Kara Grant
Aurora
Summary
Dynamic Loan Specialist with a proven track record at The Savings Group, excelling in relationship selling and negotiation tactics. Adept at evaluating credit reports and guiding clients through the loan process, ensuring satisfaction and retention. Licensed Colorado Life Insurance Producer, committed to delivering exceptional customer service and tailored financial solutions.
Overview
12
12
years of professional experience
Work History
Loan Specialist
The Savings Group
Denver
11.2023 - Current
- Reviewed loan applications for accuracy and completeness.
- Assisted clients with loan product selection and application process.
- Evaluated credit reports to determine borrower eligibility.
- Educated clients on loan terms and repayment options.
- Provided ongoing support to clients throughout the loan lifecycle.
- Verified all documents provided by applicants for accuracy and completeness.
Server
Olive Garden
Aurora
05.2023 - 01.2024
- Delivered food and beverages promptly to customers.
- Communicated professionally with customers, colleagues, and supervisors.
- Verify guest needs and respond promptly with personalized service.
Loan Consultant
Auto Approve
Aurora
11.2019 - 01.2023
- Recommended loan terms, conditions and collateral position consistent with client request and associated loan risks and set clear and realistic expectations with clients.
- Built relationships with clients and used knowledge of consumer marketplace, products and finance to fully understand clients' personal plans and introduced suitable loan services.
- Established long-lasting relationships with customers to maintain high retention and satisfaction.
- Utilized my sales skills to negotiate the best agreements that meet the unique needs of our valued clients.
Loan Consultant
iLending Direct
Englewood
07.2018 - 04.2019
- Assisted my clients with assessing their goals and refinancing their auto loans to help support the financial situation needed to provide peace of mind.
- Gathered and documented client financial information and application details meeting lending requirements and accurately representing client status.
Direct Support Professional
North Metro Community Services
Westminster
08.2016 - 07.2018
- Assisted clients with bathing, eating, and independence-building activities.
- Adhered to strict support plans to provide safety while supporting the best quality of life for my individuals.
- Followed care plan and directions to administer medications via QMAP certification.
Server
Buffalo Wild Wings
Brighton
06.2015 - 08.2016
- Communicated with hosts, bussers and kitchen staff to prepare for and serve customers.
- Greeted customers, answered questions and recommended specials to increase profits.
Customer Service Representative
DirecTv
Denver
07.2014 - 06.2015
- Answered inbound calls to handle various concerns, set appointments, and close sales.
- Surpassed personal, team, and company goals in a customer service environment.
- Anticipated needs and resolved problems to keep customers happy.
Sales Representative
Ensignal Verizon
Sterling
12.2013 - 04.2014
- Assisted clients with technical support and questions concerning new sales and products.
- Reviewed discovery questions to recommend products to best suit customer's lifestyles.
Education
High School -
Peoria Christian High School
Peoria, Illinois05.2012
Skills
- Relationship Selling
- Sales Closing
- Account Management
- Negotiation Tactics
- Customer Service
- Self Motivation
- Organizational Skills
- Licensed Colorado Life Insurance Producer
- Certified Colorado Annuity Producer
Timeline
Loan Specialist
The Savings Group
11.2023 - Current
Server
Olive Garden
05.2023 - 01.2024
Loan Consultant
Auto Approve
11.2019 - 01.2023
Loan Consultant
iLending Direct
07.2018 - 04.2019
Direct Support Professional
North Metro Community Services
08.2016 - 07.2018
Server
Buffalo Wild Wings
06.2015 - 08.2016
Customer Service Representative
DirecTv
07.2014 - 06.2015
Sales Representative
Ensignal Verizon
12.2013 - 04.2014
High School -
Peoria Christian High School