Antaisha D'Agostini

Merchant/Client relationship management

• Maintain regular contact with active merchants.
• Re-engage and support inactive merchants.
• Resolve issues and handle objections professionally.

Territory Growth and Strategy.

• Identify opportunities to increase usage or sales within the assigned territory.
• Develop strategic outreach plans to boost engagement
• Outreach and Follow-Ups
• Complete follow-ups via phone and email
• Log communications, and maintain detailed notes of outreach.

Training and onboarding

• Offer ongoing training and support.
• Ensure all merchant staff is confident using systems and programs
• Onboard new merchants, and provide
• training or any additional support.
• Problem Solving/Escalation Support
• Assist with troubleshooting and application issues.
• Provide solutions for common objections or concerns.

• Manage all incoming calls and assist our partners and customers with their inquiries
• Review all approved/declined applications within 5 minutes of receiving notification
• Assist with collecting documentation for funding
• Proactively calling merchants/customers on applications which require additional information/documentation
• Action any application in approved or incomplete status
• Minimum required follow up on day 1,3,7
• Objection of follow up is to confirm if an application is closing, pending or not proceeding
• All approved not funded is managed within each inside sales representatives territory
• Daily calls to merchants who are producing low activity for the month to work on encouragement and gather any feedback
• Connecting with territory managers to assist in any additional tasks

• Responding to initial contact from the insolvent persons by telephone or email, understanding in full of their particular needs and matching those to one of our solutions where it is in the clients best interest
• Accurate input of clients information in ACS (our internal software)
• Confirmation and scheduling of appointments, negotiate and sell our program while obtaining all information required
• Review all files until full completion and follow up with outstanding documents needed to proceed
• Assisting debtors and referral sources in completion tasks in preparation for insolvency filings
• Handling communication of material issues to the debtor
• Familiarizing myself with all programs we have (consumer proposal, bankruptcy and credit counseling) to offer as each client is different
• Attended daily/weekly meetings as required
• Responding in a timely manner to ongoing queries and requests from the trustees and our admin office

• Followed and implemented dealership policies and procedures
• Received and approved auto loan applications supporting loan officers and managed multiple files
• Structured deals and negotiated with financial institutions to get deals financed and funded
• Prepared and submitted licensing documentation
• Proficient use of dealer track and PBS programming, handled cash, cheques and credit card payments in house
• Presented and sold warranties, credit insurance, gap insurance and aftermarket warranties offered by the dealership
• Established and gained strong relationships with our lenders and customers
• Structured loan packages around the customers needs and credit
• Responsible for arranging financing for customers who were credit-challenged or had no established credit

• Understands automobiles by studying characteristics, capabilities and features, comparing and contrasting competitive models, inspecting automobiles
• Qualifies buyers by understanding requirements and interests; matching requirements and interests to various models and building rapport
• Demonstrates automobiles by explaining characteristics, capabilities and features, taking test drives, explaining warranties and services the dealership has to offer
• Closes sales by overcoming objections, explaining provisions, offering warranties, services payment options that best suit the customer
• Updates on vehicle knowledge by participating in educational courses, and online tests

• Start up, operate and shut machines down, monitor parts and ensure product quality
• Complete IDN changes, ensure compliance to all health and safety regulations
• Packaged parts, performed accurate production and quality transactions in computer
• Prepared work order for different clients, repaired machines, fed, and unjammed material