Continued …

Sylvia williams

Valrico, FL 813-***-**** gvimotions@gmail.c om

Customer Services Consultant Qualifications

Assisted and coordinated management with the successful closing of 80% of accounts on first client contact. Managed 100% of incoming and outbound calls in a fast pace environment. Closed and resolved issues on 90 to 95% of all new accounts. Trained and Developed team representatives with office operational procedures on successful client and program implementation. Highly Trained and Proficient In Microsoft Office Suite. Resolved Customer conflicts in a high call volume center. Great communication and decision making skills. Professional Experience

Primerica Financial services 8/2020-Present

Performed outgoing calls and scheduled client appointments based on a diverse schedule.

Reviewed reports in order to substantiate accuracy and follow-up.

Reviewed audit responses and annotated computer databases to address all issues.

Received incoming concerned customer calls; expediently escalated to management for resolution Global Visionaires In Motion, LLC 1/2016 -7/2020

Assisted Clients with strategic planning in structuring business credit profile

Performed Client Consultation in Preparation for Business Funding. HOME SALES CONSULTANT (HOUSE HUNTER)

Bentley’s Funding Group (Contracted), Tampa, FL 9/ 2013 -11-2015 Key Results:

Prospected 12 potential clients. Closed sales rate of 10% per month. High client CSAT ratings.

Identified motivated sellers with distressed property looking for immediate cash buyers.

Process all pertinent information regarding distressed property into the Southeast regional proprietary database.

FINANCIAL SERVICES CONSULTANT 3/2009 – 9/2012

Williams Consulting, Valrico, FL

Prime National (Contracted), Tampa, FL

Key Results:

Successfully managed high end client credit accounts. Closed 30-40% of first client contact sales.

Market Network with real estate professionals to assist with home buyer’s preparation.

Provided free credit analysis and assisted client with understanding credit profile Received Inbound & Outgoing Calls

Resolved Customer Conflict When Miscommunication was an Issue SMALL BUSINESS CONSULTANT

Williams Consulting, Valrico, FL 3/2009 - 5/2012

Key Results:

Managed small business portfolios. Assessed credit needs, and financial outlays for future capital investments. Mitigated risks. Marginalized approaches to risks. Used SWOT analysis to determine success predictability. Processed PNL.

Assisted clients set up limited liability corporation.

Identified, mitigated, and negotiated property rental for business establishment. S W

Sylvia Williams

Meridian Lending, Brandon, FL 3/2007 - 4/2009

Key Results:

Consistently met KPI’s in training and development, quality, and best CSAT results.

Managed 3 reports in the mortgage origination department.

Trained and developed new mortgage loan originators.

Processed and originated loans.

LOAN BRANCH MANAGER

NU –Place Lending, Brandon, FL 10/2005 - 2/2007

Key Results: Ranked high in exceeding customer satisfaction, timely, and accurate processing of loans.

Managed 3 report personnel in the mortgage origination department.

Trained and developed new mortgage loan originators.

Processed and originated loans.

TITLES CLERK (Automotive)

Ford Motor Credit, Tampa, FL 2/2001 - 12/2004

Key Results: Processed over 1k vehicle titles accurately with low errors and omissions.

Verified costs, including the costs of reconditioning and equipment add-on's.

Prepared legal transfer documents for the DMV, along with the tax and title documents.

Submitted all legal transfer documents to the DMV.

Received and processed paperwork from the Finance & Insurance department.

Prepared payoff checks for new vehicles and trade-ins.

Posted vehicle sales and purchases, and entered inventory control information.

Reported new vehicle sales to the manufacture(s), and registered extended service policy contracts.

Prepared trade-in vehicle jackets.

Ensured that the name and address files are updated on an ongoing basis.

