Downingtown, Pa. *****
Objective: Seeking a position as a Client Relations Representative with a Company that offers Opportunities for Growth and Values Employee Initiative
EDUCATION:
West Chester University, West Chester, PA Graduated December 1996 PROFESSIONAL EXPERIENCE:
Vanguard- Onboarding & Foundational Specialist January 2022- January 2023
• PASSED SIE Test – First Attempt
• Assist Clients with opening Retirement and Brokerage Accounts
• Handle various maintenance tasks for clients such as password resets and adding beneficiaries
• Maintained 100% efficiency in all account maintenance categories BYL Collections
Commercial Loan Collector March 2021 – October 2021
• Collected $75,000 every month in Gross Money
• Collected $18,750 every month in Company Fee
• Provided Qualified Payment Plan Arrangements to assist Commercial Credit Debtors in resolving their Financial Obligation
Giant Supermarket March 2020- February 2021
Front End Sales Associate
Flagship Credit Acceptance March 2014– February 2020 Sales & Credit Representative – Indirect Auto
• Booked an average of 150 contracts per month
• Maintained a consistent “Book to Approve” ratio of 15%
• Averaged 150 Applications worked per day
• Developed and maintained solid business relationships with finance & sales managers at automobile dealerships
• Provided excellent communication with inside and outside sales staff to capture new contracts Sallie Mae Inc March 2013 – March 2014
Student Loan Collector
• Consistently reached required monthly goal of $1,000,000 in cured balances in 30 & 90 day delinquency buckets