• Lender and Financial Institution Management: Act as the primary liaison between the company andfinancial institutions, ensuring smooth communication and negotiations to secure favorable terms forfinancing options.• Customer Financial Education: Educate customers on available financial products, explaining complexoptions in an easy-to-understand manner to help them make informed decisions about warranties,protection packages, and other extended services.• Documentation Preparation: Prepare and review all necessary financial documentation for customertransactions, ensuring accuracy and compliance with company policy and financial regulations.• Credit Analysis and Application Processing: Analyze credit reports and applications to verify accuracy andcompleteness before submission to financial institutions, ensuring all information aligns with companyguidelines.• Relationship Building: Develop and maintain strong relationships with customers and financialinstitutions, fostering trust and loyalty through transparent communication and exceptional service.• Operational Efficiency: Streamline financial processes within the business office to enhance efficiencyand reduce processing times, contributing to the overall success of the department.• Regulatory Compliance: Stay updated on financial regulations and ensure all practices comply withindustry standards, preventing misrepresentation of company policies.

· Assisted customers with coffee selection, inquiries, and order customization requests.· Recipient of multiple positive reviews acknowledging dedication to excellent customer service.· Built long-term customer relationships and advised customers on purchases and promotions.· Dispensed orders to customers in a timely and organized manner.

• Maintained friendly and professional interactions with vendors and customers. • Identified process inefficiencies through gap analysis.• Developed and executed marketing programs and general business solutions resulting in increased company exposure, customer traffic, and sales. • Executed transactions such as including deposits, withdrawal. Managed account payable, inventory and successfully identifying discrepancies.

• Schedule and coordinate meetings, appointments.• Oversee receptionist area, including greeting visitors and responding to telephone and in-person request for information• Handle all public relations inquiries• Managed the day-to-day calendar for company• Obtained signatures for financial documents

· Sell and complete applications, as well as bind automobile and property insurance policies for clients, including new business, renewals, and endorsements· Apply organization and time management skills when coordinating and responding to inbound telephone and email inquiries· Confer with clients to obtain and provide information when claims are made on a policy· Contact customers regarding account status and renewals· Strong team player ethics, and willingness to help all reach goals