Summary
Overview
Work History
Education
Skills
Timeline
Generic

Anissa Palmatier

Danvers,IL

Summary

Strategic Account Executive with proven success increasing sales and revenue through developing loyal account relationships. Articulate communicator with exceptional negotiation skills. Known for understanding customer needs and delivering effective solutions.

Overview

13
13
years of professional experience

Work History

Account Executive

Smartfi Home Loans
San Diego, California
02.2025 - Current
  • Managed client accounts, ensuring timely responses to inquiries and requests.
  • Maintained accurate records of all sales activities using CRM software systems.
  • Managed accounts by providing ongoing technical support after the sale was completed.

Account executive

Cornerstone Capital
San Antonio, Texas
02.2024 - 01.2026
  • Developed client relationships through effective communication and follow-up strategies.
  • Assisted in preparing proposals and presentations for prospective clients.

Account Executive

University Bank
Ann Arbor, MI
05.2023 - 02.2024
  • Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Negotiated contracts with clients to ensure profitable outcomes for the company.
  • Provided timely customer service support to resolve any issues quickly and efficiently.

Account Executive

Mutual Of Omaha
San Diego, CA
12.2022 - 05.2023
  • Identified potential new customers through research of industry trends and competitive analysis.
  • Attended various networking events to identify sales opportunities and build relationships.
  • Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Negotiated contracts with clients to ensure profitable outcomes for the company.

Account Executive

Reverse Mortgage Funding
Melville, NY
07.2016 - 12.2022
  • Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Negotiated contracts with clients to ensure profitable outcomes for the company.
  • Provided timely customer service support to resolve any issues quickly and efficiently.
  • Attended networking events to build relationships with potential customers.

Account Executive

Liberty Reverse Mortgage
Sacramento, CA
05.2013 - 07.2016
  • Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Negotiated contracts with clients to ensure profitable outcomes for the company.
  • Provided timely customer service support to resolve any issues quickly and efficiently.

Education

High School Diploma -

Olympia High School, Stanford IL
Stanford, IL
05.1987

Skills

  • Account Management
  • Customer Relationships
  • Sales Proficiency
  • Sales Expertise
  • Customer Relationship Management (CRM)

Timeline

Account Executive

Smartfi Home Loans
02.2025 - Current

Account executive

Cornerstone Capital
02.2024 - 01.2026

Account Executive

University Bank
05.2023 - 02.2024

Account Executive

Mutual Of Omaha
12.2022 - 05.2023

Account Executive

Reverse Mortgage Funding
07.2016 - 12.2022

Account Executive

Liberty Reverse Mortgage
05.2013 - 07.2016

High School Diploma -

Olympia High School, Stanford IL

Similar Profiles

CREATE PROFILE