Tara De Leon

• Increased client retention rates by offering exceptional service and fostering strong relationships.
• Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
• Exceeded sales goals through proactive networking and lead generation initiatives.
• Compiled documentation necessary to successfully fund over 120 loans per month.
• Managed a diverse portfolio of loans, ensuring compliance with company policies and industry regulations.
• Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.

Customer relations, excellent verbal and written communications, work well both independently and as part of a team, bilingual-Spanish/English, punctual, able to quickly and effectively establish rapport between businesses and clients of various and diverse cultural backgrounds and heritages, adept at multi-tasking, work well with limited supervision, driven to achieve goals and success, exceptional data entry/10-key skills, telephone etiquette, intermediate computer skills

• Developed strong relationships with members, fostering trust and loyalty by providing exceptional customer service.
• Identified potential fraud cases by monitoring suspicious account activity leading to protection of the credit union's assets.

• Managed high call volumes while providing exceptional customer support and maintaining professional composure.
• Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
• Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
• Reduced average call handling time, ensuring prompt service to customers while maintaining quality interactions.
• Streamlined call flow processes for more efficient response times and increased productivity.