Cari Maultsby
Account Executive
Eugene,OR
Summary
A well-recognized leader in Business Development, Account Management, and client retention. A trusted adviser with over 20 years B2B sales experience.
Expert Account Manager specializing in building strong, lasting relationships with current and potential clients. Strong work ethic and initiative to drive and succeed. Adept at event planning, media relations and social media management. Excellent communication skills with comprehensive understanding of communications industry. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Community Relations Director
Cascade Living Group
Eugene, OR
04.2023 - Current
- Manage and lead Sales and Marketing process to meet or exceed occupancy and revenue targets
- Achieve necessary number of leads by following up on all inquiries and staying in constant contact with warm leads
- Conduct tours for prospects while on-site at community (20 per month)
- Develop relationships and create professional referrals with a wide variety of contacts including social workers, case managers, physicians, nurses, therapists, managers and administrators
- Organizes targeted in house special events monthly, and large quarterly community events
- Conducts extensive competitor analysis and tours competitor communities quarterly
- Constantly promote mission, values, and beliefs of Cascade Living Group
- Market offerings and services to community, resulting in increased census
- Stay within budget for marketing expenses.
- Develop and promoted corporate brand, images and identity to media and public.
- Research latest market trends and analyzed data to develop public relations strategies and tactics.
Loan Officer
Synergy One Lending, Inc
Salem, OR
09.2022 - 04.2023
- NMLS 959879
- Thoroughly analyzed credit, income, and assets and structure loan that best serves client's needs
- Obtained copies of applicants' credit histories and review paperwork to determine feasibility of granting loans
- Developed and maintain relationships with customers, lenders and other third parties
- Explained very technical financial information to applicants in easy to understand language
- Processed loan applications and monitor progress from start to finish
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing
- Approved loan applications based on customer creditworthiness and provided detailed financial advice
- Analyzed potential risks and evaluated loan products to identify suitable options for customers
- Annual continuing education to stay current with lending laws and regulations
- (RESPA/BSA/AML)
- Stayed on top of overall condition of climate of economy, and current market rates.
- Submitted loan applications to underwriter for verification and recommendations.
- Recommended loan approvals and denials based on customer loan application reviews.
- Maintained strict confidentiality of bank records and client information.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Developed and implemented marketing campaigns to attract new customers.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Developed strong relationships with customers through high levels of customer service.
- Examined customer loan applications for loan approvals and denials.
Loan Officer
Primary Residential Mortgage, Inc
Eugene, OR
11.2020 - 09.2022
- Thoroughly analyzed credit, income, and assets and structure loan that best serves client's needs
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Obtained copies of applicants' credit histories and review paperwork to determine feasibility of granting loans
- Developed and maintain relationships with customers, lenders and other third parties
- Processed loan applications and monitor progress from start to finish
- Analyzed potential risks and evaluated loan products to identify suitable options for customers
- Annual continuing education to stay current with lending laws and regulations
- (RESPA/BSA/AML)
- Stay on top of overall condition of climate of economy, and current market rates.
- Submitted loan applications to underwriter for verification and recommendations.
- Recommended loan approvals and denials based on customer loan application reviews.
- Utilized risk management strategies to attain high loan approval rates.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
Director of Marketing & Business Development
Finance of America
Eugene, OR
03.2013 - 02.2019
- Develop strategic plans for top tier accounts, special focus on business development through marketing and cloud-based software training and education
- Hunter mentality, constantly looking for new business opportunities to increase market share
- Attended relevant corporate and networking industry events and conferences, including trade shows, continuing education and recurring marketing meetings
- Collaborated with top producers to consistently exceed overall branch metrics averaging of over $12 million monthly in closed transactions
- Arranged corporate events and educational events for clients and staff
- Served as Territory Manager to the Western region corporate offices
- Conducted ongoing market research in targeted markets
- Business partner and subject matter expert to top producers to drive business deepen relationships
- Conducted regular, ongoing face to face appointments and trainings
- Quarterly business review and client engagement follow up calls as needed/required
- Communicated new product developments to existing and prospective residential and commercial lending clients
- Worked collaboratively with internal and external clients to implement various corporate initiatives, implement products/services, and oversee new client training and development
- Easily adaptable to constantly evolving technologies, SaaS and CRM training, brand development
- Proven leader in sales and marketing practices
- Analyzed existing and potential markets to identify and secure business development opportunities
Director of Business Development
Summit Funding Inc
Eugene, OR
07.2012 - 03.2013
- Managed all aspects of business development, including prospecting new clients, maintaining and enriching current customer base
- Conducted routine client-facing training on Summit Funding products, tools and resources
- Created budgets and proposals for corporate events, reviewed and executed contracts
- Proactively interfaced with staff and management on pipeline status
- Worked closely with Branch Manager to develop strategies that result in retention of assigned Clients
- Analyzed existing and potential markets to identify and secure business development opportunities
- Arranged corporate evens and educational events for clients and staff
Education
Some College (No Degree) - General Business
Lane Community College
Eugene, ORFederal And State (Oregon) Licensed - Mortgage Law And Rules
Nationwide Mortgage Licensing System - 959879
Skills
Critical Thinker
undefinedTimeline
Community Relations Director
Cascade Living Group
04.2023 - Current
Loan Officer
Synergy One Lending, Inc
09.2022 - 04.2023
Loan Officer
Primary Residential Mortgage, Inc
11.2020 - 09.2022
Director of Marketing & Business Development
Finance of America
03.2013 - 02.2019
Director of Business Development
Summit Funding Inc
07.2012 - 03.2013
Some College (No Degree) - General Business
Lane Community College
Federal And State (Oregon) Licensed - Mortgage Law And Rules
Nationwide Mortgage Licensing System - 959879
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