Steve Ross

Managed inbound calls for vehicle protection plan prospects, consulting customers on needs and recommending coverage solutions. Maintained CRM records and consistently met or exceeded performance targets.

Serviced an existing debt-relief client portfolio with proactive follow-ups to ensure satisfaction and account health. Evaluated financial circumstances, documented information in a proprietary CRM, and provided ongoing support through the debt settlement lifecycle.

Provided ongoing support to clients throughout the debt settlement process, including assessing debt scope and establishing payment arrangements. Delivered financial counseling and handled inbound and outbound inquiries to propose solutions.

Worked directly with borrowers to manage application intake and conduct pre-approvals. Maintained the mortgage pipeline, verified and input application information, and presented home loan options based on established qualification guidelines.

Handled inbound and outbound communication to introduce mortgage services, qualify prospects, and originate mortgage applications. Collected required client information, managed paperwork and signatures for timely processing, and coordinated with the processing team.

Managed inbound leads and maintained a pipeline by identifying prospects’ tax challenges, pre-qualifying them, and presenting services. Used proprietary software and CRM tools to manage inquiries and supported client retention through year-round relationship management.

Acquired new commercial loan clients through inbound and outbound communication and managed a portfolio of business clients. Pre-qualified clients based on their needs, credit history, and underwriting criteria, while driving follow-up on sales opportunities.

Handled approximately 40–50 incoming calls daily to gather client financial information and assess debt obligations. Built personalized financial plans and budgets, created debt management programs, and provided education focused on reducing high-interest debt.