Romnick A.

Team Leader/SBA Lead Gen Specialist

FUNDING SPECIALIST As an SBA Lead Gen Specialist, I serve as the first point of contact for qualifying SBA loan applicants, ensuring that qualified candidates are passed on to business loan specialists for further processing. Conducting outbound calls and sending follow-up emails to clients who apply for SBA loans. Acting as the initial step in the qualification process, assessing applicant's eligibility. ACCOUNT SPECIALIST As an Account Specialist, we handled an inbound call for 80-100 calls or more a day from a very well-known bank in the US. Efficiently manage ACH, debit, and credit card accounts, ensuring seamless financial transactions. Conduct comprehensive account management tasks, including billing, refunds, and client retentions. Maintain up-to-date knowledge of banking regulations and industry trends to offer informed guidance to clients. Why should you hire me? *Excellent in Communication Skills *Can work under pressure *Proficient with working through phone and emails *Can work with very minimal supervision *Good time management and very flexible with scheduled and different shifts given *Committed, hardworking and with sense of professionalism *Highly versatile to people and adjust easily to situation Tools Used: *Slack *CRM *Calendly *Ring Central *Trello *Zoiper *Avaya *Salesforce *Altruist *Microsoft Teams *Happy fox *Rep chat *Sign well *Black Diamond *Intermedia *Microsoft Outlook *Microsoft Excel