Summary
Overview
Work History
Education
Skills
Timeline
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Candace Millner

Charlotte,NC

Summary

Utilizing my soft and technical skills to assist in furthering your goals and increasing your bottom line.

Overview

16
16
years of professional experience

Work History

Customer Success Manager

Capital Precision Realty
Charlotte, NC
02.2019 - 10.2023
  • Plan, organize and multitask in a fast paced environment
  • Engage with cross functional teams as needed to complete projects
  • Deliver a superior onboarding and sales training experience
  • Assess skills gaps of sales team and set appropriate developmental procedures
  • Designed and implemented new client onboarding process
  • Used data to build out sales goals
  • Designed and implemented marketing and sales campaigns
  • Scrubbed, analyzed and visualized data to successful launch campaigns that increased sales bc 40%
  • Planned and executed two additional business income sources with no added expense
  • Analyzed customer data to identify trends, issues, and opportunities for improvement.
  • Managed customer inquiries and complaints in a professional manner.
  • Created reports outlining customer usage and retention metrics.
  • Conducted regular check-ins with clients to ensure their needs were met.
  • Developed custom solutions for customers based on their individual business objectives.
  • Delivered presentations on product features, benefits, and value propositions at conferences or webinars.
  • Provided customer onboarding and training to ensure successful product adoption.

Mortgage Loan Officer

New Rez
08.2020 - 03.2022
  • Analyzed existing mortgage clients data to develop a program to increase repeat client business by 58%.
  • Analyze credit reports to assist in increasing credit scores for mortgage qualifications
  • Developed Excel sheets to assist clients in budgeting and saving
  • Developed Excel sheets used company wide to assist clients in visually understanding the implications of different loan programs and interest rates
  • Followed all federal laws including education every year
  • Built repeat and referral business
  • Managed a pipeline of no less than 50 clients via email and phone
  • Implemented drip campaigns that increased closing percentage by 30%
  • Increased personal referral business by 25%
  • Developed and pitched a program to real estate builders and landed 3 of 5 clients
  • Planned an launched online marketing

Mortgage Loan Officer

Homestar Financial
07.2018 - 07.2020
  • Analyzed loan applications for qualification purposes
  • Marketed myself and company in order to obtain new clients
  • Gathered documents necessary for approval
  • Walked clients through entire loan process
  • Built a pipeline of 30 with in 60 days

Diamond Sales Agent

Red Ventures
Charlotte, NC
08.2014 - 07.2018
  • Maintain and foster a customer-centric mindset within the Inside Sales organization.
  • Maintain a detailed knowledge of the key business processes and systems employed by the business.
  • Assisting with go-to market strategy and launches for new products – facilitating product release with internal teams
  • Coach, mentor, and grow employees on your team, while keeping them engaged and successful in their careers
  • Copywriting scripting for product launches
  • Maintained 125% ( at least) of monthly quota for 4 years

Small Business Account Executive

AT&T
, VA
07.2007 - 06.2012
  • Developing new customer relationships via cold-calling (telemarketing and in-person), leads, and referrals
  • Follow-through via proposals, presentations, and meetings with key decision makers.
  • Sold and implemented wireless service for companies up to 200 employees
  • Sold manufacturing SIM , geolocation, and commercial software
  • Maintain current customer base through quarterly customer reviews and updates on new offerings
  • In collaboration with the team, continually develop a strategy on how to better position products to our prospects
  • Maintained and exceeded quotas monthly
  • Award winning Account rep

Education

Bachelors of Science -

Averett University
05.2006

Skills

  • Implementation
  • Project Management
  • Data Analysis and Visualization
  • Loan Origination
  • Relationship building
  • Cold Calling Pitching and Closing
  • Negotiation
  • Luxury customer experience
  • Creative problem solving
  • Sales and Marketing
  • Copywriting
  • Upselling
  • Customer Onboarding

Timeline

Mortgage Loan Officer

New Rez
08.2020 - 03.2022

Customer Success Manager

Capital Precision Realty
02.2019 - 10.2023

Mortgage Loan Officer

Homestar Financial
07.2018 - 07.2020

Diamond Sales Agent

Red Ventures
08.2014 - 07.2018

Small Business Account Executive

AT&T
07.2007 - 06.2012

Bachelors of Science -

Averett University

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Candace Millner