Professional sales expert with a solid background in outbound sales strategies and customer engagement. Skilled in creating opportunities with leads, time management, persuasive communication, high conversion rates, and member satisfaction.
Overview
7
7
years of professional experience
Work History
Outbound Sales Advisor
America First Credit Union
09.2022 - Current
Maintain a pipeline of loans and leads taken by phone, email, and text
Help customers with purchasing/refinancing auto loans to add GAP, Mechanical breakdown protection, life, and disability insurance
Often met and exceeded ancillary goals
Am a top performer in several areas of the department
Funded over $9 million in loans while being a top 2 performer in GAP and Mechanical breakdown protection sales
Take loan applications and review credit reports
Help analyze customers financial situations and help them consolidate their debt at a lower interest rate and payment
Inbound Sales Advisor
America First Credit Union
09.2021 - 09.2022
Maintain a pipeline of a couple hundred loans taken by phone, email, and text
Advise people on financial decisions that will best fit them
Assist members on adding different kinds of insurance to their loans
Help members save money by refinancing auto, personal, and RV loans and consolidating loans
Jr. Mortgage Processor
America First Credit Union
05.2018 - 09.2021
Maintain mortgage loans to make sure they fund
Actively update and upload necessary documents to keep the loan moving forward
Contact insurance companies to update insurance policies
Teller
America First Credit Union
11.2017 - 05.2018
Help members make all kinds of transactions with their account
Advise members to apply for loans and sign up for America First Products
Practice good customer service skills with all members
Education
Associates - General education
Weber State university
Bachelor of Science - Business Administration, Management
Western Governors University
Skills
Clear oral expression
Microsoft office proficiency
Problem solving
Phone skills
Active listening
Overcoming rejection
Time management
Management
Objection handling
Cross-selling techniques
Calling on different types of leads
Timeline
Outbound Sales Advisor
America First Credit Union
09.2022 - Current
Inbound Sales Advisor
America First Credit Union
09.2021 - 09.2022
Jr. Mortgage Processor
America First Credit Union
05.2018 - 09.2021
Teller
America First Credit Union
11.2017 - 05.2018
Bachelor of Science - Business Administration, Management