relationships while applying sales principles and techniques to promote lending products and services, working with financial advisors and other partners for cross-sales. Experience in retail and direct-to-consumer.
• Guided applicants through the loan process, from application to closing.
• Ensured compliance with federal and state lending regulations.
• Educated clients on the implications of changes in mortgage rates.