Hi, I’m
Cari Maultsby
Account Executive
Eugene,OR
Summary
A consummate professional with a friendly presence. Open and committed to building customer success by providing a positive experience.
Highly organized and motivated Account Executive with a demonstrated track record of building relationships with clients, and developing successful sales tactics.
Skilled in analysis, customer service, and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
11
years of professional experience
Work History
Shadow Hills Country ClubJunction City, OR
Bartender
Mar.2024 - Current (1 year & 4 months)
Job overview
- Ability to work in fast fast-paced environments, adapting and changing with needs.
- Manage cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
- Perform opening and closing duties, printing sales reports, setting up for incoming shifts, preparing cash drawers, and taking inventory.
- Maintain a clean and organized workspace, ensuring compliance with health and safety regulations.
- Develop loyal clientele by consistently delivering outstanding service to members and engaging in friendly conversation.
- Keep bar presentable and well-stocked to meet member needs.
- Upsell menu items, driving up per-sale revenues and maximizing profits.
- Support banquets and large scale events through attentive service, adapting quickly to the varying needs of guests.
Primary Residential Mortgage
Mortgage Loan Officer NMLS 959879
Jan.2024 - Current (1 year & 6 months)
Job overview
- High performer with a proven history of working independently, under strict deadlines
- Proactively manage ever-changing pipeline to meet deadlines while maintaining the flexibility to shift when demand changes
- Establish and maintain rapport with Realtors and industry partners
- Critical thinker who can read, interpret, and implement policy and procedure
- Natural problem solver who is resourceful and adaptable in collaboration or working alone
- Compliance guru, following required procedures and protocols
- Strong analytical skills
- Analysis of credit, income, and assets necessary
- Compliance-minded with the ability to follow procedures and written protocols
- Relationship-focused, working across multiple lines of business including but not limited to compliance, risk, marketing, IT, and operations departments.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Cornerstone Tailgates & Events
Event Coordinator
01.2017 - 03.2024
Job overview
- Organized and executed multiple events including weddings, large-scale tailgates for U of O, the Chamber of Commerce, and corporate events
- Adapted quickly when faced with unexpected challenges or changes in plans, maintaining composure while finding effective solutions.
- Managed event logistics and operations.
- Collaborated with cross-functional teams to ensure seamless event execution and positive outcomes.
- Handled crisis management situations promptly, minimizing negative impact on event outcomes and client satisfaction.
- Developed creative marketing materials that generated interest and boosted event attendance.
- Brainstormed and implemented creative event concepts and themes.
- Conducted post-event analysis, identifying areas of improvement for future events.
Marketplace EventsSalt Lake City, UT
Exhibit Sales Consultant (Contract)
09.2023 - 11.2023
Job overview
- Remote worker, selling high-end home show exhibit space in 3 well-recognized shows in the Salt Lake market
- 50-60 outbound cold calls daily
- Generated live show floor quotes for placement in shows
- Ongoing contract negotiations
- Maintain long-term client loyalty for contract renewals in future shows.
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
Cascade Living Group
Community Relations Director
Apr.2023 - Sep.2023 (5 months)
Job overview
- Managed full sales cycle
- Drive new business via 10 'connected' cold calls daily
- Provide consistent follow-up on all inquiries to achieve the necessary number of leads
- Conduct community tours for prospects (5 per week/20 per month)
- Work closely with the Executive Director and leadership team to support the development of growth strategies for the community
- Full sales cycle, utilizing strong negotiation skills to meet sales targets
- Proprietary CRM to prospect for client
- Analyze market trends to develop strategic business plans (quarterly).
Elizabeth's Wine Lounge
Tasting Room Lead
10.2022 - 05.2023
Job overview
- Developed strong relationships with local businesses, fostering mutually beneficial partnerships that drove referral traffic to the tasting room.
- Established rapport with customers through attentive listening skills and genuine interest in their preferences.
- Increased membership sign-ups for the winery''s wine club by effectively communicating benefits and incentives.
- Provided exceptional customer service, resulting in increased repeat visits and positive online reviews.
- Enhanced customer experience by providing personalized wine recommendations and pairing suggestions.
- Assisted in planning and executing special events, contributing to increased brand exposure and revenue generation.
Synergy One Lending
Mortgage Loan Officer NMLS 959879
09.2022 - 04.2023
Job overview
- Full sales cycle, averaging 5-8 new applications per week, resulting in 2-4 funded loans per month
- Reverse Mortgage Specialist for the branch
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- In-person meetings with prospective clients to collect and present options for their specific needs
- Develop and implement marketing campaigns to generate new business opportunities
- Utilize analytical skills to analyze good/poor credit, income, and assets necessary to obtain loan approval.
