Loan Advisor Resume Example Company Name - Laguna Hills, California

LOAN ADVISOR

Professional Summary

Dedicated Administrative professional with proven skills in managing administrative teams and delegating tasks to accomplish operational goals. . Methodical and highly organized with good prioritization and planning abilities.. Superb project-specific drawing interpretation, technical document prep and site activity monitoring abilities. First-rate organizational skills with ability to quickly solve problems. Meticulous worker with the ability to work well under pressure and meet strict deadlines. Exceptional organizational, negotiation and multitasking skills. Performance-driven Lead Generation Specialist adept at cold calling, pre-screening for qualification, and overcoming objections to achieve optimal prospect engagement. Personable, creative, and expert communicator talented at building positive rapport and long-term relationships.

Skills

Strategy implementation
Process improvement
Project organization
Team building
Retention strategies
Network development

Revenue Generation
Product promotions
Marketing understanding
Lead prospecting
Data management
Solution selling

Work History

Loan Advisor08/2020 to Current
Company Name – City,State

Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Recommended loan approvals and denials based on customer loan application reviews.
Observed all regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Documented and detailed calls and complaints using call center's CRM database.
Memorized scripts to achieve easy conversational flow in interactions with potential customers.
Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Cold called perspective customers to determine product or service needs, ascertain timelines, and identify decision-makers.
Initiated contact with prospects and conducted follow-up calls to garner information and qualify leads.

Prefabricator 08/2019 to 07/2020
Company Name – City,State

Increased productivity by closely inspected machine parts and replacing worn components quickly to optimize performance
Read daily work orders to appropriately set up machines for daily needs and specific task such as tool sharpening
Monitored machines and grinding wheels during operation and use to assess functionality and maintain safety
Repaired machines according to preventative maintenance schedules or to resolve emergency events and return service
Decreased time lost delays by closely monitoring personal and co-worker safety and minimizing safety hazards
Used hand trucks, forklifts and scissor lifts to complete tasks and transport items

Carpenter Apprentice03/2017 to 06/2019
Company Name – City,State

Formed thousands of yards over concrete both commercial and residential
Monitored inventory of key tools and materials used at each project site to provide consistent availabilities
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
Interpreted specifications and construction drawings to understand tasks necessary to complete each job
Cut materials according to specifications in preparation for installation
Gained valuable education in residential and commercial building codes
Reinforced concrete slabs and pieces by placing and securing steel bars to enhance and extend life of structures
Worked with master carpenters to install decks for both residential and commercial customers
Installed and repaired woodwork, millwork and cabinetry under supervision of master carpenter
Accepted feedback from foreman and journeyman carpenter, implementing suggestions into later work
Observed all OSHA and corporate safety regulations and procedures

Team Lead Sales Associate02/2015 to 01/2017
Company Name – City,State

Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products
Walked through department multiple times each shift to evaluate and correct issues such as cleaning and stock replenishment needs
Assisted customers with locating and choosing merchandise in any store department
Assisted customers by answering questions and fulfilling requests
Supervised end-to-end stock management, including examining incoming inventory, merchandising shelves and preventing shrinkage
Created and led sales promotions and advertising strategies to boost profits and bring in new customers
Trained team members in successful strategies to meet operational and sales targets
Educated staff on strategies for handling difficult customers and challenging situations
Developed, implemented and enhanced employee targets and operational policies to promote productivity and strengthen team performance
Assigned jobs to individual employees by considering factors such as previous training, current abilities and general knowledge
Answered questions about store policies and concerns to support positive customer experiences
Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers

Education

High School Diploma2016Loara High School- City, State

Resume Overview

School Attended

Loara High School

Job Titles Held:

Loan Advisor
Prefabricator
Carpenter Apprentice
Team Lead Sales Associate

Degrees

High School Diploma 2016

Loan Advisor Resume Example

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