Sales Agent Financial Services

Professional Summary

Skills

Work History

JACOB GONZALEZ

Brownsville, TX 78521 956-***-**** *****.********@*****.*** Talented loan sales agent with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills. Excellent Communication

Teamwork and Collaboration

Problem-Solving

Google Workspace

Cultural Awareness

Dependable and Responsible

Jun 2021 - Current

Work From Home

Student Loan Sales Agent

Sallie Mae Bank

Developed and maintained relationships with customers, lenders and other third parties. Evaluated loan requests and documents to verify accuracy and completeness. Processed loan applications and monitored progress from start to finish. Assisted customers with completing loan applications and other paperwork. Apr 2022 - Current

Work From Home

Sallie Mae Sales Subject Matter Expert

Sallie Mae Bank

Supported, and sometimes led, group training courses to align with corporate sales and service goals. I am support trainer 3 - 4 months in the year.

Trained new hires on sales and account management practices to reduce process lags and enhance performance, efficiency and profitability.

Provided coaching and mentoring to employees.

Mar 2016 - Aug 2018

South Padre Island, TX

Delivery Driver

Pizza Hut

Completed on-time deliveries by choosing best and most efficient routes. Delivered packages to customer doorsteps and business offices. Education

Maintained upbeat, positive attitude in busy, customer-focused environment. Completed rush deliveries on tight timetables to satisfy customer needs. May 2020

Edinburg, TX

Bachelor of Arts: Communication Studies

University of Texas Rio Grande Valley

Jun 2016

Brownsville, TX

High School Diploma

IDEA Frontier + Lopez High School

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