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.