Summary
Overview
Work History
Education
Skills
Timeline
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Lyrick Unvertelo

Colorado Springs,CO

Summary

Dynamic and results-oriented professional with a proven track record of leveraging exceptional communication and problem-solving abilities to effectively address customer needs. Consistently exceeds productivity and quality benchmarks in fast-paced environments, demonstrating a commitment to excellence. Expertise in fostering enduring customer relationships that drive loyalty and satisfaction. Passionate about delivering outstanding service and contributing to team success through a customer-centric approach.

Overview

4
4
years of professional experience

Work History

Contact Center Representative

Climb Credit Union
Colorado
06.2025 - Current
  • Delivered prompt service to prioritize customer needs.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Maintained up-to-date knowledge of product and service changes.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Assisted customers with completing loan applications and other paperwork.
  • Evaluated loan requests and documents to verify accuracy and completeness.

Member Service Representative II

Air Academy Credit Union
Colorado Springs, CO
09.2024 - 06.2025
  • Opened and maintained new member accounts—including IRAs and HSAs—with accuracy, compliance, and personalized onboarding.
  • Originated and processed consumer loans consistently exceeded lending and product referral targets.
  • Recommended tailored financial solutions using need-based sales strategies, enhancing member retention.
  • Resolved member concerns in-house by collaborating with cross-functional teams, boosting satisfaction and Net Promoter Scores.

Car Sales Associate

McCloskey Motors
Colorado Springs, CO
05.2024 - 09.2024
  • Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
  • Completed registration paperwork and sales documentation.
  • Prepared purchased vehicles and completed final delivery checks.
  • Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.

Car Sales Associate

The Faricy Boys
Colorado Springs, CO
01.2024 - 05.2024
  • Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
  • Completed registration paperwork and sales documentation.
  • Prepared purchased vehicles and completed final delivery checks.
  • Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.

Contact Training & Onboarding Specialist

Ent Credit Union
Colorado Springs, CO
01.2023 - 11.2023
  • Created smooth onboarding processes to help new hires adjust to company policies, procedures and processes.
  • Trained new hires in technology required to access company systems and complete job tasks.
  • Developed targeted learning paths for products including Credit Cards and CFS Investments.
  • Created culture-building Energizers focused on member rapport, retention, and sales strategies.

Member Service Representative

Ent Credit Union
Colorado Springs, CO
07.2021 - 01.2023
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Cross-sold credit cards, loans and other bank products.

Education

Bachelor of Science - Management

Colorado Technical University
Colorado Springs, CO
10-2028

High School Diploma -

Colorado Online Virtual Academy
Colorado
12-2017

Skills

  • Retail lending expertise
  • Sales and retention optimization
  • Customer engagement in new and specialty accounts
  • Employee onboarding
  • Experienced with Q2, Velera, and CSR-Assist platforms
  • Collaborative team management
  • Effective conflict resolution
  • Interdepartmental teamwork
  • Loan processing expertise

Timeline

Contact Center Representative

Climb Credit Union
06.2025 - Current

Member Service Representative II

Air Academy Credit Union
09.2024 - 06.2025

Car Sales Associate

McCloskey Motors
05.2024 - 09.2024

Car Sales Associate

The Faricy Boys
01.2024 - 05.2024

Contact Training & Onboarding Specialist

Ent Credit Union
01.2023 - 11.2023

Member Service Representative

Ent Credit Union
07.2021 - 01.2023

Bachelor of Science - Management

Colorado Technical University

High School Diploma -

Colorado Online Virtual Academy
Lyrick Unvertelo