Equipment Leasing and Financing

Primary inbound call center for internal and external clients completing dealer purchases, private party, refinance or lease buyouts. Oversees loan process from origination to closing. • Generated $22 million dollars in auto loans in 2019 and $16 million dollars in auto loans in 2020.• 100% quality in compliance and emails for full tenure.• Mitigating risk and maintaining regulatory requirements by monitoring credit applications for fraudulent activity, reviewing credit relationship, and evaluating high risk credit transactions.• Utilized multiple authentication tools such as Lexis Nexis, Experian, Interact, and other contact center systems (Synergy, Softphone, Bolt, Interact, Avaya, Salesforce) to verify client information and maintain regulatory compliance for credit applications.• Reassigned temporarily to assist with the Small Business Payment Protection Plan1. Processing and Underwriter review of documents to approve credit applications for the Small Business Payment Protection Program. Reviewed financial statements for accuracy and used data for loan calculations and updated credit applications accordingly.2. Corporate Escalation Team- outbound calling to clients to address issues/concerns during credit application process from origination to closing.3. Case Triage Team-reviewed escalated cases in salesforce and routed to appropriate teams to resolve the loan discrepancy.4. Forgiveness Team- inbound and outbound calls to advise clients of documents needed to submit credit application for forgiveness to SBA.

• Demo all Samsung products from Laptops, Mobile Phones, Tablets, and Digital Cameras all within the Samsung store inside Best Buy.• Register all customer devices after purchase to insure proper updates on warranty information and schedule them for a Skills Workshop. • Stay up to date on all Samsung products with ongoing training provided by Samsung.• Process software updates and troubleshot issues on customer devices to.• Increase sales profit for both Samsung and Best Buy by discussing the different features offered by Samsung that other competitors don’t offer and with add on like service protection and other needed accessories. • Process and handle all upcoming reset according to plan a gram, and assign projects • for each team member• Handle all iconic launches and send out daily recaps at the end of every work shift.• Conduct and handle all Skills Workshop to educate consumers on their new and or current Samsung Mobile device or devices.• What I’ve learned with Samsung is how to be developed and managed with their core values: The 4 E’s, MCE, 3 A’s.

a. Train potential and existing clients.b. Proper Management of employees and ensuring all task are complete.c. Handling client complaints and offering excellent customer service.d. Sale personal training using special tactics to gain new cliental.

a. Increase sales profits for Walmarts Gamer Program.b. Inform consumers about special rewards and incentives Walmart offers to its Gamers.c. Help maintain inventory of all gaming products and assist consumers with their finale gaming product selection.d. Take surveys on consumers to gain more product knowledge on how well the gaming program is going.

a. Going out in the field to different business and social events to obtain clients in need of accounting services.b. Set new and existing clients up with different accounting services; payroll, tax preparation, and financial services.c. Propose new incentives to gain new prospects and clients for the business.d. Typed up letters for local business about what Williams Accounting can offer and do for their company.e. Cold call different business in the area and propose different accounting services I can offer their company and set up appointments to meet with the individual.

a. Sales, Customer Service, and Collectionb. Processing credit application in order to get customers approved for a line of credit.c. Writing up new agreement for new and existing customers.d. Managing the daily operations of the store which included daily paperwork, processing payments to active and past due accounts, bank deposits, and weekly goals.e. Make follow up calls to customers who purchased and did not.

a. Sales and Customer Serviceb. Contact customers through email or phone base on their online inquiry.c. Locate vehicles base on customer online quote and contact them once the vehicle arrives.d. Demonstrate the vehicles features, capabilities, and going on test drives.e. Explain the different warranties and service; and what they cover.f. Prospect on a daily basis for new clients.g. Meet daily, weekly, and monthly sale goals.

a. Prepare and maintain the tagging and pricing of all general merchandise.b. Sales, Customer Service, Inventory, and Warehouse.c. Strived to meet or exceed daily, weekly, and monthly goals.d. Build customer confidence by making the shopping experience interactive, engaging, and reassuring as possible.e. Took necessary steps to build a strong customer base by doing follow up calls and asking for references.

a. Preserve the maintenance and cleanliness of the store.b. Demonstrate skillful presentation, communication, and negotiation skills through the entire sales process.c. Consult with clients to determine their furniture needs and priorities.d. Strive to meet or exceed daily, weekly, and monthly sale goals.e. Creative skills in custom decorating, design of new and existing furniture.f. Worked close with warehouse personal to help ensure the tagging of new incoming merchandise into the store and also helped with inventory.g. Took necessary steps to build a strong customer base by doing follow up calls and asking for references.

a. Managed, prepare food, operate cash register, purchased food and ordered supplies.b. Interview, hire, and train new and current employees.c. Prepare work schedule, count money and prepare bank deposit at the beginning and end of each work shift.d. Record daily transaction and activity at the end of each work shift.e. Identify problems within the work place and diagnose corrective action.f. Respond to customer and employee complaints and request.