Diana Rose Naval
Auckland,AUK
Summary
Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
1
1
Certification
Work History
Lending Consultant
Aotea Finance
02 2022 - Current
- Delivered high levels of customer service to facilitate smooth processes
- Recommended loan approvals and denials based on customer loan application reviews.
- Developed strong relationships with clients, ensuring repeat business and referrals for new clients.
- Consistently met or exceeded monthly sales goals through effective pipeline management and proactive follow-up with leads.
- Assisted in the implementation of new lending policies, resulting in a more efficient and effective lending process.
- Improved loan processing efficiency by streamlining documentation and application procedures.
- Exceeded sales targets through proactive strategies including targeted marketing campaigns and personalized consultation services.
- Provided exceptional customer service by addressing client concerns promptly and professionally throughout the entire lending process.
General Warehouse Assistant
Click For Hire
02 2021 - 02 2022
- Prepared and completed warehouse orders for delivery or pickup according to schedule.
- Assisted in maintaining a safe work environment through regular equipment checks and adherence to safety protocols.
- Improved warehouse efficiency by streamlining inventory management processes.
Branch Manager
PS Bank - Manila Philippines
11 2014 - 09 2020
- Established budgets and strategic business plans for daily operations.
- Led banking tasks, business administration and financial decision-making to ensure first-class client services.
- Enhanced customer satisfaction with responsive service and timely resolution of issues.
- Streamlined operational processes for improved efficiency and cost reduction.
Branch Manager
Asia United Bank - Manila Philippines
07 2003 - 10 2013
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Developed and maintained client rapport to meet financial service needs and drive branch loyalty.
- Maintained friendly and professional customer interactions.
- Engaged employees in business processes with positive motivational techniques.
Education
Bachelor of Science - Major in Tourism
La Consolacion College
03.2001
Skills
- Multi-tasking ability
- Strong interpersonal skills
- People-oriented
- Keen eye for detail
- Excellent time management
- Excellent communicator
- Problem resolution
- Documentation Review
- Loan Feasibility Assessment
- Client Interview
- Customer service-focused
- Loan Servicing
- Consumer Lending
- Credit analysis
- Team Player
Certification
Anti Money Laundering Law
Red Cross First Aid
Tagalog
I am a Filipino, for your customers needs to speak in their own language I am happy to assist them.
Timeline
Lending Consultant
Aotea Finance
02 2022 - Current
General Warehouse Assistant
Click For Hire
02 2021 - 02 2022
Branch Manager
PS Bank - Manila Philippines
11 2014 - 09 2020
Branch Manager
Asia United Bank - Manila Philippines
07 2003 - 10 2013
Bachelor of Science - Major in Tourism
La Consolacion College
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