Client-focused and organized professional with advanced degree and diverse experience in customer service, business management and project coordination. Collaborative communicator to quickly build relationships with both clients and business audiences. Known for innovation and creative problem-solving abilities to address business challenges.
• Listened to customers to understand needs and refer to optimal services.
• Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.
• Cultivated productive relationships with existing customers through exceptional follow-up after sales.
• Landed new customer accounts through consistent combination of perseverance, dedicated cold calling and exceptional service.
• Priced out products for customers and drew up sales paperwork.
• Followed-up with clients after installations to assess quality service and customer satisfaction.
• Used CRM database to track referral and appointment data.
• Observed corporate and federal regulatory policies in terms of data security, privacy and confidentiality.
• Reviewed loan agreements to confirm completeness and accuracy.
• Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
• Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
• Met with applicants to obtain information for loan applications and answer questions about process.
• Submitted loan applications to underwriter for verification and recommendations.
• Educated customers on variety of loan products and available credit options to promote valuable decision-making.
• Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
• Built referral business by meeting with local financial planning, home builders and real estate professionals.