Derrick Roy Email & Phone Number

Remote

Denver, Colorado, United States

Contact business owners interested in obtaining small business financing• Managed pipeline for originated loans through closing and completerequired management reports.• Listened carefully to customer complaints and swiftly resolved issues bytaking appropriate action.• Applied risk management techniques to evaluate potential risksassociated with granting loans.• Reviewed loan agreements to confirm completeness and accuracy.• Improved loan applications and documentation by informing applicantof additional requirements.

Denver, Colorado, United States

Prospect qualified new business in regards to tax delinquencies• Maintain 300+ daily dials to meet required objectives• Consistently meet required 3.5 hours of customer talk-time• Utilize core competencies when engaging with potential customers• Fluent use of SalesForce.com as well as other application systems• Maintain daily sales quota.• Negotiated payment plans with the IRS on behalf of clients experiencingdifficulty paying their taxes

Denver, Colorado, United States

Over 3 years in current position as an account specialist, working withcustomers, applying set guidelines and policies• Used core competencies, such as active listening, problem solving,customer service, empathy and integrity, to provide customers with ahigh and accurate level of customer experience while resolvingcomplaints and inquiries• Able to make quick judgment calls while ensuring policies are adhered to• Strong Microsoft Office experience with the ability to multi-task betweenseveral applications during each customer contact call• Maintained a high level of quality assurance, while completing 100+daily contact calls.

Irving, Texas, United States

Over 3 years in current position as an account specialist, working withcustomers, applying set guidelines and policies• Used core competencies, such as active listening, problem solving,customer service, empathy and integrity, to provide customers with ahigh and accurate level of customer experience while resolvingcomplaints and inquiries• Able to make quick judgment calls while ensuring policies are adhered to• Strong Microsoft Office experience with the ability to multi-task betweenseveral applications during each customer contact call• Maintained a high level of quality assurance, while completing 100+daily contact calls.