Build and maintain customer relationships by utilizing strong interpersonal skills to increase trust and provide exceptional service and guidance.
Consult with customers to determine their financial needs and goals and propose products or services to fit their needs.
Develop a thorough understanding of financial products and digital solutions to better assist customers in managing their finances.
Maintain a high level of organization to efficiently manage branch appointments, walk-in customers and customer follow-ups.
Strategize with management and partners to increase investment and loan referral production.
Licensed REALTOR
Coldwell Banker Choice Properties
12.2020 - 12.2023
Sourced, negotiated, and closed 10 deals totaling $4.5 million during the first 2 years in business as a solo agent.
Consulted home buyers and sellers in creating and executing a personalized plan based on requirements and budgets to achieve their real estate goals.
Won deals for clients in multiple buyer situations by creatively structuring offers and building rapport with seller's agent to ensure the offer created a win-win situation for both sides.
Implemented a standard sales process to guide clients from initial contact to close, and adapted as necessary to align with client's needs.
Built and maintained a list of clients through successful lead generation and communication.
Paraprofessional /Building Substitute Teacher
The Morgan School
11.2021 - 06.2023
Long term substitute teacher for Accounting, Entrepreneurship, and Personal Finance classes for high school juniors and seniors.
Managed classes of 25-30 individuals, leading and motivating them to complete assignments, and utilizing effective time management skills to meet lesson deadlines.
Demonstrated ability to actively listen and understand students' needs, and convey relevant information in a clear and simple manner.
Analyzed and solved complex problems quickly to maintain a positive learning environment for students.
Account Executive, Emerging Markets
Buildium
03.2020 - 09.2020
Consulted property management companies and landlords managing up to 100 units to become more efficient, drive revenue, and directly grow their portfolio through specific use of our software tools.
Directly responsible for bringing on over 100 new clients in 7 months, equating to $150,000 in annual recurring revenue.
Managed full sales cycle from outbound prospecting, delivering product demonstrations based on specific needs, to negotiating and closing the deal.
Conducted thorough consultation calls to learn about client's current business structure, analyze and understand their business challenges, and determine if and how Buildium would be able to solve for their needs.
Created and presented custom product demonstrations to showcase how our software would fit into the client's business structure and help them achieve their business goals.
Business Development Representative
Buildium
11.2019 - 02.2020
Found and created potential new business opportunities by cold-calling prospective client leads and finding areas of opportunity within their business where Buildium could provide value.
Exceeded quota of delivering 6 qualified meetings per month by consistently meeting activity metrics of 65 dials and 10 two-minute conversations per day.
Implemented objection handling skills to create a sense of urgency and inspire prospects to set appointments with a sales consultant.
Inbound Sales Coordinator
Buildium
07.2019 - 10.2019
Qualified all inbound sales leads by asking discovery questions to prospects and setting appointments with Sales Consultants if the prospect is determined to be a good fit for Buildium's SaaS.
Formed new systems for the Inbound Sales Coordinator role to reduce manual workload while simultaneously creating a smoother experience for potential customers.
Outperformed monthly goals by achieving over 140% to quota in first month, and over 110% each month thereafter.
Set a company record for booking 15 appointments in a single day.
Senior Dock Manager
Freedom Boat Club
05.2018 - 08.2018
Created and maintained systems to efficiently operate a brand new club location.
Hired and trained 2 employees to help perform all duties in a manner consistent with the company vision and location goals.
Recognized the specific wants and needs of individual club members to deliver a white-glove experience.
Communicated with 20+ members and worked closely with 6 managers to help keep all locations in CT functioning optimally.
Fresh Demand Planning and Inbound Logistics Intern
C&S Wholesale Grocers
05.2017 - 08.2017
Facilitated the design and implementation of a capacity forecasting tool for 30 warehouse and shipping facilities nationwide, helping the company better understand the amount of future space needed for products.
Created and sent a daily email to 200+ employees using Mailchimp and Microsoft Outlook.
Scheduled timely inbound deliveries for the logistics team using Retalix Dock Scheduling software, personally responsible for 5 perishable food facilities.
Education
Bachelor of Business Administration - Management
University of Massachusetts Amherst, Isenberg School of Management
Amherst, MA
2019
Skills
Emotional Intelligence
B2B and B2C Sales
Contract Negotiation and Closing Tactics
Adaptability
Time Management
Customer Relationship Management
Written and Verbal Communication
Coachability
Empathy
Activities
High School Track Coach (2022-2023)
Prepared training programs, organized practices, and oversaw logistics for high school track team of 40 athletes for 3 consecutive seasons.
Coached 3 individual Conference Champions and 1 individual National Championship Qualifier.
NCAA Division I Track and Field Athlete
Voted Team Captain by peers and Coaches for 2017-2018, and 2018-2019 seasons.
Indoor 800m school-record holder.
Demonstrated effective time management skills by balancing 20-30hrs of training and lifting per week, along with a full academic workload.
Awarded A10 Commissioner's Honor Roll recognition by maintaining a 3.5 GPA (All Semesters).
Received UMass Athletics Student-Athlete of the Week honors (1/23/17-1/30/17, 1/30/17-2/5/17).
Timeline
Personal Banker
Wells Fargo
12.2023 - Current
Paraprofessional /Building Substitute Teacher
The Morgan School
11.2021 - 06.2023
Licensed REALTOR
Coldwell Banker Choice Properties
12.2020 - 12.2023
Account Executive, Emerging Markets
Buildium
03.2020 - 09.2020
Business Development Representative
Buildium
11.2019 - 02.2020
Inbound Sales Coordinator
Buildium
07.2019 - 10.2019
Senior Dock Manager
Freedom Boat Club
05.2018 - 08.2018
Fresh Demand Planning and Inbound Logistics Intern
C&S Wholesale Grocers
05.2017 - 08.2017
Bachelor of Business Administration - Management
University of Massachusetts Amherst, Isenberg School of Management
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)