TRENTON LENZ
Chandler,AZ
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
7
7
years of professional experience
Work History
Associate Auto Loan Representative
Wells Fargo
03.2021 - Current
- Originated, reviewed, processed, closed and administered customer GAP Claim proposals.
- Successfully closed average of 75-100 loans per month.
Assisted senior-level credit officers with complex claim applications. - Assisted with completing auto claims to enhance customer service and help with their financial needs
- Maintained accurate records of all loan transactions, allowing for easy retrieval and analysis when needed by senior management or external auditors.
- End User Beta Tested new financial software that improved efficiency for multiple teams.
- Ensured compliance with federal regulations by staying up-to-date on industry changes and adapting procedures accordingly.
Operations Manager
EoS Fitness
01.2019 - 02.2020
- Conducted orientation sessions and organized on-the-job training for new hires, regarding administrative procedures, company policies and performance standards
- Completed daily, weekly and monthly inventory on equipment and maintained records of scheduled maintenance
- Maintained office supply and retail product inventory in line with projections and current inventory levels
- Conferred with customers about concerns with products or services to resolve problems and drive sales
- Changed past due collections perspective and procedures to collect $23,000 over two-month period
- Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance.
Assistant Operations Manager
EoS Fitness
06.2018 - 01.2019
- Assisted team members with delivering friendly, knowledgeable service by applying proactive monitoring and corrective action strategies
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities
- Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Assistant Operations Manager
YouFit
10.2017 - 05.2018
- Greeted and interacted with members and guests upon entrance and exit to facility
- Kept fitness areas, machines and spaces clean and orderly for customers
- Resolved guest issues by identifying source of complaint and formulating corrective action with supervisor
- Leveraged POS system to sell tickets, passes, food and retail items.
Front Desk Associate
Fitness Works
10.2016 - 10.2017
- Greeted 300+ daily visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention
- Maintained cleanliness and organization of front desk area
- Analyzed and properly processed product returns, assisting customers with finding alternative merchandise to meet needs
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases
- Educated customers on promotions to enhance sales
Education
Associate of Arts - Sound Production
Mesa Community College
Mesa, AZ05.2023
Skills
- Staff Management
- Employee training
- Telephone etiquette
- Cash Handling
- Effective communication
- Team collaboration
- Inventory management
- Coaching and mentoring
- Microsoft Office
- Complaint resolution
- Account management
- Inbound and outbound calling
- Customer service
- Credit card processing
- Retail store support
- Claim/Loan Reviews
Timeline
Associate Auto Loan Representative
Wells Fargo
03.2021 - Current
Operations Manager
EoS Fitness
01.2019 - 02.2020
Assistant Operations Manager
EoS Fitness
06.2018 - 01.2019
Assistant Operations Manager
YouFit
10.2017 - 05.2018
Front Desk Associate
Fitness Works
10.2016 - 10.2017
Associate of Arts - Sound Production
Mesa Community College
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