I.A.P.D.A. Certified Debt Specialist,CDS. Financial analyst excelling at preparing fully compliant financial planning quantitative strategies for clients by accurately assessing each clients' present and future financial needs, objectives and requirements. Assisting clients' in the guidance to the right economic options for their specific situations.
Expert at interfacing with team members at all levels to meet and exceed our company's goals. Working best in a highly- competitive environment in which company growth is the main objective. An effective communicator, learner, team-builder with analytical, management and organizational skills.
International Association of Professional Debt Arbitrators (I.A.P.D.A) Certified Debt Specialist
Rapid rapport building with each client
High Lead Conversion (27% per month or higher)
Million Dollar Club Member
Sell - side professional
Company Growth Oriented
Excellent time management skills
Reliable and Flexible
Very Proficient in Salesforce, Microsoft Outlook, Excel, Fonality HUD, other various CRM platforms.
Excellent Verbal and Written communication skills.
Signed over $9,500,000 in volume of personal and business consumer debt through stringent rapport building with clients, comprehensive yet educationally qualitative pitching to clients of all their available options (in compliance with I.A.P.D.A standards). Leading all qualified clients and their family members into one of the various company's programs.
Joined the Million Dollar Club in signed deals for the month(Mar'13, Sep'13 - Oct'13), second consultant in my training group to reach this feat.
Coordinated the creation of strategies and innovations to develop and expand existing customer sales, resulting in a significant increase in company annual sales.
When I first started we closed an average of $20,000,000 in signed deals every month to a historic average of $100,000,000 per month before I left, all within a 36 month time period. Both due to our innovative selling strategy but also due to our company's brilliant marketing and lead generation.
Proud to be part and see the rise of a company from a small business to a mid-size multimillion dollar business in such a short, efficient time period.
Undergoing the CFA (Chartered Financial Analyst) training program in order to become fully compliant with the CFA's high standards required of all their financial analyst for both personal and commercial finance advisement respectively.
Sitting for CFA Level 1 Examination December '16.
Financial Counselor November 2012 to March 2016National Debt Relief － New York City, NY
Analyzed financial information obtained from client's credit reports and budgets to determine strategies for meeting clients' financial objectives and debt goals.
Implemented financial planning recommendations according to each client's budget which would be completed over the phone (or email) on every initial phone conversation, being equipped to provide better personal debt solution recommendations.
Sold clients on the necessity of having our firm represent them for their financial needs and challenges.
Lowered their limiting buying beliefs into understanding the need for our programs.
Enrolled over 750 clients in my tenure at National Debt Relief and Eagle One Debt Solutions.
Meeting and exceeding company's individual and team quota for more than $450,000 signed deals each month also averaging at least 20 units per month, in order to hit my commission.
Providing professional personal financial counseling compliant with FTC and TSR telemarketing sales regulations.
Preventing cancellations within my clients as well as team members by building relevant rapport with each and every client and addressing every concern, highlighting the solution our programs will provide.
Working overtime to close the last deal in National Debt Relief for the month of May 2013. In order to add to the company closing more than $50,000,000 for the month of May 2013.
Financial Counselor September 2012 to November 2012Eagle One Debt Solutions － New York City, NY
Providing all prospective clients with available options in dealing with their personal, business debt accounts and Canadian accounts.
Reviewing and counseling clients based on reviewing their credit reports.
Focused on making the most out of every lead provided in order to bolster company growth.
Bachelor of Science : Accounting, Web Development, 2018SUNY Empire － Brooklyn, NY, United StatesGPA: Dean's List MemberAccounting Web Development Had part-time job tutoring business classes in 2012 for student academic center Dean's List Member
Budgeting, Closing, Conversion, Counseling, Credit
Risk, Financial planning, Excel, Microsoft Outlook, Rapport, Sales, Telemarketing, Time management, Tutoring, Written communication skills