Loan Processor - OneMain Financial - Fort Mill, SC
(2021-06 - 2023-03)
- Perform initial appraisal of potential borrowers by thoroughly examining their applications
- Assess the credit standings of applicants through background research
- Interview applicants to evaluate their eligibility for loan or mortgage
- Conclude on all applicable financial and non-financial criteria and develop loan repayment plans
- Follow up with clients to clarify important points
- Give the "green light" to eligible candidates and report decisions with sound arguments
- Finalize loan contracts and keep clients informed in rules and obligations
- Remain up to speed regarding lending and other financial services
- Create and renew records
- Identify customer needs, explore all options and suggest different types of loans
- Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services
- Forge trust relationships and enhance customer dedication
- Work within established regulations and adhere to law requirements at all times
Expediting Clerk - USPS - Springfield, MA
(2013-10 - 2020-07)
- Documented production volume, materials consumption and quality issues in YMS to keep management informed and support proactive planning.
- Verified prices and computed totals to complete accurate invoices.
- Resolved complaints and collaborated with vendors to eliminate delays
Customer Service Representative - TD Bank Call Center - Springfield, MA
(2010-06 - 2013-10)
- Assessed customers needs and unsold products and services to maximize sales
- De-escalated problematic customers concerns, maintaining calm, friendly demeanor
- Cultivated impactful relationships with customers and drove business development by delivering product knowledge
- Consulted with customers to determine best methods to resolve service and billing issues
Insurance Agent - Innovation First Notice - Springfield, MA
(2009-06 - 2010-06)
- Analyzed customer needs and provided best options, upselling products and services
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations
- Maintained pleasant and cordial attitude at all times, even when issues arose
Medical Logistics Specialist - U.S Army Reserves - Hartford, CT
(2003-06 - 2009-06)
- Demonstrated self-reliance by meeting and exceeding workflow needs
- Demonstrated leadership by making improvements to work processes and helping to train others
- Prioritized and organized tasks to efficiently accomplish service goals
- Obtained and coordinated materials required to meet contract objectives
