Project Manager Student Loan

**/**** - **/**** ****** Care Specialist II / Sales Associate

My Education Solutions, San Antonio, TX

Handled incoming and made outgoing calls to existing and new clients. Researched facts upon receiving information from the new or existing clients. Set up table and health fairs and schools to attract new clients and provide information on what we as a company did for them. Handled large student loan forgiveness for clients with large student loan debts.Spoke with the different services for Federal Student Loans, to get the exact debt so we could process the forgiveness. Used Salesforce and Excel for programs needed to manage the student loan forgiveness. Heavy inbound and outbound calls at times. Lead sales agent for months only working part-time or as needed. Maintained a high retention rate with existing clients. 07/2016 - 08/2020 Project Manager

Concrete Asphalt Technical Services, San Antonio, TX Project Manager duties include leading my team to for deadlines on project. Dividing up the budget for different project aspects and advocating for additional funding when necessary.

Hiring freelance professionals or selecting project team members. Setting and adjusting project schedules to adhere to deadlines. Created long and short term plans.

Delegated task on the project to employees best positioned to complete them. 04/2015 - 02/2016 Bankruptcy Specialist

Wells Fargo Bank NA,

Check loan agreements to ensure that they are complete and accurate, according to policies. Refer loans to loan committees for approval. Approve loans within specified limits. Submit applications to credit analysts for verification and recommendation. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Interview applicants and request specified information for loan applications. Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs. Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork. Maintain current knowledge of credit regulations. Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation. 06/2014 - 08/2014 Admissions Rep.

Delta Education Systems Inc.,

• Represent the institution in a positive manner by acting as first point of contact • Promote the institute through college fairs and social networking activities • JASON TREVINO

7419 Slippery Elm, San Antonio, TX 78240

Phone: 210-***-****

Email: *********@*****.***

Objective

Seeking a challenging career position with a company offering long-term opportunities for professional growth in recognition of dedication, drive and superior performance that can effectively utilize unique blend of sales, cust svc and accounting.

Ability Summary

Employment History

Communicate with high school management and students to gauge academic interests • Provide information to students regarding courses offered and policies and procedures • Review students' applications for eligibility • Provide students with information on admission procedures • Assist students with filling out admission forms • Assist students in making appropriate career choices • Provide heads up on interviews in order to prepare students • Set up appointments with students and assist in interviewing them • Conduct campus tours to familiarize students with the campus

11/2011 - 04/2014 Operations Specialist III

DISYS,

Check loan agreements to ensure that they are complete and accurate, according to policies. Refer loans to loan committees for approval. Approve loans within specified limits. Submit applications to credit analysts for verification and recommendation. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Interview applicants and request specified information for loan applications. Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs. Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork. Maintain current knowledge of credit regulations. Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation. 04/2009 - 06/2009 Home Mortgage Counselor

Robert Half International Inc,

Provide guidance to prospective loan applicants who have problems qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions.

02/2007 - 03/2009 Sales Representative

Conns,

Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Check to ensure that appropriate changes were made to resolve customers' problems. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers. Refer unresolved customer grievances to designated departments for further investigation. Determine charges for services requested, collect deposits or payments, or arrange for billing. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Solicit sales of new or additional services or products. Order tests that could determine the causes of product malfunctions.

08/2006 - 02/2007 Loan Officer

Home Funds Direct,

Originated new loans, assisted cust in mtg financing, refinancing and equity lines of credit.

06/2005 - 07/2006 Senior Loan Consultant

World Savings, San Antonio, TX

Assisted cust in mtg financing, refinancing and equity lines of credit. Modified loans and focused on retention.

11/2003 - 05/2005 Sales Consultant

OneCall Communications,

Selling of cellular phones and accessories for the 4 leading wireless companies. Heavy customer service, cash handling and the training of new employees. Vocational Office Education

No degree provided

South San West Campus,, None Selected

Office Education

General

High School Diploma

South San West Campus, San Antonio, TX

Training in Salesforce.com

Managed Student Loan Forgiveness

Worked Trades and Booths at Colleges and Hospitals Lead Sales 10 months straight

SAM Training (Sales and Management)

References Available on Request

Education History

Occupational Licenses, Certificates and Training

Honors & Activities

Vocational office education training, Sales and Manager Training, Ten-Key, Scanner, Copier, Fax, Microsoft programs

Additional Information

Detailed References

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