Experienced in client relationship management, excels at enhancing customer satisfaction through personalized service and strategic account planning. Utilizes negotiation and conflict resolution skills to consistently maintain and renew client contracts, ensuring alignment with business objectives. Track record showcases ability to leverage analytical insights to drive client retention and foster business development.
Overview
11
11
years of professional experience
Work History
Account Manager
CSN Mint
05.2025 - Current
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
Implemented CRM system to track client interactions and feedback, leading to more personalized service.
Mortgage Professional II
Mr. Cooper
05.2024 - 03.2025
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
Developed and maintained relationships with customers, lenders and other third parties.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
Negotiated favorable terms for borrowers by effectively communicating their financial profiles to lenders.
Enhanced overall efficiency of the mortgage department by identifying areas for improvement in workflows and implementing necessary changes.
Mortgage Banker
Loan Depot
01.2024 - 05.2024
Sold mortgage solutions to clientele looking for financial assistance
Established rapport with clients for retention and lead generation
Followed up with clients to assist them through the loan process to ensure full cycle completion
Managed files to set up call backs to take advantage of deals and changes in the marketplace
Conducted thorough analyses of applicants'' financial status, credit, and property evaluations to determine loan feasibility.
Streamlined application processes for faster approvals, ensuring timely closings on mortgage loans.
Participated in ongoing training programs to stay up-to-date on industry developments and enhance professional growth.
Mortgage Banker
The Federal Savings Bank
01.2023 - 09.2023
Established rapport with customers and actively listened to understand their immediate and latent needs, motivations, and contexts; properly documented customer interactions and captured both personal and financial insights to lay the groundwork for more personalized future interactions
Smart selling: Coached and educated customers as needed; provided information on products and services that would benefit the customer, supported an informed decision-making process tailored to the customer’s needs and preferences
Fostered long-term relationships with my clients to gain the trust needed for referrals and repeat business inquiries
Documented effective sales processes/approaches and regularly shared back with team and leaders; actively contributed to team initiatives and shared goals; supported teammates through peer mentorship and feedback
Achieved and exceeded company quotas in a high pressure sales environment by building rapport and being an expert in my field
Mortgage Loan Originator/ Home Advisor
Mr Cooper
03.2021 - 12.2022
Fielded and evaluated customer service questions; compared solutions to determine recommendations that best meet customers’ needs and circumstances; performed follow-up to ensure resolution
Established rapport with customers and actively listened to understand their immediate and latent needs, motivations, and contexts; properly documented customer interactions and captured both personal and financial insights to lay the groundwork for more personalized future interactions
Smart selling: Coached and educated customers as needed; provided information on products and services that would benefit the customer, supported an informed decision-making process tailored to the customer’s needs and preferences
Manage pipeline of potential customers at various stages of the refinancing journey; responsible for business development and relationship management
Documented learnings and regularly shared back with team and leaders; actively contributed to team initiatives and shared goals; support teammates through peer mentorship and feedback
Debt Consultant
Freedom Financial Network
08.2020 - 03.2021
Received and worked fresh leads daily through outbound calls and emails
Consulted with our clients on debt relief options to help pay off their consumer debt
Enrolled qualified clients in Freedom Debt Relief’s program
Educated qualified clients on their financial options based on their needs
Completed an application for our customers; pulled credit, and gathered documents for underwriting to facilitate a close within1-2 calls
Account Manager II (SLED)
CenturyLink/Lumen Technologies
10.2019 - 08.2020
Desk-based prospecting, selling and account management into assigned customer, meeting assigned monthly sales quotas
Proactively solve sales challenges and customer obstacles
Delivered a strong value proposition during consultative and transactional selling approaches that maximize sales revenue
Prospected and qualified through calls, emails, social media, internal marketing campaigns, call blitzes, follow up, etc
Effectively navigated company systems and tools to provide customers with timely quotes, follow up
Prepared agendas for every customer call, conduct strong customer meetings and identify opportunities from every sales call
Engaged internal resources and support personnel to provide an exceptional customer experience
Leveraged the broader sales resource eco-system to drive high impact opportunities
Worked with urgency through all aspects of the sales cycle through closing
Maintained updated sales stages and accurate notes in Salesforce.com
Create and maintain account plans as required
Provided activity reports as required
Forecast and commit monthly sales volume accurately
Attended assigned meeting and participate in all company training requirements
Mentored teammates as a senior person on the team and lead by example with a strong attitude, high energy and leadership characteristics.
Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
Account/Sales Manager, Third Party Retail
Cox Communications
10.2017 - 05.2019
Recruited, Interviewed, Hired, Trained and Developed Customer Facing Sales Agents in a Quota Based Retail Environment
Utilized reporting tools to provide daily reporting for sale agents allowing them to focus on their sales objectives
Implemented a new sales culture holding reps responsible for their performance through performance management and servant leadership which helped me increased performance in my territory from67% in2017 to goal to108% in2018
Created daily, weekly and monthly action plans to drive performance in specific metrics and WIGs
Built and maintained relationships with our national retail partners with up to date reports on performance and conducted meetings centered around strengthening our partnership and driving results
Processed commission documentation monthly for our contracted staff insure proper pay for performance
Provided1 on1 coaching sessions daily in the field to guide agent to improved performance ensuring job satisfaction
Conducted weekly team meetings centered around training agents on the right behaviors, updated product knowledge and recognizing excellence in the performance field
Inside Sales Representative
Cox Communications
07.2014 - 10.2017
Handled70 to90 inbound calls daily regarding establishing new accounts or making changes to existing accounts
Navigated through multiple databases to provide customers with information used to influence buying decisions
Provided feedback on simply fixed issues to establish rapport
Met and exceeded monthly goals while adhering to company integrity guidelines