Microsoft Office
Chelseay Norman
Professional Service Account Executive
Clinton Township,MI
Summary
Solution- oriented and problem solver with over 8 years of experience in customer service and sales. Also, self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Who maintains positive attitude, works hard to build relationships and understanding customer needs with a proven track record of successfully closing sales. I am engaging and personable which allows for increasing business opportunities through dynamic marketing strategies, sharp communication skills and dedication to customer service.
Overview
14
14
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
Work History
Professional Service Account Executive
Dearborn Life Insurance Co.
08.2021 - Current
- Manages the relationships, recruitment and administrative needs for multiple Dental Service Organizations (DSO) apart of the DenteMax, DNoA, BCBSIL, BCBSMT, BCBSNM, BCBSOK and BCBSTX dental networks.
- Maintained 100% retention of all my DSO groups for the 3rd year in a row. Successfully resolved escalated issues, preventing potential loss of valuable clients while increasing DSO satisfaction by building strong relationships through trust and addressing their needs.
- Identified DSO delegated credentialing opportunities within the seven DSO groups I managed across the United States to increase practice participation.
- Facilitates the onboarding of new practices, new providers and recredentialing of current providers. Demonstrated problem solving skills to prevent terming of current practices or providers.
- Achieved successful negotiation outcomes by utilizing effective communication and active listening skills to negotiate fees.
Licensed Relationship Banker
JPMorgan Chase Bank N.A
5 2018 - 08.2021
- Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
- Adhering to policies, procedures and regulatory banking requirements
- Provide ongoing relation servicing with existing clients to maintain goodwill and expand business
- Demonstrating the ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
- Collaborate with branch partners to support and refer customers with more complex financial needs such as financial advising, mortgages, auto lending and business banking.
Senior Mortgage Loan Officer
Quicken Loans
02.2017 - 04.2018
- Increased loan production by developing and maintaining strong relationships with realtors, builders, and other referral sources.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan, adhering to all federal and state compliance guidelines relative to retail mortgage lending.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to all customer needs.
- Prepared documents for customers, submitting and overseeing through each step of closing process.
- Successfully closed average of 22 loans per month. Exceeding the goal each month.
- Negotiated favorable terms for borrowers by leveraging extensive knowledge of lending guidelines and risk factors.
Quality Analyst
Quicken Loans
12.2015 - 02.2017
- Analyzed credit, income documents, tax documents, debt to income ratios and signed mortgage documents during underwriting process
- Checked packages for appropriate documentation
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants
- Collaborated with mortgage loans officers and underwriters to complete the loan files
- Prepared documents for underwriting by verifying client income, credit reports and other information
- Handled any conditions sent from underwriting departments.
Teller
JPMorgan Chase Bank N.A
05.2015 - 12.2015
- Provide customers with an excellent customer experience and provide account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals
- Identified sales opportunities and referred customers to branch partners in financial services
- Maintained balancing record with 100% rate of accuracy
- Comply with all department and company policies, procedures and regulations
- Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers and co-workers.
Sales Consultant
Sprint Corp
08.2013 - 02.2015
- Provides a high level of customer service support with product expertise and advanced selling skills
- Select the correct products or assist customers in making product selections, based on customers' needs, product specifications, and applicable regulations
- Recognize the opportunity to upsell or recommend product and services that provide additional value to our customers
- Exceed sales goals each month and maintain high customer service scores
- Initiate sales campaigns and follow marketing plan guidelines in order to meet sales and production expectations.
Customer Service Supervisor
Best Buy
03.2010 - 08.2012
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service
- Conferred with sales teams and team leaders to communicate targets, boost revenue and improve promotional strategies
- Exceeded team goals and collaborated with staff members to implement customer service initiatives
- Evaluated interactions between associates and customers to assess personnel performance and customer satisfaction
- Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction.
Education
Bachelor of Arts - Communications
Oakland University
Rochester, MI 05.2018 - Current
Skills
Client Relationship Management
Certification
Series 6/63 Licensed
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
SalesForce
Excel
Work Preference
Work Type
Full TimeWork Location
HybridRemoteOn-SiteImportant To Me
Work-life balanceTimeline
Professional Service Account Executive
Dearborn Life Insurance Co.
08.2021 - Current
Bachelor of Arts - Communications
Oakland University
05.2018 - Current
Senior Mortgage Loan Officer
Quicken Loans
02.2017 - 04.2018
Quality Analyst
Quicken Loans
12.2015 - 02.2017
Teller
JPMorgan Chase Bank N.A
05.2015 - 12.2015
Sales Consultant
Sprint Corp
08.2013 - 02.2015
Customer Service Supervisor
Best Buy
03.2010 - 08.2012
Licensed Relationship Banker
JPMorgan Chase Bank N.A
5 2018 - 08.2021
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