Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
BusinessAnalyst
Trina Marshall

Trina Marshall

Pinehurst,NC

Summary

Talented Loan analyst with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills. Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 17 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures.

Overview

10
10
years of professional experience

Work History

Inside Sales Representative

Angie's List
04.2023 - Current
  • Answered customers' questions regarding products, prices, and availability.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Managed friendly and professional customer interactions.
  • Determined needs, delivered solutions, and overcame objections through consultative selling skills.
  • Set up new accounts, established customer credit and set up payment methods.
  • Developed strategic relationships with existing customers by learning preferences and managing regular communications.
  • Used CRM software to maintain detailed contact logs and account records.
  • Negotiated prices and terms of sales with potential customers to reach mutually beneficial agreement.

Finance Specialist

Ladybugs Senior Care Consultants
11.2019 - 04.2023
  • Applied administrative knowledge and courtesy to explain procedures and services to patients.
  • Verified patient insurance eligibility and entered patient information into system.
  • Processed payments using cash and credit cards, maintaining accurate records of transactions.
  • Discussed financial and insurance options with patients.
  • Negotiated settlements and payment plans.
  • Screened patients with financial needs to determine assistance choices.
  • Followed up with patients and families to obtain additional information.
  • Provided excellent customer service to patients and medical staff.
  • Organized patient records and database to facilitate information storage and retrieval.

Account Executive

Carfax
05.2019 - 11.2019
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Strengthened customer relationships with proactive and collaborative approach to managing needs.
  • Distributed marketing materials to existing and prospective clients to promote products and services.
  • Resolved issues promptly to drive satisfaction and enhance customer service.
  • Collaborated with internal teams to develop account strategy.
  • Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
  • Gathered information from clients to secure accounts, verify payment and identify special requirements.
  • Prepared additional quotes for current clients to upsell products and services.
  • Cross-sold products and services to clients to secure additional business and grow revenue streams.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Conducted integrated sales presentations to illustrate value of product or service and tailor call-to-action.

Education

Associate of Science -

SPCC
Monroe, NC

Skills

  • Persuasive negotiator
  • Compelling presentations
  • Account acquisition
  • Proficient in 10-key
  • Financial analysis aptitude
  • Analytical and Critical Thinking
  • Financial transactions expertise
  • Financial Advising
  • Loans
  • Banking
  • Financial services
  • Sales expertise
  • Tenacious follow-up
  • Relationship building and management

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Inside Sales Representative

Angie's List
04.2023 - Current

Finance Specialist

Ladybugs Senior Care Consultants
11.2019 - 04.2023

Account Executive

Carfax
05.2019 - 11.2019

Associate of Science -

SPCC

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Trina Marshall