Beth Penny
Summary
Resourceful Corporate Trainer offering expertise in problem-solving, complex tools, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
17
17
years of professional experience
Work History
CRM Training Specialist
Fairway Independent Mortgage Corporation
10.2021 - Current
- Acts as the face and voice of Total Expert and other marketing technologies on company-wide Zoom calls and in-person at regional and company-wide meetings.
- Delivers relevant, quality training employing a variety of delivery methods including instructor-led training (in-person and virtual), video, job aids, eLearning, and other modalities as appropriate for effectively developing technical skills in system users.
- Enhanced sales productivity by streamlining processes and implementing time-saving strategies and automation.
- 2022: 3,179 attendees of company-wide webinars; 466 one-on-one trainings
- 2023: , 894 attendees of Private Group trainings of 10+ people; 385 one-on-one trainings while active accounts dropped by 1,200 users due to downsizing.
CRM Support Specialist
Fairway Independent Mortgage Corporation
10.2020 - 10.2021
- Provided implementation, support, and maintenance of the CRM application - Total Expert; and continued to develop it based on enterprise application roadmap.
- Provided branch consults regarding CRM options and functionality.
- Boosted CRM adoption by streamlining processes and providing comprehensive training to corporate and branch-level teams.
Marketing Technology Specialist
CrossCountry Mortgage, LLC
01.2020 - 10.2020
- Assumed primary ownership of Total Expert internal support.
- Facilitated company-wide training, on-boarding training, and one-on-one VIP support training.
- Activated new content and categorization all while overseeing current marketing pieces, ensuring they were up-to-date.
Data Analyst
Crosscountry Mortgage LLC
12.2019 - 01.2020
- Tested new program technology launches from a UX perspective.
- Identified and logged system flaws and bugs.
- Improved decision-making processes with accurate marketing data analysis and visualization techniques.
Marketing Events Coordinator
CrossCountry Mortgage, LLC
09.2018 - 12.2019
- Worked out event details for 50+ events monthly by coordinating a plan with all parties involved, scouted and booked locations, food, entertainment, staff and cleanup.
- Executed within fixed budgets effectively, optimizing resources and reducing overall costs without sacrificing event quality.
- Improved post-event follow-up processes, resulting in higher lead conversion rates.
Marketing & Business Development Coordinator
Lumen Optical
03.2017 - 05.2018
- Managed business development, sourcing over 15 B2B partnerships across a regional retail chain.
- Maintained sponsorships and brand execution at regional events including festivals, markets, health fairs and community gatherings.
- Executed philanthropy programs through community outreach.
- Drove regional brand awareness and traffic, contributing to $2.2M annual revenue in 2017, the business' first full year.
- Generated 1,723 of leads through promotional marketing, giveaways, networking and events.
- Planned and coordinated over 20 in-store events annually from conception to clean up.
- Attended chamber, social, and networking events as the face of the brand.
Public Relations Director
Windy City Rollers
01.2016 - 01.2018
- Worked with media outlets to publish timely information, such as press releases, brochures, and othermaterials.-Ensured communication strategy was consistent and reflected the organization's strategic vision.-Refined core messaging to ensure organizational consistency in all aspects of communication includingtraining, fundraising and marketing.-Ensured consistent framing of messages.-Collaborated with marketing to develop the advertising, marketing and promotion plans.-Edited and revised content as necessary.
Public Relations Event Coordinator
Windy City Rollers
01.2015 - 01.2018
- Coordinated every aspect of an event, including calculating a budget for proposed events, managingdetails like event location, arranging the schedule, selecting speakers/entertainment, choosing vendors,selecting menus, procuring accommodations, creating and distributing marketing materials (invitations,flyers, advertisements), and arranging transportation for attendees-Was onsite day of the event to oversee set-up or perform the set-up, and to troubleshoot any issuesthat may arise- PR events that the Windy City Rollers participate include Pride Parade, Lagunitas Beer Circus
- American Cancer Society's Walk and Roll, and Chicago Cultural Mile's Halloween parade
Freelance Writer
tag
09.2015 - 02.2016
- Wrote and edited product descriptions for print catalog copy, online copy for Amazon, eCommerce and marketing promotional material for e-blasts and trade shows.
- Ensured that all data on Tagltd.com is up to date and accurate.
