Alex Alston
Tyler
Summary
Collaborative Account Executive formulating strategic contracts and agreements for key accounts and spearheading actionable plans to drive value. Oversees contract compliance and sells product solutions and services while managing customer expectations.
Overview
7
7
years of professional experience
Work History
Client Service Coordinator
Vasso & Associates (Ameriprise)
06.2023 - Current
- Managed multiple client accounts simultaneously, prioritizing tasks effectively to meet deadlines without compromising quality.
- Collaborated with team members to streamline processes and improve overall client experience.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Maintained detailed records of client interactions, enabling better tracking of account history and facilitating continuity among team members handling the same accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Mortgage Loan Officer
Nationstar Mortgage LLC, Mr. Cooper
09.2020 - 05.2021
- Analyze sales funnel and incoming leads to identify business opportunities
- Build positive relationships with borrowers
- Identify potential benefits and convey multiple scenarios based on borrower’s specific needs
- Pipeline management to build efficiency
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Financial Relationship Advisor
Wells Fargo Advisors
11.2017 - 09.2020
- Consistently make calls to build relationships and leverage them into business opportunities
- Conduct in-depth reviews of clients' financial circumstances, current provision and future aims
- Meet with clients and prospects in order to formulate financial strategies
- Aid in the segmentation process, enabling the cultivation of new assets
- Assisted clients with budgeting and cash flow management.
- Developed strong rapport with clients through consistent communication via phone calls, emails, and in-person meetings.
- Collaborated with team members to develop comprehensive financial plans addressing diverse needs of clients.
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and interactions.
- Streamlined financial processes for increased efficiency and accuracy in managing client accounts.
Education
Bachelors of Business Administration - Finance
The University of Texas At Tyler
Tyler, Texas05.2017
Skills
- Scheduling and planning
- Customer relations
- Client relationship building
- CRM software
- Account management
- Exceptional communication
- Sales proficiency
- Team building
- Research and due diligence
- Follow-up skills
- Outbound calling
- Sales strategies
Timeline
Client Service Coordinator
Vasso & Associates (Ameriprise)
06.2023 - Current
Mortgage Loan Officer
Nationstar Mortgage LLC, Mr. Cooper
09.2020 - 05.2021
Financial Relationship Advisor
Wells Fargo Advisors
11.2017 - 09.2020
Bachelors of Business Administration - Finance
The University of Texas At Tyler