Results-oriented sales worker who engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
25
25
years of professional experience
Work History
Mortgage Consumer Direct Sales Consultant, AVP
Wells Fargo
04.2021 - Current
Generate new business through inbound and outbound calls with new and existing customers
Originate home loans for purchase and refinance product offerings and services to meet customer needs
Assist customers with mortgage applications, document processes and requirements, loan status updates and thank you calls
Cultivate relationships with clients through frequent touch points
Work collaboratively with a team of internal fulfillment partners (processing, underwriting, closing, funding and servicing), as well as external partners, (title, real estate agents, and appraisal companies), to ensure an exceptional customer experience
Obtained NMLSR license, complete continuing education courses and comply with Federal regulations for Reg B, RESPA, REG Z and AML rules.
Dermatology Sales Consultant
Rodan + Fields
08.2015 - Current
Helped to launch the San Francisco based Rodan + Fields anti-aging skincare line to the Des Moines market through networking, vendor fairs and private events
Recognized as a local leader by Corporate standards, consistently hit Top Ten producers on team Believe 2 Achieve, and repeatedly rewarded through the Lead the Way incentive program
Collaborates with local establishments to set up promotional displays and product sampling
Utilizes social network marketing channels to maximize brand recognition and exposure, identify sales leads, collect feedback, promote products and stay current on industry trends
Provides the highest level of customer service to drive sales and maintain a loyal clientele.
Technology Sales Representative
DonationXchange
08.2010 - 08.2014
Pitched Chicago based technology platform, designed to manage Corporate Giving, Grants, Scholarships, Sponsorships, In-kind Giving, Employee Giving, Disaster Relief, Matching Gifts & Volunteerism, to CSR Executives in Fortune 500, Fortune 1,000, Hospitality Industry, Wine and Spirits Industry, Major League Sports, NCAA, Museums & Zoos
Company's #1 Revenue Producing Salesperson for the entire duration of employment, consistently hit daily reach out goals, (75 per day), and demo goals, (1 demo per day)
Identified leads through various research methods, (internet, cold calling and prospect events)
Analyzed the market for comparison of competitor features and pricing structures
Collaborated with Marketing to develop sales campaigns and branding opportunities
Conducted in-depth product demonstrations through on-site meetings and webinar presentations
Closed agreements and followed through the duration of annual contracts to obtain renewal
Staged and supervised client events, providing technology to manage fundraising initiatives.
Special Event Manager/Development Coordinator
United Cerebral Palsy Association of Greater Chicago
08.2004 - 09.2011
Managed all event tasks, (timeline, budget, ticket sales, collateral, entertainment and mailings)
Served as the liaison between prominent board members, staff, vendors and attendees
Provided outstanding customer service through the fundraising process and at special events
Cultivated, trained and managed up to 100 volunteers for each event and multiple office interns
Director of Special Events/Sponsorship Fulfillment Coordinator
University of Illinois at Chicago - Department of Intercollegiate Athletics
08.1999 - 08.2004
Managed all event planning related tasks and volunteer cultivation
Oversaw VIP tent operations; entertained donors, season ticket holders, and corporate sponsors
Worked closely with the Director of Advancement to manage all aspects of sponsorship fulfillment; collection of tv, radio and print ads, signage throughout the college campus, in-kind gift distribution to various departments and teams, invoicing/collection of sponsorship dollars, and provided the highest level of professionalism to maintain loyal corporate sponsors
Education
MS - Sports Management
University of Illinois at Chicago
01.2003
BS - Kinesiology
University of Illinois at Chicago
01.2000
Skills
Needs Based Sales Strategies
Organizational Skills
Relationship Development
Product Demonstration
Timeline
Mortgage Consumer Direct Sales Consultant, AVP
Wells Fargo
04.2021 - Current
Dermatology Sales Consultant
Rodan + Fields
08.2015 - Current
Technology Sales Representative
DonationXchange
08.2010 - 08.2014
Special Event Manager/Development Coordinator
United Cerebral Palsy Association of Greater Chicago
08.2004 - 09.2011
Director of Special Events/Sponsorship Fulfillment Coordinator
University of Illinois at Chicago - Department of Intercollegiate Athletics
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)