Brooke Rycerz
Hazel Park
Summary
Results-driven sales and marketing professional with 8+ years of experience in financial services, mortgage lending, and account management. Skilled in managing multimillion-dollar portfolios, building strong client relationships, and consistently exceeding sales goals. Expert in analytics, CRM tools, and cross-functional collaboration.
Overview
16
16
years of professional experience
Work History
Account executive
United Wholesale Mortgage
Michigan
01.2021 - 08.2024
- Exceeded sales goals managing 30+ accounts and $800M+ in mortgage production
- Built strong client relationships and ensured compliance with mortgage regulations
- Drove cross-selling of financial products to grow revenue
- Managed a high-volume loan pipeline, meeting tight closing deadlines
- Trained and mentored top brokers to boost team performance
- Led client acquisition efforts, expanding the customer base and market share
Associate Financial Representative/Financial Representative
Northwestern Mutual
Troy
05.2019 - 12.2020
- Supported Wealth Advisor managing $7M in assets and $3M+ in insurance premiums
- Handled insurance operations, submitting $25K+ in monthly premiums
- Managed workflows across investments, insurance, and financial planning
- Built strong client relationships and identified financial goals
- Utilized CRM and planning software; licensed in LTC, Life, Accident & Health Insurance
Management / Server
California Pizza Kitchen
03.2008 - 01.2020
- Fast paced working environment.
- Customer service skill including resolution of conflicts.
- On the job training of over 30 employees.
- Took initiative to learn tasks outside of my role in order to help teammates in all parts of restaurant.
- Follow and align with the process expected by company.
Account Manager
HelloWorld
06.2018 - 09.2018
- Managed $1.2M in revenue across 30+ Coca-Cola retail accounts
- Acted as primary client liaison, executing and analyzing brand programs
- Built strong client relationships and aligned strategies with business goals
Account Advocate
CDK Global
11.2016 - 06.2018
- Partnered, strategized and consulted with over 40 dealership clients and managed a total of $151,000 in revenue.
- Built and maintained effective relationships with all accounts.
- Monitored and analyzed website metrics and KPI's through CDK's analytical platform which aided in the generation of a digital strategy unique to that client's needs.
- Ensured the correct online merchandising of vehicle data, pricing and photos were on the website.
- Worked as the central point of contact for all support and service-related issues on all accounts.
- Collaborated with associates from various departments to ensure positive customer experience.
Education
Bachelor of Arts - Advertising
Michigan State University
07.2016
Business Administration -
Schoolcraft College
06.2013
Skills
- Analytics
- Microsoft Office
- Multi-tasking
- Cross-functional collaboration
- Customer Service
- Sales
- Client Acquisition
- Communication Skills
- Digital Marketing
- Brand Management
- Client Retention
- Account management
- Pipeline management
- CRM software expertise
Timeline
Account executive
United Wholesale Mortgage
01.2021 - 08.2024
Associate Financial Representative/Financial Representative
Northwestern Mutual
05.2019 - 12.2020
Account Manager
HelloWorld
06.2018 - 09.2018
Account Advocate
CDK Global
11.2016 - 06.2018
Management / Server
California Pizza Kitchen
03.2008 - 01.2020
Bachelor of Arts - Advertising
Michigan State University
Business Administration -
Schoolcraft College