Accomplished Sales Professional dependable in building customer base and exceeding business goals. Well-versed in CRM products and customer engagement strategies. Pursues opportunities to build connections, increase revenue and cement loyalty.
Overview
5
5
years of professional experience
Work History
Inside Sales Representative
Paychex
05.2024 - Current
Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
Streamlined sales process efficiency by maintaining accurate records of client interactions in CRM systems, ensuring seamless followup.
Negotiated prices and terms of sales with potential customers to reach mutually beneficial agreement.
Implementation Advisor
Bank Of America
09.2023 - 05.2024
Managed multiple implementation projects concurrently, maintaining strict deadlines without compromising quality or scope.
Developed strong relationships with clients, fostering trust and confidence in the implementation process.
Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.
Maintained up-to-date knowledge of industry trends and best practices in order to provide the most relevant solutions for clients'' businesses.
Mortgage Loan Officer
Allied First Bank
01.2023 - 08.2023
Complete 125-150 outbound calls everyday, while receiving inbound calls - Take the time to make sure that prospective clients have all their questions answered and understand how they are making their money work harder for them - Provide outstanding customer service to 50+ active clients, while maintaining customer service to past clients - Lead my team with the highest pull through rate
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Senior Loan Officer
New American Funding
08.2022 - 11.2022
Get clients pre-approved for a purchase of a home - Educate clients about purchasing their first home as well as guidance on how to become approved if they did not qualify at the current time - Provided clients with 24/7 availability in order to ease home buying process - Made 125 outbounds each day while receiving inbound leads.
Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
Mortgage Loan Officer
JFQ Lending, LLC
05.2020 - 06.2022
Helped navigate clients who would like to refinance their home or take out a HELOC - Worked with the customers to tackle their financial goals such as debt consolidation, home renovations, and to lower their monthly mortgage - Provide outstanding customer service while working with up to 50+ clients at once - In the top 10% of the company regarding pull through
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
Education
Business, Management, Marketing, and Related Support Services