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loan consultant customer service work from home resume example with 9+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Professional Summary

Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.

Skills
  • Account management
  • Creative problem solving
  • Relationship building and management
  • Online Chat
  • Independent decision making
  • Operations management
  • Complaint resolution
  • Business Development
  • Strategic Thinking
  • Training Junior Team Members
Work History
03/2021 to Current Loan Advisor/Account Manager (Work From Home) FlowManifest LLC | , , Shrewsbury
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Directed training and retraining of employees to boost performance and enhance business results.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintained strict confidentiality of bank records and client information.
  • Successfully closed average of 15 loans per month.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Monitored pipelines to track and log status of loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Oversaw new business development and customer servicing.
06/2016 to 03/2021 Owner/Loan Advisor (Work From Home) Broadway Advance | , ,
  • Provided customer support for clientele on wide range of loan products
  • Provided chat support through various platforms and maintained efficient response speed
  • Reviewed customer applications closely to identify any opportunities for further development and revenue
  • Recommended loan approvals and denials based on customer loan application reviews
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
  • Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions
  • Cultivated client loyalty, promoted repeat customers and improved sales
  • Asked open-ended questions to determine which products or services would be best fit for customer's needs.
11/2015 to 03/2016 Loan Advisor/Account Manager (Work From Home) Dressler & Associates LLC | , ,
  • Provided customer support for clients on wide range of loan products
  • Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations
  • Provided chat support through various platforms and maintained efficient response speed
  • Effectively manage high-volume incoming and outgoing client calls
  • Built positive relationships with customers by offering best financing and product options for business loans
  • Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
  • Set up and controlled user profiles and access levels for each database segment to protect important data
01/2012 to 11/2015 Manager/Debt Collection Agent (Call Center) Company Name | , ,
  • Improve call center functionality and service capacity by resolving client complaints efficiently and quickly
  • Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations
  • Provide elevated client experience in order to generate trust and loyalty with clientele
  • Extensive experience with customer service management systems and databases
  • Effectively manage high-volume incoming and outgoing client calls
  • Handle chat support and maintain sufficient response speed
  • Set up and controlled user profiles and access levels for each database segment to protect important data
  • Maintain track of clients' payment plans and/or settlements
  • Handling overall duties with payment processing and payment changes daily
  • Review incoming resumes and administer interviews
  • Oversee employee protocol, etiquette, and efficiency
  • Trained over 35 employees in customer service, account management, and sales
  • Enhanced training programs to strengthen employee knowledge and promote new managers from within
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflow to meet any daily demand
Education
Expected in 12/2015 to to Certification | Real Estate New York Real Estate Institute, New York, NY, GPA:
Expected in 06/2012 to to High School Diploma | New Dorp High School, Staten Island, NY, GPA:
Expected in to to | Business Administration College of Staten Island , Staten Island, NY, GPA:

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Resume Overview

School Attended

  • New York Real Estate Institute
  • New Dorp High School
  • College of Staten Island

Job Titles Held:

  • Loan Advisor/Account Manager (Work From Home)
  • Owner/Loan Advisor (Work From Home)
  • Loan Advisor/Account Manager (Work From Home)
  • Manager/Debt Collection Agent (Call Center)

Degrees

  • Certification
  • High School Diploma
  • Some College (No Degree)

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