Fleet Allocator| Virtual Assistant Extraordinaire

Skillfully coordinated daily vehicle operations, confirming driver availability, negotiating costs, and planning efficient routes. Optimized resource utilization by assigning subcontractor driver partners to available loads, ensuring seamless logistics. Provided customers with accurate delivery information, addressing delays, and monitoring driver communication via platforms like WhatsApp for job fulfillment. Managed recruitment and onboarding for subcontractor partners through CRMs like HubSpot and Talcasoft, ensuring compliance with updated driver records, Certificates of Currency, and insurance coverage accuracy.

Managed the entire mortgage application and administration process, ensuring adherence to lenders' and financial compliance criteria. Responsibilities included overseeing valuations, obtaining credit reports, and verifying Know Your Customer (KYC) requirements and financial information. Demonstrated proficiency in interpreting diverse financial scenarios, such as those involving self-employed individuals, company/trust structures, and complex financial situations, to improve the quality of loan applications and credit assessments. Collaborated with brokers through team interactions and email communication to collect vital client details, including profiles, financial information, supporting documents, and budgets for loan assessments.

Provided extensive customer support for financial products, overseeing inquiries and complaints with a focus on managing escalated issues in a managerial role. Conducted thorough investigations and implemented strategic approaches to process complex transactions, ensuring effective issue resolution. Led initiatives addressing client concerns, including regulatory compliance reviews and playing a pivotal role as an intermediary in dispute resolution. Successfully negotiated and executed settlements, consistently adhering to internal company standards.

Proactively engage potential customers through telephone communication, promoting mobile plans, cable, and internet packages. Exceed performance targets by consistently surpassing the minimum requirement of 15 outbound dials per hour, demonstrating efficiency, and maintaining elevated productivity levels. Utilize scripted presentations with an empathetic, problem-solving approach to effectively communicate benefits, address objections, and persuade customers to switch providers. Ensure accurate documentation of customer information and plan details to enhance overall customer experience.

Dynamic sales professional with a proactive approach, adept at converting leads through strategic phone calls, texts, and emails. Expert in property evaluations, utilizing comping techniques and forming pricing opinions to drive successful sales outcomes. Demonstrates administrative excellence in CRM-based scheduling, file management, and consistent follow-up for enhanced client engagement.