• Managed inbound phone calls and email inquiries from field partners, providing courteous and informative assistance to address inquiries, resolve concerns, and maintain positive relationships.• Managed end-to-end process of loan origination, reviewing and processing loan applications to facilitatelending experiences for clients, while managing issue resolution to ensure client needs were met effectively.• Conducted thorough and precise reviews of loan documents, ensuring compliance with regulatoryrequirements and internal policies, guaranteeing the integrity of the lending portfolio.• Implemented an efficient document management system, enhancing accessibility and organization ofcritical loan-related materials for quick reference and audit purposes.

• Bilingual client support, handling inbounding calls from clients in Brazil, guiding them on strategies toenhance their account levels and assisting them in product purchases.• Addressed and resolved inquiries related to client orders and products, as well as assisting customers in password resets and guiding them through the online system.

• Provided customer support by answering inbound calls of clients, assisting customers to correctly fill out forms for their contracts and to open accounts and educating them on available products.• Supported office maintenance by maintaining and organizing customer files and documentation, as well as accepting and processing office payments.

• Answered inbound calls to support participants from all levels of business understand the restrictions and complex nature of their stock plan, including restricted stock, employee stock purchase and options.• Supported participants with their global stock plan account as well as any retail account. This supportincluded dividend reinvestment, payout, and paying cash for taxes and tax elections.• Assisted the investigation and solution of issues with the companies’ stock, including but not limited tovesting, purchasing, cost basis and tax issues.• Provided assistance in passwords resets, and navigating the online system, which included modelingtransactions, trading stock, finding documents, certifying tax forms, and changing personal information.

• Customer support in preparation of contracts, and answering phone and video calls with customers to clarify doubts and address inquiries, while being responsible for reviewing submitted documents and ensuring the company’s identity procedures for high value customers were followed, avoiding illegal activity.