Organized, reliable, articulate, and detail oriented. Education

University of South Florida, Business Management

Hillsborough Community College,

(Associates of Science, Criminal Justice)

Computer skills

Possess strong working knowledge of Microsoft Office, Outlook, SalesForce, and Excel. Continued …

Sylvia williams

Valrico, FL 813-***-**** gvimotions@gmail.c om

Customer Services Consultant Qualifications

Assisted and coordinated management with the successful closing of 80% of accounts on first client contact. Managed 100% of incoming and outbound calls in a fast pace environment. Closed and resolved issues on 90 to 95% of all new accounts. Trained and Developed team representatives with office operational procedures on successful client and program implementation. Highly Trained and Proficient In Microsoft Office Suite. Resolved Customer conflicts in a high call volume center. Great communication and decision making skills. Professional Experience

Primerica Financial services 8/2020-Present

Performed outgoing calls and scheduled client appointments based on a diverse schedule.

Reviewed reports in order to substantiate accuracy and follow-up.

Reviewed audit responses and annotated computer databases to address all issues.

Received incoming concerned customer calls; expediently escalated to management for resolution Global Visionaires In Motion, LLC 1/2016 -7/2020

Assisted Clients with strategic planning in structuring business credit profile

Performed Client Consultation in Preparation for Business Funding. HOME SALES CONSULTANT (HOUSE HUNTER)

Bentley’s Funding Group (Contracted), Tampa, FL 9/ 2013 -11-2015 Key Results:

Prospected 12 potential clients. Closed sales rate of 10% per month. High client CSAT ratings.

Identified motivated sellers with distressed property looking for immediate cash buyers.

Process all pertinent information regarding distressed property into the Southeast regional proprietary database.

FINANCIAL SERVICES CONSULTANT 3/2009 – 9/2012

Williams Consulting, Valrico, FL

Prime National (Contracted), Tampa, FL

Key Results:

Successfully managed high end client credit accounts. Closed 30-40% of first client contact sales.

Market Network with real estate professionals to assist with home buyer’s preparation.

Provided free credit analysis and assisted client with understanding credit profile Received Inbound & Outgoing Calls

Resolved Customer Conflict When Miscommunication was an Issue SMALL BUSINESS CONSULTANT

Williams Consulting, Valrico, FL 3/2009 - 5/2012

Key Results:

Managed small business portfolios. Assessed credit needs, and financial outlays for future capital investments. Mitigated risks. Marginalized approaches to risks. Used SWOT analysis to determine success predictability. Processed PNL.

Assisted clients set up limited liability corporation.

Identified, mitigated, and negotiated property rental for business establishment. S W

Sylvia Williams

Meridian Lending, Brandon, FL 3/2007 - 4/2009

Key Results:

Consistently met KPI’s in training and development, quality, and best CSAT results.

Managed 3 reports in the mortgage origination department.

Trained and developed new mortgage loan originators.

Processed and originated loans.

LOAN BRANCH MANAGER

NU –Place Lending, Brandon, FL 10/2005 - 2/2007

Key Results: Ranked high in exceeding customer satisfaction, timely, and accurate processing of loans.

Managed 3 report personnel in the mortgage origination department.

Trained and developed new mortgage loan originators.

Processed and originated loans.

TITLES CLERK (Automotive)

Ford Motor Credit, Tampa, FL 2/2001 - 12/2004

Key Results: Processed over 1k vehicle titles accurately with low errors and omissions.

Verified costs, including the costs of reconditioning and equipment add-on's.

Prepared legal transfer documents for the DMV, along with the tax and title documents.

Submitted all legal transfer documents to the DMV.

Received and processed paperwork from the Finance & Insurance department.

Prepared payoff checks for new vehicles and trade-ins.

Posted vehicle sales and purchases, and entered inventory control information.

Reported new vehicle sales to the manufacture(s), and registered extended service policy contracts.

Prepared trade-in vehicle jackets.

Ensured that the name and address files are updated on an ongoing basis.

Organized, reliable, articulate, and detail oriented. Education

University of South Florida, Business Management

Hillsborough Community College,

(Associates of Science, Criminal Justice)

Computer skills

Possess strong working knowledge of Microsoft Office, Outlook, SalesForce, and Excel.

Contact this candidate