Chris Fix

● Provide comprehensive training and support to credit union staff including C-Level Executives on new financial
products and services, enhancing their ability to serve members effectively.
● Proactively identify and address client needs and challenges, providing timely solutions and support to minimize churn
and maximize customer lifetime value.
● Collaborate with internal teams (sales, product, engineering) to ensure client goals are met and feedback is
incorporated into product development.
● Monitor key performance indicators (KPIs) and analyze customer data to track progress, identify trends, and drive
continuous improvement in client success strategies.
● Develop and implement success programs tailored to client needs, including onboarding plans, training materials, and
ongoing support resources.
● Conduct regular business reviews with clients to assess progress, address concerns, and identify opportunities for
upselling or cross-selling.

● 105% End Year Sales Attainment
● Develop and maintain strong relationships with over 600 credit unions, resulting in trust and familiarity within their
team, forming cohesive relationships that have solidified as partnerships.
● Collaborate with credit union leadership to identify their needs and tailor financial products to meet those needs.
● Provide comprehensive training and support to credit union staff including C-Level Executives on new financial
products and services, enhancing their ability to serve members effectively.
● Search through Rev Capture and Churn reports to confirm customer product additions are being utilized and provide
any additional training or assistance to ensure we retain as much business and revenue as possible.
● Led the negotiation and closing of contracts for new Credit Services, Fraud, and Data-Driven Marketing projects
and renewals including portfolio management, membership outreach, and wealth data.
● Conduct market analysis and competitor research to identify new business opportunities and broaden my field of
view.
● Coordinate with internal teams to streamline onboarding processes and complete onboarding requests for new
services and account adjustments.

● 102% End Year Sales Attainment during a recession
● Effectively managed a diverse portfolio valued at $40,000,000, comprising over 900 accounts that were contracted with
small to medium-sized banks and mortgage brokers.
● Successfully promoted and sold SaaS solutions to a wide range of clientele, effectively highlighting product benefits,
addressing pain points, and closing deals resulting in increased client acquisition and revenue growth.
● Built and expanded relationships by delivering customer insights to drive sales, repeat business opportunities, and
increase market share.
● Developed and delivered comprehensive presentations for quarterly reviews, effectively showcasing key performance
indicators, market insights, and strategic recommendations to drive business growth and foster strong client
relationships.
● Monitored performance metrics and prepared reports and forecasts in Salesforce.

• Funded on average$1,500,000 per month
• Negotiated loan terms and conditions with customers.
• Educated customers on variety of loan products and available credit options to promote valuable decision-making.
• Guided clients through loan application initiation and filing.
• Gathered information such as borrower credit reports and other information to pre-qualify clients and offer pricing information.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
• Assessed financial data, including assets, income and debts to determine client financial standing and liability risk.
• Collaborated with external contacts such as realtors and internal teammates to progress and close transactions.

• Funded on average $2,000,000 per month
• Negotiated loan terms and conditions with customers.
• Educated customers on variety of loan products and available credit options to promote valuable decision-making.
• Guided clients through loan application initiation and filing.
• Monitored loan status and communicated updates with customers.
• Gathered information such as borrower credit reports and other information to pre-qualify clients and offer pricing information.
• Assessed financial data, including assets, income and debts to determine client financial standing and liability risk.
• Collaborated with external contacts such as realtors and internal teammates to progress and close transactions.

• Developing and implementing new marketing ideas for property traffic and events.
• Promoted high level of customer service and assistance by greeting clients, responding to concerns, showing units and quickly resolving issues.
• Taking new clients through phone calls, walk-ins and referrals.
• Leased 92 West Paces to 99% capacity.
• Showing residential properties and explaining features, value and benefits of available homes and amenities in comparison to our competition.
• Marketing to surrounding businesses for property growth and residents discounts and services.
• Property Billing through Yardi Software.
• Settled tenant conflicts using persuasive communication skills and expert knowledge of leasing agreements.
• Prepared lease paperwork and obtained signatures and first payments from new residents.

• Promoted high level of customer service and assistance by greeting clients, responding to concerns, showing units and quickly resolving issues.
• Developed and implemented new marketing ideas for property traffic and events.
• Took new clients through phone calls, walk-ins and referrals.
• Led property tours to showcase amenities to prospective tenants and offered valuable information regarding major features.
• Maintained high referral rates and exceptional feedback from previous clientele.
• Property Billing through Onesite Software.
• Coordinated and followed up on maintenance requests for residents.
• Responded quickly to concerns regarding community from prospective and current residents.
• Settled tenant conflicts using persuasive communication skills and expert knowledge of leasing agreements.
• Prepared lease paperwork and obtained signatures and first payments from new residents.

• Attained Leasing Professional of the Year Award and was introduced to the 100's Club in recognition of my sales achievements.
• Promoted high level of customer service and assistance by greeting clients, responding to concerns, showing units and quickly resolving issues.
• Responded quickly to concerns regarding community from prospective and current residents.
• Developed and implemented new marketing ideas for property traffic and events.
• Took new clients through phone calls, walk-ins and referrals.
• Led property tours to showcase amenities to prospective tenants and offered valuable information regarding major features.
• Property Billing through Yardi software.
• Settled tenant conflicts using persuasive communication skills and expert knowledge of leasing agreements.
• Prepared lease paperwork and obtained signatures and first payments from new residents.

• Top Leasing in offices of The London, Highland Ridge, Belmont Place and Overlook at Berkeley Lake Apartments.
• Promoted high level of customer service and assistance by greeting clients, responding to concerns, showing units and quickly resolving issues.
• Assisted in developing marketing material for properties.
• Learned and Maintained knowledge about personal complexes and competition.
• Taking new clients through phone calls, walk-ins and referrals.
• Settled tenant conflicts using persuasive communication skills and expert knowledge of leasing agreements.
• Prepared lease paperwork and obtained signatures and first payments from new residents.
• Led property tours to showcase amenities to prospective tenants and offered valuable information regarding major features.

• Professionally present features and amenities for individual apartment complexes and maintain knowledge on apartment complexes in Metro Atlanta.
• Advertised properties to general public via networking, brochures, ads and multiple listing services to maximize exposure.
• Showed residential properties and explained features, value and benefits of available homes.
• Created and maintained large client base by meeting needs and providing exceptional customer service.
• Actively follow up with prospects and leads.