CHRISTINA DANIELS
Brighton
Summary
Dynamic Funding Consultant at Rok Financial with a proven track record in client relationship management and loan processing. Expert in analyzing financial needs to deliver tailored solutions, enhancing client satisfaction and loyalty. Recognized for goal orientation and problem-solving skills, driving successful outcomes in high-pressure environments.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Funding Consultant
Rok Financial
Great River
02.2018 - Current
- Streamlined loan application processes by guiding clients through procedures.
- Analyzed financial needs to deliver customized consulting solutions.
- Built and maintained strong customer relationships to foster loyalty.
- Identified client requirements and recommended appropriate loan products.
- Utilized cold calling and digital marketing strategies to expand clientele.
Legal Intake Specialist
Prime Marketing Source
Huntington
10.2013 - 01.2018
- Conducted initial client assessments to gather relevant legal information.
- Managed client intake processes to ensure compliance with legal standards.
- Coordinated communication between clients and legal teams effectively.
- Utilized case management software to document client information efficiently.
- Streamlined intake procedures to improve overall operational efficiency.
Lead Rental Agent/Property Locator
Premier Property Management Group
Memphis
07.2011 - 08.2013
- Managed rental listings, ensuring accuracy of property information.
- Coordinated property showings while assisting potential tenants during tours.
- Processed rental applications and conducted thorough background checks for all applicants.
- Developed targeted marketing strategies to boost property visibility and attract tenants.
Bails Bond Agent
A Plus Bail Bond
Memphis
10.2006 - 02.2012
- Assisted incarcerated individuals in obtaining necessary documents and bonding contracts for temporary jail passes.
- Evaluated financial situations to determine bail bond eligibility for clients.
- Educated clients on bail processes and associated legal obligations.
- Calculated and collected payments according to established payment plan agreements.
Education
High School Diploma -
Craigmont High School
Memphis, TN01.1996
Skills
- Sales expertise
- Loan processing
- Client relationship management
- Contract negotiation
- Goal orientation
- Problem solving
- Project analysis
- Team collaboration
- Work ethic
Certification
Real Estate Licensed in the State of Tennessee
Timeline
Funding Consultant
Rok Financial
02.2018 - Current
Legal Intake Specialist
Prime Marketing Source
10.2013 - 01.2018
Lead Rental Agent/Property Locator
Premier Property Management Group
07.2011 - 08.2013
Bails Bond Agent
A Plus Bail Bond
10.2006 - 02.2012
High School Diploma -
Craigmont High School