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
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
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
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
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
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
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, CO10-2028
High School Diploma -
Colorado Online Virtual Academy
Colorado12-2017
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
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