Simone Lewis Email & Phone Number

• Handled all communications between sales, customers, and 17 partner accounts, including creating and sending invoices and verifying stipulations.
• Resolved escalations and complex customer and partner related issues.
• Developed department reports in Salesforce and Excel for quarterly and annual audits.
• Boosted close rate by 6% within 5 months after partnering with the development team to upgrade the CRM process.
• Improved team efficiencies that led to a 25% increase in completed files.
• Coordinated the onboarding and implementation of all new partners.

• Managed a team of 15 and oversaw the end-to-end application process.
• Built a balanced scorecard for performance management that was used for the department.
• Absorbed two teams by cross training all team members, eliminating the need for temps and decreasing overall costs.
• Handled and resolved escalations and complex customer related issues.
• Created and maintained departmental standard operating procedures.
• Established and delivered regular training doubling team size within 1 year.

San Diego, California

• Ensured accurate data entry of merchant information on average of 30 files per day.
• Identified as a top performer, averaging 20% more applications than peers.
• Promoted within the role 3 times, each time moving to a team with larger volumes.
• Selected to oversee an off-site data entry team, responsible for managing their workload and delivering their training.
• Acted a liaison between sales, funding, and processing partners.

Greater San Diego Area

• Managed the end-to-end process for funding loans.
• Identified fraudulent activities and sent all relevant details to the fraud department.
• Partnered with credit to mitigate risk and adhere to compliance regulations.
• Conducted employment, income, and insurance verifications.
• Built and maintained strong relationships with 25-30 dealers in the Southern Californian region that led to repeat business.
• Verified the consistency between loan package and system data.