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.

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