Alexa Collier
Denver,Colorado
Overview
6
6
years of professional experience
Work History
Client Success Manager
Intrinsic Digital Marketing
Annapolis, USA
03.2022 - Current
- Provide leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Work closely with marketing team on campaigns targeting current clients for retention purposes.
- Identify upselling and cross-selling opportunities to maximize account growth and revenue generation.
- Analyze client data and identified opportunities for growth.
- Support sales team members to drive growth and development.
- Exceed established service goals while leveraging customer service, sales and employee management best practices.
- Act as main point of contact in matters relating to client concerns and needs.
Loan Officer Assistant
Fairway Independent Mortgage Corp
Greenwood Village, USA
08.2021 - 03.2022
- Pre-approved mortgage loans, acted as the main point of contact for clients, calculate income for qualification, balanced closing figures, managed a pipeline of 30+ contracts per month
- Maintained realtor partner relationships, obtained a mortgage license within 30 days of hire, and implemented Surefire CRM to actively stay in front of prospective borrowers.
Loan Officer Assistant
DayOne Mortgage
Greenwood Village, USA
01.2021 - 08.2021
- Managed client pipelines, collect documentation for the underwriting process, scheduled home closings, evaluate and delivered home appraisals.
- Worked with third-party vendors to address and clear loan closing requirements.
- Assembled and compiled documents for loan closings.
Processing Assistant
Megastar Financial
Westminster, USA
06.2019 - 01.2021
- Assessed new home contracts, home insurance, title work and appraisals.
- Worked closely with mortgage closer to calculate final closing costs and review closing documents.
- Consistently met tight contract deadlines.
Education
Bachelor of Arts - English
University of Colorado
Boulder05.2019
Skills
- Microsoft
- Sharepoint
- Google Tag Manager
- Google Analytics
- HubSpot
- Asana
- SimpliFi
- Sure Fire Local
- Real Estate, Multifamily and Mortgage expertise
- Upselling strategies
- Customer retention
- Training oversight
- Account Managment
Timeline
Client Success Manager
Intrinsic Digital Marketing
03.2022 - Current
Loan Officer Assistant
Fairway Independent Mortgage Corp
08.2021 - 03.2022
Loan Officer Assistant
DayOne Mortgage
01.2021 - 08.2021
Processing Assistant
Megastar Financial
06.2019 - 01.2021
Bachelor of Arts - English
University of Colorado
Similar Profiles
Ali PompeyAli Pompey
Executive Marketing Assistant at Intrinsic DigitalExecutive Marketing Assistant at Intrinsic Digital
SWATI BHADANESWATI BHADANE
Digital Marketing Executive at REVIGRO MARKETING (Digital Marketing Agency)Digital Marketing Executive at REVIGRO MARKETING (Digital Marketing Agency)
Rakhymzhan KuanyshRakhymzhan Kuanysh
Intern Frontend Developer (remote) at Digital Connection - Digital marketing agencyIntern Frontend Developer (remote) at Digital Connection - Digital marketing agency
Amber ShockeyAmber Shockey
Lead Server at Black Eyed Pea RestaurantLead Server at Black Eyed Pea Restaurant
Sydney VanHerckeSydney VanHercke
Junior Designer at Cruxing In ColorJunior Designer at Cruxing In Color