Education Finance Services Representative
CurrentField inbound/outbound calls related to both federal and private student loan consolidation and origination, probing potential/existing customers to identify what type of loans they want or already have and helping the customer determine what type of product best suits their needs, explaining the programs, ensuring the customer understands, qualifying the customer and managing the account through the funding process. Manage escalated support line for both retail branch personal bankers and telesales education loan consultants, answering their questions regarding federal policies and company guidelines and mollifying upset customers in order to retain business. Act as a liaison between telesales associates and senior management encouraging “ground up” innovation, UAT software prior to company wide application roll out in order to identify and correct potential problems, promote company culture, develop and present instruction aimed at increasing productivity and profitability.