Taylor Mazzola
Loan Specialist
Philadelphia,PA
Summary
Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 5+ years of assisting clients and reviewing credit histories. Knowledgeable in all credit procedures. Offering vast knowledge of banking regulations and compliance procedures. Proactive with expertise delivering support services and resolving customer complaints. Trained in support software and deescalation techniques. Demonstrated competencies in operating multiple systems, and updating documentation.
Overview
5
5
years of professional experience
Work History
Loan Specialist
J.G Wentworth
Wayne, PA
10.2021 - Current
- Responsible for all personal/commercial loans, simplified loan/underwriting process and timeline for clients.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Ensured compliance with all company/lender policies
- Proactively identified solutions for customers experiencing credit issues.
- Explained very technical financial information to applicants in easy to understand language.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Successfully closed average of 20+ loans per month.
Client Services
J.G Wentworth
Wayne, PA
07.2021 - 10.2021
- Resolved 350+ weekly customer inquiries via phone and email, consistently exceeding targets
- Trained and mentored multiple new employees on daily tasks and how to effectively communicate to clients
- Aided 50+ calls daily with duties that include fetching client data while navigating across multiple systems, relaying information from other departments and canceling services
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
Account Manager
Empire Management
Bala Cynwyd, PA
05.2021 - 07.2021
- Exceeded sales goals and market competitions through effective negotiation of product and material pricing, freight and delivery rates and employee payment terms.
- Managed 20+ accounts by reviewing and mitigating discrepancies and collaborating with account holders.
- Oversaw new business development and customer servicing.
Style Consultant
Target
Bala Cynwyd, PA
10.2020 - 05.2021
- Assembled head-to-toe fashion ensembles for specific occasions and events such as Men's Swimwear and Father's Day events.
- Built lasting relationships through personal interaction and savings incentives to preserve clientele.
- Maintained inventory by assisting co-workers with stocking shelves, pricing items and placing products on display.
Key Holder/Visual Expert
Gap
Wayne, PA
06.2017 - 09.2020
- Oversaw store operations by counting cash drawers, reviewing equipment management and supervising staff.
- Met sales targets consistently for each shift by positively engaging customers and delivering high levels of service.
- Led and developed management team of 7+.
Education
. - Business Administration And Management
Kutztown University of Pennsylvania
Kutztown, PAHigh School Diploma -
Academy At Palumbo
Philadelphia, PA05.2015
Skills
- Loan Feasibility Assessment
- Creditworthiness Determination
- Corporate Financial Statements
- Active Listening and Learning
- Time Management
- Documentation and Recordkeeping
- Verbal and Written Communication
- Customer Retention Strategies
- POS Systems and Ordering Platforms
- Creative Problem Solving
- Staff Management
- Project Management
Timeline
Loan Specialist
J.G Wentworth
10.2021 - Current
Client Services
J.G Wentworth
07.2021 - 10.2021
Account Manager
Empire Management
05.2021 - 07.2021
Style Consultant
Target
10.2020 - 05.2021
Key Holder/Visual Expert
Gap
06.2017 - 09.2020
. - Business Administration And Management
Kutztown University of Pennsylvania
High School Diploma -
Academy At Palumbo