Part-time Lead Qualifier at Lending3 (2022-01 – Present)
- Promoted and sold mortgage loan products to potential borrowers through direct sales, referrals, and networking
- Generated new leads by building relationships with real estate agents, brokers, and other referral sources
- Conducted client consultations to understand financing needs and recommended appropriate mortgage products
- Prepared mortgage loan applications and gathered required documentation to initiate the approval process
- Educated clients on mortgage terms, interest rates, payment options, and the overall loan process
- Maintained an active sales pipeline to consistently meet monthly and quarterly origination targets
- Followed up with prospects and applicants to drive conversion from lead to loan closure
- Collaborated with underwriting and operations teams to ensure timely processing and loan closings
- Tracked market trends and competitor offerings to effectively position mortgage products
- Ensured all sales and lending activities complied with company policies and banking regulations
Sales Representative, Telco Account at Sykes Enterprises Inc. (2019-01 – 2022-12)
- Handled 80–100 inbound and outbound customer calls daily, assisting with billing inquiries, account updates, plan changes, and technical troubleshooting
- Educated customers on Verizon products, plans, and services, helping them choose the best options based on their needs
- Resolved customer issues efficiently on the first call whenever possible, maintaining high first-call resolution scores
- Processed account transactions including activations, renewals, suspensions, and cancellations with accuracy and compliance
- Promoted additional services, device upgrades, and bundled plans, consistently meeting or exceeding monthly sales and upsell targets
- Worked closely with other departments to resolve escalated cases and ensure a smooth customer experience
Sales Representative, UK Account, Insurance at Chanelfix Inc. (2018-01 – 2019-12)
- Handled inbound and outbound sales calls from UK customers, focusing on selling and renewing appliance insurance coverage plans
- Educated customers on the benefits, terms, and conditions of appliance insurance, ensuring they selected the most suitable coverage
- Processed new policy applications, renewals, cancellations, and payment arrangements with accuracy and compliance
- Addressed customer inquiries and concerns regarding claims, policy details, and coverage limits, ensuring a high level of service
- Maintained accurate records of policies and leads using CRM tools, enabling efficient follow-ups and improved sales pipeline management
Sales Representative, US Based Car Insurance Account at XactCall Corporation (2016-01 – 2018-12)
- Handled inbound and outbound calls to promote and sell car insurance policies, focusing on US-based clients
- Assessed customer needs and risk profiles to recommend appropriate insurance coverage options and premium plans
- Educated customers on policy terms, benefits, exclusions, and claims processes to ensure full understanding before purchase
- Generated and qualified leads through cold calling, referrals, and follow-ups, maintaining an active sales pipeline
- Processed new policy applications, renewals, cancellations, and amendments in compliance with US insurance regulations
- Negotiated premium rates and policy terms with customers to close sales while maintaining company profitability
- Maintained accurate client information in CRM systems, ensuring timely follow-ups and policy tracking
- Collaborated with underwriting and claims teams to expedite policy approvals and resolve client concerns
- Met and exceeded monthly and quarterly sales targets, while maintaining high customer satisfaction scores