Freelance Writer
Chicago Tribune Media Group
01.2015 - 12.2015
- Leveraged strong research and storytelling skills while uncovering impactful stories for readers and subscribers.
- Produced engaging articles for online and print publications while meeting deadlines and exceeding expectations.
Account Executive
PCM: The Right Technology, Delivered.
10.2012 - 03.2014
- Exceeded sales targets by 125% consistently by identifying new business opportunities and creating customized solutions for clients.
- Winner and four-time nominee of Reginald Bolin Excellence Award MVP
- HP team champion, acting as a resource and liaison to my team for all HP products and programs.
Copy Writer
CareXtend
07.2012 - 09.2012
- Boosted campaign performance by developing engaging and persuasive copy for print, digital, and social media platforms.
- Supported SEO initiatives through strategic keyword incorporation in web content, driving organic traffic growth.
Legal Assistant
Gardiner, Koch, Weisberg & Wrona - A Law Firm
07.2011 - 07.2012
- Drafted accurate and persuasive legal correspondence, contributing to successful negotiations and settlements.
- Facilitated timely resolution of legal matters by preparing and organizing essential documents.
- Developed, interviewed, and maintained internship program.
Proofreader and Editor
DANK Haus: German American National Congress
03.2010 - 10.2011
- Proofread, edited and wrote articles for the German American Journal, a national publication.
- Wrote letters and proposals to other organizations as well as subscription members of the organization.
- Managed and developed content for social media outlets (Facebook, Twitter, YouTube and blog).
- Represented organization at public, charity and social events.
Staff Writer
Chicago Flame
05.2010 - 05.2011
- Collaborated with editors to refine content, ensuring clarity, accuracy, and cohesiveness for publication.
- Increased engagement by researching trending topics and crafting compelling stories tailored to target audiences.
Campus Representative
Walt Disney World
05.2007 - 12.2009
- Enhanced student engagement by organizing campus events and activities.
- Achieved higher levels of participation by promoting internship programs to students.
Location Trainer
Walt Disney World
01.2007 - 05.2007
- Trained employees on-site for their role at the happiest place on Earth.
Education
Bachelors of Arts - English: Media, Cultural and Rhetorical Studies
University of Illinois Chicago
01.2011
Skills
- Tech Whisperer: Translating complexity to human ingenuity
- Marketing & Sales Strategy
- New Employee Training
- Presentation Skills
- Webinar Management
- Curriculum Development
- Interpersonal Communication
- Educational Material Development
- Technology Integration
Affiliations
- Fairway Ignite
- Fairway Ambassador
- Fairway Cares Ambassador
- Womens Empowerment Member
- AWI Volunteer
Accomplishments
Guiness World Record Holder
Timeline
CRM Training Specialist
Fairway Independent Mortgage Corporation
10.2021 - Current
CRM Support Specialist
Fairway Independent Mortgage Corporation
10.2020 - 10.2021
Marketing Technology Specialist
CrossCountry Mortgage, LLC
01.2020 - 10.2020
Data Analyst
Crosscountry Mortgage LLC
12.2019 - 01.2020
Marketing Events Coordinator
CrossCountry Mortgage, LLC
09.2018 - 12.2019
Marketing & Business Development Coordinator
Lumen Optical
03.2017 - 05.2018
Public Relations Director
Windy City Rollers
01.2016 - 01.2018
Freelance Writer
tag
09.2015 - 02.2016
Freelance Writer
Chicago Tribune Media Group
01.2015 - 12.2015
Public Relations Event Coordinator
Windy City Rollers
01.2015 - 01.2018
Account Executive
PCM: The Right Technology, Delivered.
10.2012 - 03.2014
Copy Writer
CareXtend
07.2012 - 09.2012
Legal Assistant
Gardiner, Koch, Weisberg & Wrona - A Law Firm
07.2011 - 07.2012
Staff Writer
Chicago Flame
05.2010 - 05.2011
Proofreader and Editor
DANK Haus: German American National Congress
03.2010 - 10.2011
Campus Representative
Walt Disney World
05.2007 - 12.2009
Location Trainer
Walt Disney World
01.2007 - 05.2007
Bachelors of Arts - English: Media, Cultural and Rhetorical Studies
University of Illinois Chicago
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