Steven O'Daniel Email & Phone Number

Chicago, Illinois, United States

•Client Relationship Management: Build and maintain relationships with clients to ensure satisfaction and retention.•Financial Consultation: Provide clients with guidance on loan products, rates, and repayment options to meet their financial needs.•Portfolio Management: Oversee a portfolio of accounts, ensuring timely payments, monitoring performance, and addressing issues as they arise.•Credit Analysis: Analyze the creditworthiness of clients to determine loan eligibility and risk levels.•Cross-Selling Financial Products: Recommend and promote additional financial services or products that may benefit the client.•Problem Resolution: Address any issues related to loan servicing, repayments, or client concerns, escalating as necessary.•Compliance and Documentation: Ensure all transactions and communications comply with legal and company regulations, maintaining thorough and accurate records.• Collaboration: Work closely with internal teams such as underwriting, legal, and customer service to ensure smooth loan processing and servicing.

Warren, Michigan, United States

• Build sustainable relationships and trust with customer accounts through open and interactive communication.• Source new sales opportunities through inbound lead follow-up and outbound calls and emails.• Identify and assess customers’ needs to achieve satisfaction.• Close sales and achieve quarterly quotas.• Meet personal and team sales targets.• Identify ways to save the company money while ensuring the client is fully satisfied.

Sterling Heights, Mi

• Keep records of customer interactions, process customer orders and file documents• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution• Provide accurate, valid and complete information by using the right methods/tools• Follow communication procedures, guidelines and policies• Take the extra mile to engage customers• Manage large amounts of incoming phone calls and emails

Bachelor Of Business Administration - Bba, Business Administration, Management And Operations

Associate Of Business Administration Degree, Business Management

Associate Of Business Administration Degree, General Business