Summary
Overview
Work History
Education
Skills
Timeline
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Kandy Goad

Fancy Gap

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

20
20
years of professional experience

Work History

Loan Officer I

Lendmark Financial Services
04.2024 - Current
  • Evaluated loan applications to determine eligibility and compliance with lending policies.
  • Collaborated with clients to gather necessary documentation for loan processing.
  • Provided clear explanations of loan products and terms to potential borrowers.
  • Assisted in developing tailored loan solutions based on client financial needs.
  • Resolved borrower inquiries and concerns to enhance customer satisfaction and retention.
  • Participated in training sessions to stay updated on regulatory changes and best practices.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Developed strong relationships with customers through high levels of customer service.

Financial Manager & Auto Sales

Galax Auto Exchange
03.2020 - 03.2024
  • Cultivated strong client relationships through personalized service and tailored sales presentations.
  • Analyzed customer needs to recommend appropriate vehicles, enhancing customer satisfaction and retention.
  • Led product demonstrations and test drives, showcasing vehicle features to maximize buyer interest.
  • Streamline loan processing, improving turnaround time for customers.
  • Implemented inventory management practices to ensure optimal stock levels of popular vehicle models.
  • Developed promotional strategies that increased foot traffic and improved monthly sales figures.
  • Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
  • Responded to telephone and in-person requests for information.

Customer Service Representative

Red Hill General Store
07.2005 - 03.2020
  • Resolved customer inquiries through effective communication and problem-solving techniques.
  • Managed customer accounts, ensuring accurate data entry and updates in CRM systems.
  • Trained new team members on best practices for customer interactions and service protocols.
  • Developed and implemented process improvements that enhanced the overall customer experience.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Coordinated inbound and outbound shipments ensuring timely processing and accuracy in inventory records.
  • Trained new staff on safety protocols, equipment operation, and shipping procedures to enhance team efficiency.
  • Received incoming shipments, compared contents against associated records and transmitted to proper department.
  • Packaged goods in safe containers to prepare for shipping, adhering to packaging protocols.

Education

Associates - Accounting And Finance

King's College
Charlotte, NC
04-2000

High School Diploma -

Carroll County High School
Hillsville VA
06-1999

Skills

  • Database management
  • Documentation review
  • Relationship building and management
  • Sales expertise
  • Loan origination
  • Balance sheet expertise
  • Microsoft office
  • Data entry
  • Customer service-focused
  • Loan servicing
  • Financial services
  • Cash handling

Timeline

Loan Officer I

Lendmark Financial Services
04.2024 - Current

Financial Manager & Auto Sales

Galax Auto Exchange
03.2020 - 03.2024

Customer Service Representative

Red Hill General Store
07.2005 - 03.2020

Associates - Accounting And Finance

King's College

High School Diploma -

Carroll County High School

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Kandy Goad