Iris Polanco Email & Phone Number

Charlotte, NC, US

• Develop deep relationships with individual and small business clients to guide them in achieving their financial goals, utilizing personalized strategies to offer tailored solutions.
• Leverage knowledge of lending and credit products to originate equity lines of credit, assess the client’s financial status, create debt management plans, and calculate clients’ income to meet debt obligations.
• Proactively connect with clients through outbound calls and consistent follow-up routines with all lines of business to ensure timely and effective deal placement.
• Utilize available resources and technologies to optimize the client experience and deliver operational excellence, adhering to KYC and Risk management processes.
• Adhere to established processes, laws, and guidelines in performing day-to-day activities, managing client interactions in compliance with regulatory requirements.

Philadelphia, PA, US

• Passionately represented products and services sharing and demonstrating their benefits to consumers.
• Maintained a customer-first approach to evaluate needs and provide tailored solutions.
• Achieved sales and customer experience goals, providing comprehensive onboarding activities to ensure users understood products and services.
• Performed operational and administrative tasks focusing on customer care to resolve issues and elevate retention.

Toyota City, Aichi Prefecture, JP

• Performed complex administrative and business support activities, anticipating and managing workflow.
• Provided direct administrative support, including calendar management and travel coordination for internal and external events.
• Maintained and monitored incoming communications, ensuring appropriate distribution and responses.
• Generated analytical reports and acted as the primary point of contact for inquiries and issues related to departmental administrative processes.

Santo Domingo, DO

-Performed a variety of complex and executive-level administrative and business support activities; anticipate and manage workflow.-Provided direct administrative support, including calendar management and travel coordination for complex internal and external events.-Maintained and monitored incoming communications, electronic and other, for appropriate.

Master Of Business Administration - Mba, Marketing

Business Specialist Certificate, Project Management

Bachelor'S Degree, Legal Studies, General