Sahera Nayani

• Assist clients with loan options and applications
• Review credit reports and income documents
• Explain loan terms and repayment details clearly
• Follow up with leads and existing clients
• Coordinate with underwriting and processing teams
• Stay updated on lending policies and guidelines
• Meet sales goals and service expectations
• Maintain accurate records and client notes
• Support lending promotions and campaigns.
• Collaborated with cross-functional teams to address client needs and improve service delivery.

Provided support to members regarding account inquiries , processing transactions, and resolving issues.

assisted with the opening of new account and processed account maintenance requests.

adhered to all applicable policies, procedure, regulations, and laws.

greeted customers in a friendly and professional manner.

Responded promptly to emails from members seeking assistance.

followed up with members after their interaction with the organizations services.

Assisted colleagues with tasks as needed during team times of activity.

participated in team meetings to discuss new processes for improving customer service standards.

helped members resolve account problems and navigate internal systems to handle routine needs.