Experience

LendingPoint™

• United States
• Financial Services
• 200 - 300 Employee

• Senior Sales Specialist

  • Jun 2018 - Present

  Atlanta Metropolitan Area • Source sales opportunities through inbound leads and outbound calls with potential customers. • Manage high volume of inbound and outbound calls in a timely manner. • Establish connection with customers over the phone; build an environment of trust through responsive service and understanding needs. • Using consultative and value selling techniques to identify needs, determine eligibility and present best financial solutions that solve customers’ needs. • Clarify information… Show more • Source sales opportunities through inbound leads and outbound calls with potential customers. • Manage high volume of inbound and outbound calls in a timely manner. • Establish connection with customers over the phone; build an environment of trust through responsive service and understanding needs. • Using consultative and value selling techniques to identify needs, determine eligibility and present best financial solutions that solve customers’ needs. • Clarify information, research every issue and provide solutions and/or alternatives. • Follow communication scripts and advertise products to interested customers in a manner that is professional and honest. • Research and understand product lines to confidently upsell our customers to compatible products. • Seize opportunities to upsell products when they arise. • Listen attentively to customer questions and provide answers that are knowledgeable and insightful to encourage product sale. • Build sustainable relationships and engage customers by taking the extra mile. • Meet personal/team qualitative and quantitative targets.

• Customer Service Representative

  • Jan 2018 - Jun 2018

  Atlanta Metropolitan Area • Interacted with customers to provide and process information in response to inquiries, concerns and requests with accuracy and efficiency; handled and resolved complaints and maintained the company’s reputation for high-quality service • Provided excellent service to customers through inbound and outbound calls and using written communication to provide information and support • Identified and assessed customers’ needs to achieve satisfaction • Established connections with customers;… Show more • Interacted with customers to provide and process information in response to inquiries, concerns and requests with accuracy and efficiency; handled and resolved complaints and maintained the company’s reputation for high-quality service • Provided excellent service to customers through inbound and outbound calls and using written communication to provide information and support • Identified and assessed customers’ needs to achieve satisfaction • Established connections with customers; built an environment of trust through responsive service and understanding needs • Maintained company standards in order to ensure a high quality of service • Promptly responded to customer's questions; answered customer's questions and provided information to resolve any issues • Provided accurate, valid and complete information by using the right methods/tools • Followed communication procedures, guidelines and policies • Kept records of customer interactions and transactions, recorded details of inquiries, complaints, comments, actions taken, etc • Entered customer information into specified databases and company systems/software applications • Performed all functions related to receipt of ACH transactions • Performed ACH and Debit Card transactions according to federal and state laws • Maintained updated knowledge of all company products and services in order to provide adequate education to customers and be informed of any changes in company policies