Nico P.

Cold calling Underwritter Review Financials: Examine bank statements, credit reports, and business cash flow to assess risk. Verify Information: Ensure all documents (IDs, voided checks, business licenses, etc.) are legitimate and consistent. Assess Risk Level: Analyze daily balances, deposits, and spending patterns to decide whether the business can repay the advance. Determine Offer Terms: Based on risk, decide on: Compliance Check: Make sure the file follows legal and internal funding guidelines to prevent fraud or non-compliance. Closer Present the Offer: Clearly explain the approved funding amount, fees, factor rate, and repayment terms to the merchant. Address Objections: Answer questions, overcome

Streamlined and organized her day-to-day, weekly, and monthly tasks.

Cold calling Conduct initial borrower outreach and follow-ups via phone, email, and SMS Assist borrowers in completing the 1003 loan application remotely Collect, review, and organize loan documents (pay stubs, W-2s, tax returns, bank statements, IDs) Perform initial document checks to identify missing items or discrepancies Enter and update borrower data accurately in LOS systems (Encompass, Calyx, Arive, LendingPad) Upload, label, and maintain well-organized loan files in LOS and cloud storage Support disclosure delivery, e-signatures, and credit authorization tracking Communicate daily with Loan Officers and Processors to ensure smooth handoff to processing Track pipeline status, follow-ups, and borrower responsiveness in

Cold calling Established contact with property owners to inquire about potential purchase opportunities Performed administrative tasks, document management and report development for inter-departmental use. Provided day-to-day administrative support, improving overall business efficiency.

Cold calling Contacted homeowners to inquire about property availability for purchase. Established contact with property owners to inquire about potential purchase opportunities Performed administrative tasks, document management and report development for inter-departmental use. Provided day-to-day administrative support, improving overall business efficiency.

Cold calling Contacted homeowners to inquire about property availability for purchase. Established contact with property owners to inquire about potential purchase opportunities Performed administrative tasks, document management and report development for inter-departmental use. Provided day-to-day administrative support, improving overall business efficiency.

Cold calling Contacted homeowners to inquire about property availability for purchase. Established contact with property owners to inquire about potential purchase opportunities Performed administrative tasks, document management and report development for inter-departmental use. Provided day-to-day administrative support, improving overall business efficiency.

Cold calling Gathered valuable insights during the pandemic by conducting surveys UK and Australia campaigns (Supervisor) Tracked employee productivity, performance and task completion to meet quality standards. Aligned day-to-day activities with targets set by upper management. Trained staff to review and reconcile daily transactions to apply best management practices.

Cold calling Led B2B lead generation efforts, specializing in cold calling for Mortgage and MCA loans as a Senior Supervisor. Educated customers about conditions of credit and loans, repayment requirements and loan periods. Issued approvals within authorized limits and escalated large-value applications to senior staff for review. Expertly delegated daily tasks to team members for maximized operational efficiency.

Maximized customer satisfaction by resolving service issues promptly. Developed empathetic client relationships and earned reputation for consistently exceeding sales goals. Oversaw customer account inquiries, accurately providing information to resolve service complaints and guarantee customer satisfaction. Guaranteed first-class customer service, enthusiastically anticipating and catering to customer needs and requirements. Addressed customer service enquires quickly and accurately.

Oversaw customer account inquiries, accurately providing information to resolve service complaints and guarantee customer satisfaction. Assisted in fulfilment of customer orders placed in person, via email, online and by telephone. Built rapport with customers through courteous and professional communications. Served as point of escalation for complex customer issues, capturing timely resolution to drive client retention. Addressed customer service enquires quickly and accurately. Guaranteed first-class customer service, enthusiastically anticipating and catering to customer needs and requirements.

I used to booked flight, hotel and car reservation Maximised customer satisfaction by resolving service issues promptly. I also undergone some training such as peer QA, peer trainer, and assistant team lead Performed well at quality assurance evaluations by continuously actioning performance feedback to drive personal improvement. Processed and issued product orders and service upgrades for customers. Assisted customers with product-related questions, feedback and complaints. Built rapport with customers through courteous and professional communications.