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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLE Ridley Park, PA LINKEDIN LINK AVAILABLECustomer focused financial professional with experience delivering intuitive customer service and sales assistance in the financial industry. Motivated professional who builds strong relationships with clients and colleagues to build customer loyalty, achieve sales goals, and maximize profits. Clear communicator gathers customer requirements and proposes appropriate solutions to build sales and improve customer experience.Customer Service Purchasing Business Development B2C Sales CRM Data ManagementPROFESSIONAL EXPERIENCEKey Impact Sales and SystemsOperator Specialist 09/2022 01/2024Developed new business and drove company sales by proactively marketing and presenting product lines to prospective and current customers; achieved and exceeded quarterly sales quotasUsed internal CRM to report results of sales calls and record activity related to objective planning goalsBuilt relationships with top accounts, key decision makers, and distributors; scheduled meetings to discuss business activity and needs of customersManaged daily distributor functions including answering customer phone calls, reviewing prospective buyers, and scheduling and preparing for meetings to help meet company objectivesUnderstand market conditions and competitors' offerings and share information with customersCommunicated with restaurant operators to track monthly objectives, identify trends, and ensure customer goals and objectives are metCag Truck CapitalLoan Processor 03/2022 08/2022Created loan documents as needed and assisted with finance contract documentation and fundingVerified information and accuracy of loan applications and supporting documentsCurated and completed inventory costs sheet and invoice filing; performed secured inventoryGathered inventory and service accounts payable payment processing documentationCoordinated inventory repair and documentation system; gathered quotes and organized documentsOne Main FinancialLoan Processor 03/2021 02/2022Built trusting relationships while guiding customers throughout the loan process and loan life cycleManaged the life cycle of the loan complying with all laws and regulationsUtilized credit underwriting techniques to fine tune each fileGathered customer requirements, conducted analysis, and presented financial solutions to meet goalsAssessed credit risk while adhering to lending guidelines and principles to avoid delinquencyCareer Break $2 2 5 2 27 ) )Career Break $2 2 5 2 27 ) )Career Break $2 2 5 2 27 ) )Career Break 09/2020 03/2021Part of an organization-wide layoff; provided caregiving for family member during Covid-19PNC BankFinancial Consultant Customer Support Center Live Chat 09/2019 09/2020Established and achieved or exceeded monthly sales targets while promoting banking servicesBuilt and maintained relationships with customers, analyzing requirements and recommending productsAnswered questions and resolved issues through Live Chat platform to achieve customer satisfactionConducted financial literacy workshops for community members to promote the bank brandWorked closely with cross-functional team members to generate business and resolve complex issuesMedical GuardianSenior Safety Consultant 02/2018 05/2019Handle inbound and outbound sales calls daily to convert potential customers into subscribersDocumented sales calls and activities utilizing Salesforce CRM and Microsoft applicationsAchieved targeted sales goals by carefully listening, seeking solutions, establishing value, making a strong recommendation, and overcoming objectionsMedical AlertSenior Safety Consultant 07/2016 02/2018Initiated and received inbound and outbound sales calls with potential customers while delivering best in class customer service experienceConsulted with customer to determine specific requirements and identify and recommend solutionsMaintained a high level of performance and production by achieving specific revenue targetsJG WentworthSenior Account Executive 07/2013 06/2016Built relationships with and managed 25+ accounts for myself and two direct reports, gathering documentation and building relationships; routinely recognized as top 10 account executiveCollaborated with cross-functional teams including Underwriting, Customer Service, and Research departments to efficiently migrate accounts in-houseEDUCATIONAssociate of Applied Science in Web Design Technology Pennsylvania Institute of Technology |
