Working in a fast paced team environment while remaining autonomous when dealing with complex issues and tasks. Strong collaboration with internal and external partners. Daily event entail working with multiple payment options such as: Financial Aid, Post 9/11, Montgomery GI Bill, Direct Billing, Vocational Rehab and Tuition Assistance vouchers. In order to work with military students I have received military certification. Weekly analysis of student accounts to rectify payment options with outstanding debts. Advisory duties consist of educating students in their payment options and the intricacies of use along with cost of attendance and alternate cost savings measures. I am a strong performer and have received biweekly training and coaching sessions as well as biannual performance evaluations. Multi-tasking and traversing multiple system platforms is also a necessity in daily performance.

Direct communication with customers via phone and email to answer questions, gain commitment and acquire needed information to take client-loans to fruition. Collaborated with personal bankers, processing and underwriting departments to finalize equity loans and lines of credit. During this process, alternate banking, insurance and investment products were also promoted to the customer.Throughout this period, I exceeded quality monitoring, averaging 90 to 100 percent, with average monthly booked loans and line products exceeding one million dollars.

Outbound sales agent responsible for calling on potential sales leads from Internet and direct mail customer inquiries. Once contact was made, pertinent information was gathered to create an application. Once this was accomplished, I worked very closely with the sales force by communicating to them what was needed to deliver prospective applicants.

Answered inbound calls in support of customer needs. Conveyed in a reassuring manner and step-by-step instructions to resolve issues. As well, serviced checking, savings, credit-cards, timed accounts, and cross-sold other consumer banking products to strengthen the clients banking relationship.