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 distribution and responses, which includes highly sensitive material.-Developed analytical reports and completed projects of average to moderate complexity and priority.-Served as the primary point of contact for inquiries and issues related to administrative processes at the department. Provide administrative staff with information, educational training, and experiential growth opportunities around all lines of business.

Master Of Business Administration - Mba, Marketing

Business Specialist Certificate, Project Management

Bachelor'S Degree, Legal Studies, General