Primary Residential Mortgage
Mortgage Loan Officer NMLS 959879
11.2019 - 09.2022
Job overview
- Assisted 30 new clients achieve the dream of home ownership! Full sales cycle, averaging 8-10 new applications per week, resulting in 4+ funded loans per month
- Develop and implement marketing campaigns to generate new business opportunities
- Excellent follow-through with clients on required documentation needed to complete application
- Utilize analytical skills to analyze good/poor credit, income, and assets necessary to obtain loan approval
- Consult with clients to provide detailed financial advice to improve financial health (credit repair)
- Develop and maintain relationships with past clients, Lenders, Real Estate Agents, and other industry partners.
Bartini Bistro
Server
03.2019 - 01.2020
Job overview
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Managed high volume dining periods with effective time management and strong multitasking abilities.
- Cultivated warm relationships with regular customers.
- Maintained clean and organized dining areas, ensuring a pleasant atmosphere for guests at all times.
- Mentored new servers, sharing best practices for exceptional service and fostering a positive work environment.
- Kept updated knowledge of menu and promotions, recommending specific items according to preferences and food allergies.
Finance Of America Mortgage
Director of Marketing & Business Development
03.2013 - 02.2019
Job overview
- Proven leader in sales and business development; generating new business for 12 producing loan officers
- Develop strategic plans for top-tier accounts, with a special focus on social media marketing and cloud-based software
- Collaborate with top producers to consistently exceed branch metrics by an average of over $12 million monthly in closed transactions
- Attend industry networking events and conferences, min 4-5 per week
- Execute continuing education classes, and recurring marketing meetings for industry partners
- Business partner and subject matter expert to top producers to drive business and deepen relationships with realtor partners
- Prospect for and conduct regular, ongoing face-to-face appointments and training
- Exceed monthly goals with a greater than 60% pull-through ratio
- Territory Manager to the Western region corporate offices, conducting market research in targeted markets
- Easily adaptable to constantly evolving technologies
- CRM training, and brand development for loan officers and realtors
- Boost brand awareness and generate new leads by managing internal and external marketing campaigns.
- Mentored junior team members, providing guidance on best practices and professional growth opportunities.
- Increased brand awareness by developing and implementing comprehensive marketing strategies.
Education
Affinity Real Estate & Mortgage
NMLS 959879
University Overview
- Federal and State of Oregon License
- Lane Community College
- Marist High School
Skills
- Engaging personality
- Highly organized
- Strong multitasking capacity
- Excellent verbal, written and listening skills
- Account Management
- Complex Problem-Solving
- Relationship builder
- Presentations to key stakeholders
- Liquor, beer, and wine knowledge
- Clear and effective communication
- Self-motivated with a desire to learn
- Professional Appearance
- Suggestive Selling
- Highly reliable
- Exceptional Customer Service
- Patience and Tolerance
- Marketing & Business Development
ABOUT ME
I am passionate about food and wine! What began as a side hustle to fill employment gaps, quickly revealed my love for the Culinary Arts. I spent many years honing my mortgage career in California before moving to Oregon and am now in the process of relocating back to California to be closer to my Son and his family and assist with caring for their children.
I am seeking opportunities that showcase my talent and passion for the food and wine industry.
I am excited about this new chapter and invite you to take a look at my resume and transferrable skill set.
Certification
OLCC
Food Handlers
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Bartender
Shadow Hills Country Club
Mar.2024 - Current (1 year & 4 months)
Mortgage Loan Officer NMLS 959879
Primary Residential Mortgage
Jan.2024 - Current (1 year & 6 months)
Exhibit Sales Consultant (Contract)
Marketplace Events
09.2023 - 11.2023
Community Relations Director
Cascade Living Group
Apr.2023 - Sep.2023 (5 months)
Tasting Room Lead
Elizabeth's Wine Lounge
10.2022 - 05.2023
Mortgage Loan Officer NMLS 959879
Synergy One Lending
09.2022 - 04.2023
Mortgage Loan Officer NMLS 959879
Primary Residential Mortgage
11.2019 - 09.2022
Server
Bartini Bistro
03.2019 - 01.2020
Event Coordinator
Cornerstone Tailgates & Events
01.2017 - 03.2024
Director of Marketing & Business Development
Finance Of America Mortgage
03.2013 - 02.2019
Affinity Real Estate & Mortgage
NMLS 959879
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