Responsible for office cash intake. Organized and filed confidential documents. Prepared account statements, loan files, receipts, and bank deposits. Met with clients to discuss potential future business. Sold home, auto, and personal contents insurance while exceeding monthly targets regularly. Answered telephone in a professional manner, and assisted customers with inquires, relayed messages, and scheduled appointments. Reviewed credit bureau and offered effective financial advice. Approved clients for personal, consolidation, equity loans, and second mortgages.
Meeting new people and networking
Long hours, high stress.