● Prescreen and qualify inbound leads via Salesforce. ● Handling inbound and outbound calls from clients courteously and professionally via Ring Central. ● Listening attentively to client inquiries, concerns, and requests, providing accurate information and guidance. ● Documenting all client interactions with detailed and organized notes to ensure clear records of communication. ● Effectively scheduling and managing client appointments using an appointment booking system. ● Collaborating with the legal team to coordinate client meetings and consultations. ● Maintaining a high level of accuracy and efficiency when booking appointments to optimize schedule. ● Providing administrative support as needed to ensure the smooth operation of our remote office. ● Continuously improving my knowledge of immigration services and processes to better assist clients. ● Upholding my commitment to delivering a positive and empathetic client experience.

● Built and strengthened relationships across functional leadership areas to keep revenue development and operational plans interconnected and effective. ● Established and administered annual budget with controls to prevent overages, minimize burn rate, and support sustainability objectives. ● Created and managed a knowledge base to offer staff and customers immediate informational access to products, services, and organizations. ● Managed cross-functional collaboration to drive team engagement and keep members on course to achieve demanding company targets.

● Responded to all client inquiries and asked appropriate questions to facilitate resolution. ● Collected confidential financial information from clients to construct comprehensive financial plans. ● Provided excellent customer service by following up with clients, mailing out applications, and responding to incoming calls. ● Used Hubspot to foster sales enablement, boost ROI, and optimize your inbound marketing strategy to generate more, qualified leads. ● Taking sales calls, managing the pipeline of inbound and outbound leads, following up professionally, and closing deals.

● Served as problem-solver fand or the client, helping them identify investment criteria, and recognized and handled concerns that arose as consultation moved closer to a decision. ● Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction. ● Worked with various departments to facilitate communication and deliver personalized solutions to customers. ● Generated new business and referral clients in partnership with financial advisors and branch team. ● Supported end-to-end credit management process, submitted complete loan documentation, and supported credit originations for credit compliance. ● Achieved goals for the sale of bank products and services and exceeded performance metrics for customer service. ● Expanded Experience managing the full sales pipeline from qualifying, and evaluating, to onboarding and closing a deal.

● Maintained a complete understanding of all products and services offered via the bank's distribution channels with knowledge sufficient to discuss product attributes fully. ● Established and monitored customer service standards by employing recognized and comprehensive benchmarks. ● Tracked results of various promotional campaigns by gathering feedback from customers and recommended areas of improvement. ● Assisted the marketing team on short-term and long-term promotional projects and provided regular updates on status and progress. ● Maintained accurate and current customer account data with manual forms proemailg and digital information updates. ● Monitored phone, email, and electronic database systems for incoming customer inquiries. ● Developed working relationships with internal and external customers while assisting with account management duties.

● Investigated guest challenges and sources of dissatisfaction to offer a timely resolution. ● Streamlined check-in process to decrease wait times and increase customer satisfaction. Greeted visitors and customers upon arrival offered assistance,e and answered questions to build rapport and retention. ● Oversaw fast-paced front desk operations and guests' needs at a busy facility.