Accomplished Senior Account Executive with 17 years in finance and sales. Committed with demonstrated success in sales, customer relations and prospecting. Ambitious and dedicated leader with experience training and mentoring new team members.
Overview
19
19
years of professional experience
Work History
Published Author
Self Employed Writer
08.2022 - Current
Edited manuscripts prior to publication, ensuring clarity, accuracy, and consistency throughout the text.
Wrote and edited high-quality content and visually impactful programs under deadline pressure with exciting, captivating, and authentic approach.
Enhanced reader engagement by incorporating compelling language and thought-provoking ideas in written pieces.
Applied strong analytical skills to identify relevant topics, trends, and stories for target audiences.
Improved client satisfaction by creating visually appealing and impactful graphic designs for various marketing materials.
Marketing Specialist
KTVN Channel 2
06.2023 - 04.2024
Increased brand awareness by developing and implementing targeted marketing campaigns.
Boosted lead generation through the creation of engaging content for social media platforms.
Enhanced customer engagement, utilizing email marketing campaigns and newsletters.
Managed cross-functional teams to successfully execute product launches and promotional events.
Senior Home Lending Advisor
JP Morgan Chase
01.2019 - 08.2022
Consulted and educated clients on lending guidelines and tailoring specific loan products for clients needs and requirements.
Managed pipeline up to 50 applications and internal team members on task completion and continued updates.
Lead generation by cold calling, holding education workshops for internal and external partners, coaching internal partners on continued education and consulting to uncover clients needs and building extensive relationships.
Reviewed sensitive documentation for application process and evaluation reports to communicate to interested parties and escalate for corrections when needed.
Home Mortgage Consultant
Wells Fargo Home Mortgage
03.2011 - 01.2019
Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates,.
Developed and maintained relationships with customers, lenders and other third parties.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Assisted customers with completing loan applications and other paperwork.
Identified opportunities to cross-sell and upsell loan products to customers.
Evaluated loan requests and documents to verify accuracy and completeness.
Explained different types of loans pertaining to client situations.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Fielded customer complaints and provided solutions.
Participated in industry events and conferences to build relationships and gain market intelligence.
Senior Account Executive
HSBC/Household Finance
11.2005 - 04.2009
Evaluated loan requests and documents to verify accuracy and completeness.
Developed and maintained relationships with customers, lenders and other third parties.
Identified opportunities to cross-sell and upsell loan products to customers.
Supervised loan personnel and motivated to maintain customer service and performance standards.
Prepared documentation, finalized sales and maintained records.
Increased revenue by communicating payment changes and product updates to customers.
Cold called prospects to explain partnership benefits, representing company values.