Thomas Manning
Tolleson
Summary
Dynamic sales professional with a proven track record of balancing customer needs and company objectives while consistently achieving and surpassing sales targets. Expertise in market analysis, forecasting, and client needs assessments enables the development of tailored financial solutions that foster loyalty and long-term relationships. Recognized as a top producer in the sales industry, adept at delivering targeted financial advice and service options to address diverse debt management requirements. Skilled communicator excelling in crafting and executing strategic plans that enhance customer satisfaction and drive business growth.
Overview
18
18
years of professional experience
Work History
Loan Specialist
The Savings Group
Phoenix, AZ
11.2023 - 12.2025
- Reviewed loan applications for accuracy and compliance with regulatory standards.
- Analyzed borrower credit profiles to assess risk and determine eligibility.
- Coordinated communication between clients, underwriters, and loan officers throughout approval process.
- Developed tailored loan solutions based on client financial needs and market trends.
- Reduced turnaround time for loan approvals by efficiently managing workload and prioritizing tasks.
- Consistently met or exceeded monthly sales targets, contributing significantly to the department''s success.
- Provided tailored loan solutions that best fit clients'' needs, leading to higher client retention rates.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Effectively managed time and resources to maintain a high level of productivity while ensuring attention to detail in every aspect of the loan process.
Certified Debt Consultant/Personal Loan Consultant
Achieve
Tempe, AZ
11.2020 - 11.2023
- Identified opportunities to cross-sell and upsell loan products to customers.
- Assisted customers with completing loan applications and other paperwork.
- Processed loan applications and monitored progress from start to finish.
- Researched and updated industry knowledge on changing legislation and regulations.
- Developed and maintained relationships with customers, lenders and other third parties.
- Monitored pipelines to track and log status of loans.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Negotiated loan terms and conditions with customers to secure best deal.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Reduced client debt by negotiating settlements and restructuring payment plans.
- Improved clients'' financial situations through comprehensive debt analysis and customized action plans.
- Enhanced team productivity by providing ongoing training and support to junior debt consultants.
- Streamlined client communication processes for increased efficiency in case management.
- Stayed up-to-date on industry trends and regulations, ensuring compliance and best practices were consistently followed within organization.
- Increased client retention rates by conducting regular follow-ups, ensuring continued progress towards their financial goals after initial consultations concluded.
- Promoted positive work environment among colleagues by sharing knowledge, resources, and expertise when needed for collective success as team.
- Participated in ongoing professional development opportunities, refining skills and acquiring new knowledge to better serve clients in ever-changing industry landscape.
- Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
- Proactively identified solutions for customers experiencing credit issues.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Exceeded monthly sales targets through effective upselling techniques and consistent follow-ups with clients.
Sales and Support
Go Daddy Company LLC
Tempe, AZ
01.2018 - 11.2020
- Helped drive sales goals and achieve monthly quotas.
- Shared best practices for sales and customer service with other team members to help improve store’s efficiency.
- Asked open-ended questions to assess customer needs.
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on spot.
- Politely assisted customers in person and via telephone.
- Investigated and resolved customer inquiries and complaints in timely and empathetic manner.
- Collaborated with other teams to identify and resolve customer issues quickly and professionally.
- Developed and maintained relationships with customers to enhance customer satisfaction.
- Provided technical support to customers, troubleshooting technical issues and providing solutions.
- Cultivated cross-functional partnerships with sales and support teams to achieve commercial and departmental objectives.
Senior Insurance Sales Specialists
Liberty Mutual
Tempe, AZ
11.2007 - 06.2017
- Duties at Liberty Mutual was to receive inbound calls from current and nw customers and sell various insurance packages.
- Increased client satisfaction by providing personalized insurance solutions to meet their unique needs.
- Majority of my call were from low converting states as well as warm transferred outbound leads .Increased client satisfaction by providing personalized insurance solutions to meet their unique needs.
- Generated new leads for potential clients through effective networking and relationship-building techniques.
- Achieved sales targets consistently by utilizing strong product knowledge and persuasive communication skills.
- Developed comprehensive insurance portfolios for clients, addressing multiple financial risks and concerns.
- Educated clients on importance of adequate coverage, ensuring better protection against potential financial losses.
- Collaborated with underwriters to negotiate favorable policy terms and pricing for clients while maintaining profitability for company.
- Conducted thorough risk assessments for prospective clients to accurately identify coverage needs and recommend appropriate products.
- Strengthened client relationships through regular follow-ups, resulting in higher retention rates and additional referral business.
- Attend industry conferences and training sessions, staying abreast of current trends in insurance products and regulations.
- Mentored junior sales agents, sharing best practices and expertise to help them succeed in their roles.
- Implemented innovative marketing strategies that increased brand awareness among targeted demographics, driving lead generation efforts forward effectively.
- Managed daily operations of agency office, ensuring smooth workflows and efficient staff performance.
- Monitored market trends closely so as to be able to adapt quickly when needed.
- Educated clients on importance of adequate coverage, ensuring better protection against potential financial losses.
- Collaborated with underwriters to negotiate favorable policy terms and pricing for clients while maintaining profitability for company.
- Streamlined application processes by efficiently collecting information from clients and submitting accurate documentation to carriers in timely manner.
- Resolved customer complaints or inquiries promptly, demonstrating excellent customer service skills and commitment to client satisfaction.
- Cross sold additional insurance products to existing customers, maximizing revenue opportunities within portfolio.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Followed up promptly with interested clients to close sales.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
Education
High School Diploma -
Apollo High School
Glendale, AZ05-1995
Skills
- Self-motivated
- Strong verbal communication
- Powerful negotiator
- Industry Trends
- Performance Assessment and Improvement
- Calculate Payments
- Personal Sales
- Performance Goals
- Inbound Sales
- Serve Customer Needs
- Customer Experience
- Debt recovery
- Debt management
- Loan restructuring
- Budget Planning
- Debt Settlement
- Credit Counseling
- Negotiation Techniques
- Loan Processing
- Problem-solving aptitude
- Financial History Review
- Interpersonal Skills
- Effective communication
- Loan servicing
Skills
- Goal Setting
- Problem-Solving
- Multitasking
- Product Sales
- Active Listening
- Debt solution management
- Credit report pulling
- Problem-solving abilities
- Effective Communication
- IADPA Certified
Timeline
Loan Specialist
The Savings Group
11.2023 - 12.2025
Certified Debt Consultant/Personal Loan Consultant
Achieve
11.2020 - 11.2023
Sales and Support
Go Daddy Company LLC
01.2018 - 11.2020
Senior Insurance Sales Specialists
Liberty Mutual
11.2007 - 06.2017
High School Diploma -
Apollo High School