Jacquie Morales

Motivated Finance Professional

Role: Debt Consultant at Achieve
Location: Mesa, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Debt Consultant
Achieve
Jan 2024 — Present
Passed certification first attempt with 97%· Graduated top of class from sales training· Enrolled record number clients first 3 months· Million Dollar Club 3 months· Debuted in Tier 2 company wide with new sales analytics

Education

University of Portland
Bachelor of Business Administration (BBA), Global Business and Spanish
2003 — 2007
University of Portland
Bachelor of Business Administration

Skills

Telemarketing
Fast Learner
Lead Generation
Crm
Qualifying Prospects
Microsoft Excel
International Relations
Love to Learn
Phone Sales
Community Service
Series 65
Innovator
Sales Effectiveness
Inside Sales
Fast-Paced
Leadership
Closing Deals
Process Efficiency
Recruiting
Setting Appointments
Cash Handling Experience
Technological Proficiency
Training
Customer Satisfaction
Marketing
Highly Motivated Self-Starter
Cold Calling
Building Relationships
Sales Prospecting
Social Networking
Deal Closure
Professional Mentoring
Energetic Leader
Investments
Administrative Assistants
Energetic Team Player
Spanish
Top Producer
Microsoft Office
Sales

Contact information

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Work email
j•••••••@achieve.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••25

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Current company

Achieve

Financial Services · 1.9K employees · Founded 2002 · Tempe, Arizona, United States

Achieve is the leader in digital personal finance, built to help everyday people thrive. The company is a trusted leader in debt consolidation, backed by strong satisfaction scores and an A+ rating from the Better Business Bureau. We offer personal loans, home equity loans, debt consolidation, financial education, and free mobile apps, and have been recognized by LendingTree for best Customer Satisfaction in both the personal loan and home equity loan categories. We take the time to understand each person’s situation, then combine data and intelligence, innovative technology, unique solutions, and an empathetic human touch to help our members move their finances forward. With more than 2,300 teammates across the country and hubs in California, Arizona, and Texas, everyone collaborates to support our mission: empowering everyday people to move forward on the path to a better financial future. Since 2002, Achieve has fostered a workplace where people feel they belong and can show up as their authentic selves. No matter the role—sales, member support, engineering, product design, IT, or beyond—teammates are united by a shared passion for serving our members. That commitment has earned Achieve frequent recognition as an employer of choice, including 15 appearances on the Phoenix Business Journal’s Best Places to Work list and five consecutive years as one of Arizona’s Most Admired Companies. Achieve refers to the global organization and may denote one or more affiliates of Achieve Company, including Achieve.com, Equal Housing Opportunity (NMLS ID #138464); Achieve Home Loans, Equal Housing Opportunity (NMLS ID #18•••01); Achieve Personal Loans (NMLS ID #227977); Freedom Debt Relief (NMLS ID # 12•••29); and Freedom Financial Asset Management (CRD #170229), https://www.nmlsconsumeraccess.org/.

achieve.com

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Experience

Debt Consultant

Education

University of Portland

University of Portland

Skills

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