Motivated and detail-oriented individual looking to expand their knowledge and skills in Sales and Finance. Possesses a strong foundation in customer service and financial principles.
Overview
3
3
years of professional experience
Work History
Bilingual Dealer Services
SCI Leasecorp
Markham, Ontario
08.2023 - 01.2025
Handled escalated calls as needed.
Upsold and promoted our product and brand.
Provided a high level of customer service, managed, and coached a small group.
Managed KPIs, goals, targets, mentoring, and coaching.
Resolved a high-stakes client retention issue by proactively engaging a dissatisfied commercial client, clearly communicating lease structure benefits, addressing concerns with tailored financing options, and coordinating with internal departments—successfully retained the client, and strengthened a long-term client relationship.
Bilingual Funding Representative
Auto Capital Canada
Toronto, Ontario
12.2021 - 06.2023
Reviewed and adjusted vehicle loan applications by assessing customers' creditworthiness based on credit history, affordability, and collateral valuation.
Ensured loan applications are decided accurately and promptly in a fast-paced environment, according to company policies and procedures.
Assessed and restructured a declined auto loan application by effectively communicating with the client to clarify income documentation, conducting a thorough credit assessment, and collaborating with underwriting to find a viable solution—secured an approval for a $35K loan, and improved client satisfaction.
Advanced Bank Churn Prediction Project at Hong Kong University of Science and TechnologyAdvanced Bank Churn Prediction Project at Hong Kong University of Science and Technology