Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Zachary Chavez

Zachary Chavez

Rowlett,TX

Summary

Accomplished Certified Financial Advisor / Debt Consultant with a proven track record at Lift Lending and Achieve, enhancing client retention by mastering relationship building and sales expertise. Expert in uncovering financial struggles, consistently exceeded sales goals through strategic marketing and personalized client guidance. Skilled in leveraging CRM tools for optimal efficiency, significantly boosting productivity and customer satisfaction.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Certified Financial Advisor

Lift Lending
04.2024 - Current
  • Speak with consumers from Website submissions or inbound leads from our marketing strategies.
  • Walk them through 25 different in house lenders applying for a loan.
  • It's my job to uncover their financial struggles during that process.
  • Pivot to our Debt Settlement product if they do not qualify for a unsecured personal loan through our different in house lenders we work closely with.

Branch Manager

West Capital Lending, Inc.
07.2022 - Current
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.

Debt Consultant

Achieve
08.2023 - 04.2024
  • Walk clients through our sales process uncovering their current financial struggles.
  • Customize Debt Solutions based on their current situation.
  • Walked our clients through a seamless process from start to finish accurately setting up their account and foreshadowing future events and accomplishments that our debt relief program would generate.

Mortgage Banker

New American Funding
09.2021 - 07.2022
  • Worked with underwriters to fix application problems and resolve issues.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Participated in ongoing training programs to stay up-to-date on industry developments and enhance professional growth.
  • Developed and implemented marketing strategies to generate new business opportunities and increase referrals.
  • Exceeded sales goals consistently by developing strong relationships with clients and realtors.

Loan Consultant

Caliber Home Loans
08.2019 - 06.2021
  • Increased client retention rates by offering exceptional service and fostering strong relationships.
  • Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
  • Exceeded sales goals through proactive networking and lead generation initiatives.
  • Interviewed prospective customers to discuss financial goals and means surrounding different types of loans.
  • Optimized the use of CRM tools for efficient tracking of client interactions and loan pipeline management.

Education

High School Diploma -

Sachse High School
Sachse, TX
06.2009

Skills

  • Relationship building and management
  • Sales expertise
  • Debt management

Certification

  • IAPDA Certified
  • California DRE - Salesperson
  • NMLS Safe Exam

Timeline

Certified Financial Advisor

Lift Lending
04.2024 - Current

Debt Consultant

Achieve
08.2023 - 04.2024

Branch Manager

West Capital Lending, Inc.
07.2022 - Current

Mortgage Banker

New American Funding
09.2021 - 07.2022

Loan Consultant

Caliber Home Loans
08.2019 - 06.2021

High School Diploma -

Sachse High School

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