Summary
Overview
Work History
Education
Skills
Timeline
Whitney S  Wrasse- HILL

Whitney S Wrasse- HILL

Financial Service Representative
Panama City,FL

Summary

  • To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

20
20

Customer satisfaction

2
2

Financial service background

18
18

Sales

Work History

Financial Services Representative

RefiJet
Denver, CO
04.2021 - Current
  • Developed prospects for new loans by conducting 150 cold calls weekly.
  • Explained very technical financial information to applicants in easy to understand language.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Proactively identified solutions for customers experiencing credit issues.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Monitored pipelines to track and log status of loans.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
  • Learned new skills and applied to daily tasks to improve efficiency and productivity.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.

Family Service Associate

Newcomer Funeral Home & Crematory
Lakewood, Colorado
10.2020 - 12.2020
  • Boosted customer loyalty and improved implementation of solutions by personalizing interactions.
  • Discussed nature of funeral service, disposition of remains and funeral costs with family members.
  • Displayed highest level of professionalism and sensitivity when dealing with grieving family members.
  • Acquired burial permits and registered deaths with proper authorities.
  • Emotionally comforted mourners and lent perspective during all-encompassing tragedies.
  • Navigated insurance correspondence and obtained proper medical documentation for departed according to estate designations and legal considerations.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.

Service Consultant

Schomp Automotive Group, LLC
Aurora, CO
02.2017 - 09.2020
  • Wrote service orders and updated schedules.
  • Documented changes to customer accounts, including payment details and personal information.
  • Provided information about service procedures and expected timelines.
  • Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Investigated and resolved accounting, service and delivery concerns.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department.
  • Delivered excellent customer service, resulting in consistent 96.3% customer satisfaction rating.
  • Consulted with outside parties to resolve discrepancies and create effective solutions.
  • Met all customer call guidelines including service levels, handle time and productivity.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Trained new personnel regarding company operations, policies and services.
  • Recommended repairs to customers, thoroughly explaining details.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Prepared and charted data and metrics for detailed status reports.

Territory Sales Representative

Kenz And Leslie, BG Distribution LLC
Wheat Ridge, CO
06.2015 - 12.2016
  • Resurrected and monetized dormant leads to build book of business and increase revenues.
  • Analyzed consumer usage patterns to identify trends and target key demographic.
  • Organized and stocked merchandise to keep necessary levels for sales demand.
  • Worked with customers to understand needs and provide repair service.
  • Leveraged proven sales methods to increase revenue by 26% and surpass sales objectives by 37%.
  • Maximized business potential by providing excellent customer service and ensuring 96% client retention.
  • Proactively managed client correspondence and recorded all tracking and communications.
  • Worked to develop network by identifying and pursuing new leads, attending industry events and building rapport with clients.
  • Branded products through effective salesmanship and maintained long-term relationships with clients.
  • dditive inventory to optimize sales pitches.

Education

Associate of Applied Science - Automotive Technology

Red Rocks Community College, Lakewood, CO
05.2005

Associate of Arts - Business Administration And Management

University of Denver

Bachelor of Science - Nursing

Regis University, Denver, CO
05.2009

Skills

  • Customer satisfaction
  • Leadership
  • Marketing plans
  • Negotiations
  • Networking
  • Policies
  • Problem-solving skills
  • Processes
  • Profit
  • Proposals
  • Sales
  • Financial services
  • Financial markets
  • Risk management

Timeline

Financial Services Representative - RefiJet
04.2021 - Current
Family Service Associate - Newcomer Funeral Home & Crematory
10.2020 - 12.2020
Service Consultant - Schomp Automotive Group, LLC
02.2017 - 09.2020
Territory Sales Representative - Kenz And Leslie, BG Distribution LLC
06.2015 - 12.2016
Red Rocks Community College - Associate of Applied Science, Automotive Technology
University of Denver - Associate of Arts, Business Administration And Management
Regis University - Bachelor of Science, Nursing
Whitney S Wrasse- HILLFinancial Service Representative