Brian Krofchick
Punta Gorda,FL
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives. Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
Overview
16
16
years of professional experience
Work History
Account Executive - Customer Service Specialist
Spring EQ LLC Mortgage
02.2020 - Current
- Worked with new clients and companies during the implementation process and continue to maintain the relationship
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Facilitated resolution of client issues by acting as liaison between customer service and technical teams.
- Increased customer retention rates by providing exceptional problem-solving skills and personalized solutions.
- Tracked customer interactions using CRM software, helping the team identify trends and areas of improvement in service delivery.
New Home Sales Consultant
D.R. Horton National Builder
11.2017 - 01.2020
- Developed and implemented strategies necessary for minimizing risk of non-compliance.
- Utilized CRM software to track buyer information and preferences, tailoring communication efforts for maximum effectiveness.
- Handled objections from potential buyers effectively addressing concerns related to pricing location or design features enhancing chances of a successful sale.
- Conducted comprehensive needs assessments with prospective clients identifying their specific requirements leading to tailored property recommendations.
Client Implementation and Onboarding Specialist
JPMorgan Chase Bank
06.2008 - 11.2017
- Worked in implementation and onboarding of large clients and municipalities
- Worked with a set list of clients to educate them on the platforms available
- Managed multiple onboarding projects simultaneously, ensuring timely completion while maintaining high-quality standards.
- Maintained compliance with all regulatory requirements, ensuring continued operational excellence within the relationship management function.
- Analyzed complex financial data from multiple sources in order to provide comprehensive recommendations tailored specifically for each client''s unique situation.
- Implemented effective cost control measures within the department, optimizing resource allocation and reducing overhead expenses.
- Coordinated with internal departments to facilitate seamless transaction processing for relationship banking clients.
- Mentored junior team members on best practices in relationship management, contributing to their professional development.
Skills
- Implementation
- Management
- Customer service and sales
- Public speaking
- Budgeting and finance
- Skilled in software
- Project management
- Compliance oversight
- Account Management
- Pipeline Management
- CRM software expertise
- Customer Relations
Leadership Experience
I have several years of experience working in account management, implementation and onboarding. I have experience with several CRM platforms and have multiple years experience working with start ups.
Timeline
Account Executive - Customer Service Specialist
Spring EQ LLC Mortgage
02.2020 - Current
New Home Sales Consultant
D.R. Horton National Builder
11.2017 - 01.2020
Client Implementation and Onboarding Specialist
JPMorgan Chase Bank
06.2008 - 11.2017
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