Alexis Theus
Dallas,TX
Summary
Dynamic individual offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
14
14
years of professional experience
Work History
Loan Officer Assistant
UMB Bank
02.2021 - Current
- Cultivate productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base
- Liaise with clients throughout the loan closing process, handling any concerns with skill and efficiency
- Streamline documentation and verification processes to enhance loan application efficiency
- Stay current on loan regulation changes, ensuring compliance in all loan processing activities.
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
Mortgage Loan Disclosure Specialist
UMB Bank
10.2020 - 02.2021
- Reviewed loan files to ensure compliance with current standards and regulations
- Managed company disclosure timelines, maintaining delivery standards and timetables
- Prepared loan estimates and sent initial disclosures promptly, maintaining fast-paced schedules.
- Managed company disclosure timelines to maintain delivery standards and timetables.
- Partnered with others in compliance department and in business units to fix and improve issues.
Personal Banker II
UMB Financial Corporation
11.2016 - 10.2020
- Conducted detailed financial reviews for business clients, offering products tailored to their needs
- Established and maintained new accounts for high-net-worth individuals, maximizing revenue through effective sales strategies
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback
- Achieved consistent recognition as a top sales performer by promoting all financial products and maintaining excellent service knowledge.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Lead Product Consultant
Sephora
04.2016 - 06.2017
- Engaged clients to meet sales, profit, and service objectives
- Trained and developed new sales team associates in products, selling techniques, and company procedures
- Implemented up-selling strategies, recommending complementary purchases to boost revenue.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Counter Manager
Origins at Dillard's
09.2015 - 03.2016
- Built in-store relationships with management and sales teams to drive retail sales
- Developed and implemented special events and merchandising objectives
- Trained, motivated, and developed sales staff to achieve company goals and product knowledge.
- Promoted brand loyalty by creating personalized experiences for each customer during their visit.
Customer Service Representative
OptumRX
09.2013 - 08.2015
- Exceeded revenue quotas through product and service promotion during routine calls
- Enhanced customer relationship management abilities through continuous training and development.
Assistant Manager
Shi
10.2012 - 01.2013
- Managed inventory control processes and optimized schedules to meet customer demands
- Coached team on effective upselling and cross-selling methods, generating repeat business through exceptional customer service.
Supervisor / Visual Merchandiser
Papaya Clothing
08.2010 - 08.2012
- Managed store operations, including organization, maintenance, and purchasing functions
- Trained team members in successful strategies to meet operational and sales targets, improving sales process and tracking with new POS system.
Education
High School Diploma -
Henry County High School
McDonough, GASkills
- Client Relations
- Client Relationship Management
- Customer Satisfaction
- Relationship Building
- Customer Relationships
- Goal-Oriented
- Relationship building and management
- Sales Development
- Networking skills
- Team Training
- Customer Relationship Management (CRM)
References
Available upon request.
Timeline
Loan Officer Assistant
UMB Bank
02.2021 - Current
Mortgage Loan Disclosure Specialist
UMB Bank
10.2020 - 02.2021
Personal Banker II
UMB Financial Corporation
11.2016 - 10.2020
Lead Product Consultant
Sephora
04.2016 - 06.2017
Counter Manager
Origins at Dillard's
09.2015 - 03.2016
Customer Service Representative
OptumRX
09.2013 - 08.2015
Assistant Manager
Shi
10.2012 - 01.2013
Supervisor / Visual Merchandiser
Papaya Clothing
08.2010 - 08.2012
High School Diploma -
Henry County High School
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