Senior Sales, Collections & Loan Specialist | BPO & Freelance Expert
I am a results-driven Sales and Customer Service Specialist with over 8 years of experience in the BPO and freelancing industry. I specialize in outbound and inbound sales, appointment setting, lead generation, telemarketing, and high-stakes collections, helping businesses increase revenue and build lasting customer relationships across the US, UK, and Australia.
Core Expertise
Loan Specialization (US-Based): Experienced Virtual Assistant for a Florida-based financial firm. I manage the end-to-end loan process, including application handling, contract signatures, and meticulous bank verifications (IBV/MICR).
Health & Wellness Consultant: Specialized freelance experience in the men’s vitality and natural enhancement sector, providing professional, consultative guidance and product promotion.
High-Volume Sales: Proven track record in negotiation, closing, and consistently exceeding KPIs in competitive campaigns like SiriusXM and Appliance Protection.
What I Offer
Strong Negotiation & Closing Skills: Expert at turning leads into loyal customers.
Technical Proficiency: Skilled in Zoho CRM, Glances, Skype, and various Instant Bank Verification (IBV) tools.
Financial Accuracy: Expert in analyzing payroll cycles, direct deposits, and financial documents to ensure loan eligibility.
Global Reach: Highly adaptable to different markets (US, UK, AU) with a focus on results-oriented service.
Career Highlights
Top Agent – UK Appliance Protection Services (2020)
Top 10 Agent in Sales – Global Campaign (2021)
Top Agent – SiriusXM Campaign (
Loan Specialist VA – Successfully managing multi-state financial portfolios for US clients. (Present)
Experience: Less than 6 months
Outbound sales is the hardest account but this is my edge from other candidates because I have a solid background for over 5 years. Handling SiriusXM, beauty products, rebates, Atlas Bailbooks, UK reinstatment of appliances insurance.
Experience: Less than 6 months
it's an awesome experience connecting to people that you don't know and offering such products. I have a background of B2C accounts.
Experience: 1 - 2 years
Been working as an appointment setter for 2 years Terminating timeshare contract. I have worked with the NEWTON GROUP. it was an awe experience with them.
Experience: 1 - 2 years
A Loan Specialist is a financial professional responsible for evaluating, authorizing, and recommending the approval of loan applications. They specialize in verifying client information—such as income (IBV), credit history, and bank data—to assess financial risk. Their goal is to guide clients through the lending process while ensuring compliance with state regulations and company policies to help individuals achieve their financial goals.
“They are definitely a valuable part of your business for all kinds of reasons.”
- Steven Rapposelli
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