Preferred Sales Specialist Resume

PROFESSIONAL EXPERIENCE:

Confidential

Preferred Sales Specialist

Responsibilities:

Organizational process of banking/financial services industry
Opening and application process of auto loans, checking, savings, and credit cards
Troubleshoot client facing issues related to personal accounts
Help generate revenue from inbound sales of bank products

Confidential,

Setup Specialist

Responsibilities:

Case setup and activation in HRIS for new clients
Scrubbing documents in ORS, Citrix, and other databases
Works with management closely to identify customer needs
Error process resolution clearing system interface and documenting discrepancies in Sales force
Coding and mapping columns in HRIS to Core Advanced
Verifying payroll contributions S125 setup & 401k FFLEX/TRAD
Peer auditing to improve quality, performance, external interface, and constraints
Credit adjustments and project work to render better service to clients

Confidential

Customer Service & Merchant Team Lead

Responsibilities:

Confidential

Personal Loan Specialist

Responsibilities:

Proven underwriting of customer’s content such as income, fraud alerts, and credit worthiness
Content implemented to peers that improved loan sales technique and questioning strategy
Integrated effective customer relationships in adherence of state and federals laws in fair lending
Organized call calibrations and coached peers in an open dialog
Training experience - Mentored 90+ new hires to exude the growth of personal loans
Attended leadership seminars to ignite personal leadership traits

Confidential

Quality Specialist & Collection Agent

Responsibilities:

Made outbound calls to consolidate accounts up to 120 day’s delinquent
Customer credit history and customized payment plans to help restore companies past due credit accounts
Team Leader assistance with creating contest and sending daily team statistics
Listened to agent calls and adhered to monthly department needs
Provided feedback to the department for better business result
Data entry of call quality forms, coaching, and department statistics