Corbin Ragan Email & Phone Number

San Francisco Bay Area

- Own the overall relationship throughout all stages of the customer journey from onboarding, driving, growth, and retention- Promote business growth by working collaboratively with the sales team to attract, convert and deliver against new revenue targets in this segment- Present tailored risk management solutions and strategies to new and existing clients- Prepare and deliver informative proposals and presentations to prospective and existing corporate clients- Develop in-depth internal account plans with a view to expand and retain clients

San Francisco Bay Area

- Active outbound call function, making the initial call and providing ongoing follow up support- Clearly communicating compliance requirements and assisting with associated queries- Promoting development and cohesion across Dealing, Onboarding and Compliance teams- Answer and process a large volume of inbound calls from corporate clients- Understand, communicate and promote all OFX’s products, platforms and offerings- Work with corporate clients, and other OFX teams to review and solve blocked payments

San Francisco Bay Area

- Promoted customer conversions by selling the benefits of OFX- Accurately priced and booked foreign exchange transactions, while negotiating when necessary- Made relevant foreign exchange product recommendations to customers by recognizing their needs- Responsible for converting online registrations into new dealing clients to deliver revenue opportunities – following up by phone or email as required- Managed call and email volumes while delivering outcomes within specific timeframes

San Francisco Bay Area

- Manage high call and email volumes and deliver outcomes to clients in a an efficient manner- Respond to client queries across all facets of the payment process- Work with Operations and Compliance to track payments to and from the client

San Francisco Bay Area

Review loan files for accuracy and check for any discrepancies between the lending system and the loan file. Manage closing functions in an environment of constantly changing deadlines while maintaining a high level of accuracy. Effectively prioritize loan disclosure requests and process in a timely manner.

Chico, California Area

Responsible for answering customers' questions, and providing information on procedures and policies. Assisted customers by providing information and resolving their complaints. Received bonuses for signing up 5-7 customers for a credit card each shift.

Walnut Creek

Sought out new clients and developed clientele by networking. Met with prospective clients to obtain data about their financial resources and needs. Worked to provide financial security to those individuals and their families by customizing insurance programs to suit specific needs.

Chico, California Area

Created and maintained chapter budget. Responsible for creating the monthly financial statements to present to the chapter. Allocated funds where and when they needed to be distributed.

Bachelor’S Degree, Finance

Activities and Societies: Finance Club, Investors Club, Sigma Chi Fraternity

Global Economics

Studied Global Economics at Charles University in Prague

High School