Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
CINDY MUNOZ

CINDY MUNOZ

Account Specialist
Southfield,MI

Overview

7
7
years of professional experience

Work History

Account Specialist - Remote

Rapid Finance
03.2021 - 03.2023
  • Business Development professional, reported to Funding Network Manager, and communicated with 5 Directors of Sales
  • Managed all aspects of the sales cycle including qualification of opportunities, sending lending contracts to the client, and daily/weekly/monthly follow up's on the entire sales team's pipeline
  • Consistently met or exceeded monthly 3M+ quota assignment
  • Collaborated with 30+ sales reps and over 100 SBA partner lenders to support client acquisition for new/renewal loan accounts
  • Developed, facilitated, and maintained a strong working relationships between the Sales Team and SBA lending Marketplace Partners
  • Negotiated terms of sales, contracts, and final agreements to cultivate profitable business revenue
  • Oversaw new business development to generate sales leads, negotiate client pricing, and forecast revenue

Customer Service Manager - Remote

Dairy Farmers Of America
01.2019 - 10.2021
  • Leader of 50 call center representatives
  • Demonstrated ability to handle 200 or more calls each day
  • Managed more than 50 small and large business accounts such as Walmart, Meijer, Sam's club, Target, Family Dollar' etc..
  • Coached, and improved training effectiveness by developing new approaches and techniques

Executive Assistant

Fox And Company CPA
09.2018 - 03.2019
  • Prepared financial statements, consolidations, and reports for 100+ local business clients
  • Processed payroll, travel expenses, and reimbursements for executive team
  • Organized and coordinated conferences and monthly meetings
  • Implemented internal controls and safeguards for receipt of revenue, costs, budgets and expenditure

Banker

PNC Bank
06.2017 - 09.2018
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Identified sales opportunities such as credit cards, investing, and referred customers to branch partners in financial services
  • Educated customers on features and benefits of banking products and services, as well as banking solutions
  • Established rapport with new clients to increase satisfaction and loyalty

Sales Associate

J Crew
06.2016 - 06.2017
  • Maintained current knowledge of store promotions and highlighted sales to customers
  • Educated clients on current promotional offerings and products
  • Drove store revenue by offering customers accessories and related purchases to complete selections
  • Recommended and consistently met credit card monthly quota

Education

Some College (No Degree) - Business Finance

Aquinas College
Grand Rapids, MI

Some College (No Degree) - Business Finance

Grand Rapids Community College
Grand Rapids, MI

Skills

  • Strategic sales
  • Business development
  • Relationship building and rapport
  • Negotiations
  • Leadership
  • Software: Salesforce, Outlook, Quickbooks
  • Customer Relationship Development
  • Strong written and verbal communication
  • Coaching and Mentoring
  • Friendly and welcoming demeanor
  • Accounting Support

Accomplishments

  • Dairy Farmers of America: Promoted within 6 months from Customer Services Representative to Team Lead, as well as Manager
  • Rapid Finance: Promoted within 6 months from Submissions Coordinator to Partner Account Specialist
  • Rapid Finance: Cultural Award

Timeline

Account Specialist - Remote

Rapid Finance
03.2021 - 03.2023

Customer Service Manager - Remote

Dairy Farmers Of America
01.2019 - 10.2021

Executive Assistant

Fox And Company CPA
09.2018 - 03.2019

Banker

PNC Bank
06.2017 - 09.2018

Sales Associate

J Crew
06.2016 - 06.2017

Some College (No Degree) - Business Finance

Aquinas College

Some College (No Degree) - Business Finance

Grand Rapids Community College

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CINDY MUNOZAccount Specialist