Marques DeVoe
Morgan Hill
Summary
Results-driven financial professional with expertise in loan processing and strategic decision-making. Demonstrated ability to meet sales quotas while building strong client relationships and ensuring high levels of service and retention. Focused on delivering customized financial solutions and effectively resolving complex issues.
Overview
7
7
years of professional experience
Work History
Advice Specialist
Meriwest Credit Union
San Jose
02.2024 - Current
- Analyzed customer financial needs to recommend tailored products or services that align with individual goals.
- Delivered timely, accurate advice to customers, enabling informed decision-making.
- Guided members through loan processes, enhancing clarity and efficiency to boost customer satisfaction.
- Cultivated relationships with members through personalized service and support.
- Resolved fraudulent matters for members by guiding them through account rectification processes, enhancing trust and security.
- Collaborated effectively in team settings while excelling in individual tasks.
Associate District Manager
ADP
Milpitas
05.2023 - 02.2024
- Prospect for new clients via cold calling, emailing, & visiting prospects at business location
- Scheduled weekly appointments to onboard new clients and facilitate sales process.
- Cultivated strong client relationships, identifying business needs and delivering tailored solutions.
- Develop and maintain strong relationships with existing clients to ensure customer satisfaction and increase client retention rate.
- Maintained client relationships, enhancing satisfaction and contributing to improved retention rates.
- Updated client information and activity in Salesforce, consistently meeting weekly, monthly, and quarterly sales quotas.
- Collaborated with banks and CPA firms to generate referrals and enhance business connections.
- Updated new client data regularly using Excel spreadsheets to ensure accurate records.
Financial Service Representative II
CommonWealth Central Credit Union
Morgan Hill
07.2019 - 05.2023
- Assisted CommonWealth Central Credit Union in establishing new accounts for clients
- Curated loan processes from application to funding, providing tailored financial insights to optimize client account and service offerings.
- Consistently met quarterly sales quotas, demonstrating commitment to performance and client engagement.
- Ensured client satisfaction through high-quality service interactions, fostering strong relationships and loyalty.
- Analyzed member financial data, delivering personalized recommendations to improve financial health and achieve client goals.
- Analyzed member financial data, offering personalized recommendations for improvement.
Education
Diploma -
Silver Creek High School
San Jose05-2013
Skills
- Loan processing
- Risk assessment capabilities
- Problem resolution
- Decision-making
- Customer relations
- Relationship management
- Rapport building
- Excel expertise
- Time management skills
- Team collaboration
- Detail-oriented approach
- Effective communication
- Conflict resolution
- Communication proficiency
- Adaptable learner
Timeline
Advice Specialist
Meriwest Credit Union
02.2024 - Current
Associate District Manager
ADP
05.2023 - 02.2024
Financial Service Representative II
CommonWealth Central Credit Union
07.2019 - 05.2023
Diploma -
Silver Creek High School