Patrick O'Brien
Los Angeles
Summary
Experienced in financial compliance monitoring and cross-selling strategies, consistently developing strong client relationships. Adept at utilizing CRM systems to ensure accurate account management and enhance client engagement, contributing to increased sales opportunities.
Overview
6
6
years of professional experience
Work History
Student Loan Advisor
Alumni Aid Services
Los Angeles
08.2024 - Current
- Developed and maintained client relationships through effective communication.
- Monitored accounts to ensure compliance with terms of agreement.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Developed loan contracts and explained contract terms to clients.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Banquet Captain
Citizen News
Los Angeles
02.2022 - 08.2024
- Supervised banquet staff to ensure smooth event operations.
- Managed setup and breakdown of banquet spaces according to event specifications.
- Trained new staff on service standards and operational procedures.
Senior Tax Advisor
National Tax Advisory Services
Los Angeles
01.2020 - 02.2022
- Reviewed financial documents for accuracy and compliance.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Managed client accounts and maintained accurate records in CRM systems.
- Answered inquiries from prospective customers regarding features of products and services offered.
- Generated new sales leads through cold calling and networking activities.
- Identified opportunities for cross-selling additional products and services.
Education
Los Angeles Valley College
Van Nuys, CASkills
- Client relationship management
- Financial compliance monitoring
- CRM systems management
- Cross-selling strategies
- Attention to detail
- Eligibility verification
- Effective communication
- Customer service
- Sales lead generation
Timeline
Student Loan Advisor
Alumni Aid Services
08.2024 - Current
Banquet Captain
Citizen News
02.2022 - 08.2024
Senior Tax Advisor
National Tax Advisory Services
01.2020 - 02.2022
Los Angeles Valley College